Setting general connection properties

This section describes how to configure general connection properties. For an explanation of how to configure advanced connection properties, see Setting advanced connection properties.

To add a Salesforce source endpoint to Qlik Replicate:

1. In Tasks view, click Manage Endpoint Connections to open the Manage Endpoints Connections dialog box. Then click the New Endpoint Connection button. For more information on adding an endpoint to Qlik Replicate, see Defining and managing endpoints.
2. In the Name field, type a name for your database. This can be any name that will help to identify the database being used.
3. In the Description field, type a description that helps to identify the Salesforce database. This is optional.

4. Select Source as the database role.

5. From the Type drop-down list, select Salesforce.

6. From the Connection Type drop-down list, choose one of the following:

   • Production to connect to a Salesforce production account using the default URL.
   • Sandbox to connect to a Salesforce sandbox account using the default URL.
   • Custom to connect to a Salesforce account at a custom URL.

7. Provide the following connection settings:

   • URL:

     If the selected Connection Type is Production, the URL will be https://login.salesforce.com

     If the selected Connection Type is Sandbox, the URL will be https://test.salesforce.com

     If the selected Connection Type is Custom, specify the URL of your Salesforce database.

   • Username: The username for accessing the Salesforce database.
   • Password: The password associated with the above username.
   • Security Token: If you are in possession of a Salesforce Security Token, you can enter it here.

8. Select one of the following Check for changes options:

   • Periodically - When this option is selected, Replicate checks for changes according to the Incremental load interval (seconds)

     Information noteThe interval will start after each "round". A round can be defined as the time it takes for Replicate to read the changes from the source tables, and send them to the target (as a single transaction). The length of a round varies according to the number of tables and changes. So if you specify an interval of 10 minutes and a round takes 4 minutes, then the actual time between checking for changes will be 14 minutes.

   • Once only and then as scheduled - When this option is selected, to continue capturing changes after the initial task run, you need to schedule the task to run according to your needs.

     Information noteThis option is only relevant if the interval between the CDC cycles is 24 hours or more.

     For information on scheduling tasks, see Scheduling jobs.

9. To verify that your connection settings are correct, click Test Connection.
10. Click Save to save your settings.