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