Salesforce Account

Overview

You can configure your accounts in SnapLogic using the Designer or Manager. You can use the Salesforce account type to connect Salesforce Snaps with data sources that use Salesforce account.



Account settings

Legend:
  • Expression icon (): Allows using JavaScript syntax to access SnapLogic Expressions to set field values dynamically (if enabled). If disabled, you can provide a static value. Learn more.
  • SnapGPT (): Generates SnapLogic Expressions based on natural language using SnapGPT. Learn more.
  • Suggestion icon (): Populates a list of values dynamically based on your Snap configuration. You can select only one attribute at a time using the icon. Type into the field if it supports a comma-separated list of values.
  • Upload : Uploads files. Learn more.
Learn more about the icons in the Snap settings dialog.
Field/Field set Description
Label*

String

Required. Unique name for the account.

Default value: N/A

Username

String
Required. Specify a username for the account.

Default value: N/A

Example: [email protected]

Password

String
Required. Specify the password for the associated username.

Default value: N/A

Example: ********@1

Security token

String
Specify a security token. To create a security token, log into your Salesforce account and navigate to Personal Setup > My Personal Information > Reset My Security Token.

Default value: N/A

Example: 1234

Login URL

String
Enter your salesforce.com login URL if it is different from "https://login.salesforce.com/". Usually it is not required, but if you are using CipherCloud for Salesforce, you should enter the login URL issued by CipherCloud while you deselect the Sandbox checkbox.

Default value: https://login.salesforce.com/

Example: https://login.salesforce.com/

Sandbox

Checkbox
Select this checkbox if the username is for a sandbox account. Deselect this checkbox if it is for a production account.

Default value: Deselected

Note: Click Validate after entering the required details to ensure that all fields have been filled accurately. Click Apply to save the settings.