Allowing Integrate.io ETL access to my data on Salesforce (SOAP)

Integrate.io ETL can read your Salesforce SOAP data. This article details creating the Salesforce SOAP connection in Integrate.io ETL.  Note that Integrate.io ETL can only be used with Salesforce editions that have API access. Some plan types, including trial versions, do not have API access by default and cannot be used with Integrate.io ETL.

 

To create a Salesforce SOAP connection in Integrate.io ETL:

  1. Click the Connections icon (lightning bolt) on the top left menu.
  2. To create a connection, click New connection. Screen+Shot+2020-03-16+at+3.44.54+PM.jpg
  3. Choose Salesforce (SOAP). 
  4. In the new Salesforce (SOAP) window, name the connection and enter the connection information:
    • Name - Name of the new connection
    • Instance URL - Your Salesforce SOAP Instance URL (Login Server URL)
    • Username - Your Salesforce SOAP Account Username
    • Password - Your Salesforce SOAP Account Password
    • Security Token - Your Salesforce SOAP Security Token. Obtain your security token by changing your password or resetting or security via Salesforce user interface. For more information, please refer to the documentation
  5. Test the Salesforce SOAP connection by clicking Test connection. Once the connection tests successful, click Create connection. 

To modify Salesforce SOAP connections in Integrate.io ETL:

    1. Click the Connections icon (lightning bolt) on the top left menu.
    2. Click a connection to open and modify it. Make any necessary changes, then click Reconnect, and Save changes. To exit the Salesforce SOAP connection window without changes, click Back to connections (grey tab on the left side) on the Salesforce SOAP connection window.
    3. To delete a Salesforce SOAP connection, click on the three vertical dots on the far right of the connection listing and select the Delete connection option.

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