Table of Contents
What information do I need to connect to Salesforce?
Identify necessary connection information, including a username, password, and token. You must enter a security token, which is a case-sensitive alphanumeric code, if you try to access Salesforce from an Internet Protocol (IP) address that’s outside your company’s trusted IP range. For more information, see Reset Your Security Token.
Why can’t I import my access database into Salesforce?
If Salesforce contains large tables, you might not be able to import them all into a single Access database. In this case, consider linking to the data instead of importing. Secure your Access database and the connection information it contains by using a trusted location and an Access database password.
Should you give your users access to login credentials in Salesforce?
After all, your users are the ones who will be entering data in Salesforce and using it the most. This said, granting a user login credentials is one piece of the puzzle, and adding users without considering what type of access they need can produce headaches down the road.
Which Salesforce account do I need to use the ODBC driver?
The ODBC Driver used to access Salesforce requires a Salesforce account based on the Developer Edition, Professional Edition, Enterprise Edition, or Unlimited Edition. To use this driver, you must have API access enabled.
What is Salesforce CD?
Although commonly used in the Salesforce ecosystem, “CI/CD” often refers to different automated processes: continuous integration, continuous deployment, and continuous delivery. It’s worth pulling these terms apart a little first before we look into the benefits and components of CI/CD.
What is CI CD pipeline in Salesforce?
The CI/CD process relies on testing to ensure the stability of the system. Developers can first deploy their commits to Salesforce sandbox environments for critical unit testing — from there, they can push their commits to the live production environment.
What are CI CD tools?
CI/CD tools help store the environment-specific parameters that must be packaged with each delivery. CI/CD automation then makes any necessary service calls to web servers, databases, and other services that need restarting. It can also execute other procedures following deployment.
What are the deployment tools in Salesforce?
7 options for deploying Salesforce changes(1) Salesforce Setup (Free)(2) ANT Migration Tool (Free)(3) First Generation Packaging (Free)(4) Change Sets (Free)(5) Third-Party release management tools (Paid)(6) Salesforce DX (Free with limits)(7) DevOps Center (Developer preview)
How does a CI CD pipeline work?
A CI/CD pipeline automates your software delivery process. The pipeline builds code, runs tests (CI), and safely deploys a new version of the application (CD). Automated pipelines remove manual errors, provide standardized feedback loops to developers, and enable fast product iterations.
What is Salesforce DevOps?
Salesforce DevOps is no different from the broader definition of the word, but it is specifically centered around ensuring Admins & Developers can deploy changes, and work through the software development lifecycle in the most effective way possible, with minimal bugs and disruption to users.
Why do we need CI CD?
CI/CD allows organizations to ship software quickly and efficiently. CI/CD facilitates an effective process for getting products to market faster than ever before, continuously delivering code into production, and ensuring an ongoing flow of new features and bug fixes via the most efficient delivery method.
What is the difference between DevOps and CI CD?
CI/CD focuses on software-defined life cycles highlighting tools that emphasize automation. DevOps focuses on culture highlighting roles that emphasize responsiveness.
Is Jenkins a CI or CD?
Jenkins is a popular open source tool for CI/CD that is free to use. While you may need some server administration skills to configure and monitor Jenkins, there are many advantages to consider. The Jenkins project includes a large plugin ecosystem, the community around it is thriving and it is actively developed.
How do I deploy Salesforce?
Deploy a Change SetFrom Setup, enter Inbound Change Sets in the Quick Find box, then select Inbound Change Sets.Click Deploy next to the change set you want to deploy. If you prefer to review the change set before deploying it, first click the name of the change set to view its detail page. When ready, click Deploy.
How do we do deployment in Salesforce?
Steps to create Deployment ConnectionsCreate one or more sandboxes.Go to Setup >> App Setup >> Deploy >> Deployment Connections / Deployment Settings. It will show you information on Change set and Outbound/Inbound change set information. … Click ‘Name’ to view existing connection details.
How does Salesforce deployment work?
Deploy connections for change sets and authorize a deployment connection. Use change sets to send customizations from one Salesforce org to another. For example, you can create and test a new object in a sandbox org, then send it to your production org using a change set.
What does it mean to assign the right profiles, roles, and data access?
Assigning the right profiles, roles, and data access means you will have more flexibility in the future. Consider a comprehensive user management strategy that incorporates these best practices.
What is permission set?
Permission sets grant access to objects outside of profiles. They are helpful when specific users need access to objects outside of their profiles. They help grant access to objects on an as-needed basis.
How to save Salesforce import steps?
In the Get External Data – Salesforce Database dialog box, you can save the import steps as a specification and create an Outlook task to automate the import operation on a regular basis. For more information, see Save the details of an import or export operation as a specification.
What happens when you link to data in Salesforce?
When you link to data, Access creates a two-way connection that synchronizes changes to data in Access and Salesforce. When you import data, Access creates a one-time, copy of the data, and so changes to data in either Access or Salesforce are not synchronized.
