Salesforce Connector 24.4
IDOL Salesforce Connector Help

# 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 .NET application settings so that it logs on through the correct URL. For more information about application settings configuration files, refer to the documentation for the Microsoft .NET Framework.

To use test.salesforce.com (for the standard connector)

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.

To use test.salesforce.com (for the NiFi Ingest connector)

1. Open the following folder:

   - If you have already added the connector to your data flow, open the folder `install/idol_repository/processor`, where `install` is the NiFi installation directory, and `processor` is the processor name.
   - If you have not added the connector to your data flow, open the folder `install/idol_repository`, where `install` is the NiFi installation directory. In this case the configuration file that you provide will be used for all Salesforce connector processors that you add to the data flow in future.

2. Create a file named `SalesforceConnector.config`, containing the same XML as provided above for the standard connector.

3. If you are configuring an existing processor, restart NiFi.
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, run the OAuth configuration wizard again.

Copyright 2024 Open Text
Version 24.4 | Last updated September 2024

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Product: IDOL Salesforce Connector 24.4

Topic Title: Retrieve Information from test.salesforce.com