Retrieve Information from test.salesforce.com

The Salesforce Connector logs on to Salesforce through login.salesforce.com. To retrieve information from test.salesforce.com, modify the connector's application settings so that it logs on through the correct URL. The application settings are stored in an XML configuration file in the connector's installation folder. For more information about application settings configuration files, refer to the documentation for the Microsoft .NET Framework.

To use test.salesforce.com

  1. Open the connector's installation folder.
  2. Create a file named SalesforceConnector.exe.config in a text editor, containing the following XML.

    TIP: The file name might be different if you chose a different name for the connector service when installing the connector, but the extension is always .exe.config.

    <?xml version="1.0" encoding="utf-8" ?>
    <configuration>
        <configSections>
            <sectionGroup name="applicationSettings" type="System.Configuration.ApplicationSettingsGroup, System, Version=2.0.0.0, Culture=neutral, PublicKeyToken=b77a5c561934e089" >
                <section name="Autonomy.Connector.Salesforce.Properties.Settings" type="System.Configuration.ClientSettingsSection, System, Version=2.0.0.0, Culture=neutral, PublicKeyToken=b77a5c561934e089" requirePermission="false" />
                <section name="SalesforceConnector.Properties.Settings" type="System.Configuration.ClientSettingsSection, System, Version=2.0.0.0, Culture=neutral, PublicKeyToken=b77a5c561934e089" requirePermission="false" />
            </sectionGroup>
            <sectionGroup name="userSettings" type="System.Configuration.UserSettingsGroup, System, Version=2.0.0.0, Culture=neutral, PublicKeyToken=b77a5c561934e089">
                <section name="Autonomy.Connector.Salesforce.Properties.Settings" type="System.Configuration.ClientSettingsSection, System, Version=2.0.0.0, Culture=neutral, PublicKeyToken=b77a5c561934e089" allowExeDefinition="MachineToLocalUser" requirePermission="false"/>
            </sectionGroup>
        </configSections>
        <applicationSettings>
            <Autonomy.Connector.Salesforce.Properties.Settings>
                <setting name="SalesforceConnector_SalesforceService_SforceService" serializeAs="String">
                    <value>https://test.salesforce.com/services/Soap/u/46.0</value>
                </setting>
            </Autonomy.Connector.Salesforce.Properties.Settings>
        </applicationSettings>
        <userSettings>
            <Autonomy.Connector.Salesforce.Properties.Settings>
                <setting name="SalesforceConnector_SalesforceService_SforceTokens" serializeAs="String">
                    <value>https://test.salesforce.com/services/oauth2/token</value>
                </setting>
            </Autonomy.Connector.Salesforce.Properties.Settings>
        </userSettings>
    </configuration>
  3. Save and close the file.
  4. (If you are authenticating with Salesforce using OAuth, rather than a user name and password). You must configure the OAuth tool to use test.salesforce.com URLs before you obtain OAuth tokens. If necessary, update the values of the AuthorizeUrl and TokenUrl parameters in oauth_tool.cfg and run the OAuth tool again. For more information about configuring OAuth, see Configure OAuth Authentication.