What is Salesforce security token?
You must enter a security token, which is a case-sensitive alphanumeric code, if you try to access Salesforce from an Internet Protocol (IP) address that’s outside your company’s trusted IP range. For more information, see Reset Your Security Token.
How to secure access database?
Secure your Access database and the connection information it contains by using a trusted location and an Access database password. For more information, see Decide whether to trust a database and Encrypt a database by using a database password.
Can you search for deleted records in Salesforce?
When this option is enabled (1), Salesforce users will be able to conduct searches for deleted records by including the parameter isDeleted=true.
What happens when you close a Salesforce job?
If you close a job, Salesforce queues the job and uploaded data for processing, and you can’t add any additional job data. If you abort a job, the job does not get queued or processed. Creates a job, which represents a bulk operation (and associated data) that is sent to Salesforce for asynchronous processing.
Does Salesforce have API?
To verify access settings, go to profile settings for the current user and search for “API Enabled” checkbox. Note that Salesforce trial accounts do not have API access.
What is Salesforce connector?
The Salesforce connector is built on top of the Salesforce REST/Bulk API. When copying data from Salesforce, the connector automatically chooses between REST and Bulk APIs based on the data size – when the result set is large, Bulk API is used for better performance; You can explicitly set the API version used to read/write data via apiVersionpropertyin linked service.
What is the default version of Salesforce API?
The connector no longer sets default version for Salesforce API. For backward compatibility, if a default API version was set before, it keeps working. The default value is 45.0 for source, and 40.0 for sink.
How long does Salesforce block you?
If the total number of requests exceeds the limit, the Salesforce account is blocked for 24 hours.
Can you copy data from Salesforce?
You can copy data from Salesforce to any supported sink data store. You also can copy data from any supported source data store to Salesforce. For a list of data stores that are supported as sources or sinks by the Copy activity, see the Supported data stores table. Specifically, this Salesforce connector supports:
Does Salesforce require API permission?
API permission must be enabled in Salesforce .
What is Salesforce testing environment?
The most basic type of testing environment is the Developer Sandbox. These are included with most Salesforce licenses, and allow you to create a testing environment with a copy of your Metadata from Production.
How often can you refresh a developer sandbox?
Developer Sandboxes can be refreshed once per day, and have a data and file storage limit of 200mb each.
What is a full copy sandbox?
As you might have guessed from the name, a full copy sandbox copies all of your production metadata and data. This gives you an exact replica of your production Org in order to fully test functionality, as well as train new users.
Does Developer Pro come with Salesforce?
Developer Pro Sandboxes are only included with Unlimited & Performance editions of Salesforce, but can be purchased separately.
Can you purchase a Salesforce sandbox separately?
These Sandboxes are only included with Unlimited & Performance editions of Salesforce, but can be purchased separately.
When does Salesforce MFA go into effect?
Want to make sure you’ll satisfy the Salesforce MFA requirement that goes into effect on February 1, 2022? Use this page to see if you’re good to go. If you’re not quite there yet, we provide next steps so you can be ready by the deadline. The full contractual requirement is defined in the Salesforce Trust and Compliance Documentation.
Does Salesforce automatically enforcing MFA?
If the answers you get here indicate that your implementation meets the MFA requirement, you won’t be affected when Salesforce begins automatically enabling and enforcing MFA.
Does Salesforce require certification?
Salesforce doesn ‘t require customers to certify compliance with their contractual obligations. In keeping with this practice, Salesforce isn’t requiring customers to get formal certification or otherwise attest that they satisfy the contractual MFA requirement.
Known Issues and Limitations
- There is a limit on the number of fields a query to Salesforce can contain. The limit varies depending on the type of the columns, the number of computed columns, etc. When you receive an error “Qu…
- Salesforce session settings can block this integration. Please ensure that setting “Lock sessions to the IP address from which they originated”is disabled.
- There is a limit on the number of fields a query to Salesforce can contain. The limit varies depending on the type of the columns, the number of computed columns, etc. When you receive an error “Qu…
- Salesforce session settings can block this integration. Please ensure that setting “Lock sessions to the IP address from which they originated”is disabled.
- Salesforce API access should be enabled. To verify access settings, go to profile settings for the current user and search for “API Enabled” checkbox.
- Salesforce trial accounts do not have API access and thus cannot be used.
Uploading Attachments
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Salesforce API supports uploading attachments for the following objects: ‘Account’, ‘Asset’, ‘Campaign’, ‘Case’, ‘Contact’, ‘Contract’, ‘Custom objects’, ‘EmailMessage’, ‘EmailTemplate’, ‘Event’, ‘Lead’, ‘Opportunity’, ‘Product2’, ‘Solution’, ‘Task’. In order to upload attachment file, please use Create record action and refer to the Salesforce documentation pageabout required fields and p…
Power Apps Delegable Functions and Operations For Salesforce
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These Power Apps operations, for a given data type, may be delegated to Salesforce for processing (rather than processing locally within Power Apps).