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Creating a Salesforce Connection Shared Resource

To use the plug-in activities, you must create a Salesforce connection using the Salesforce shared resource. The Salesforce shared resource describes the connection between the plug-in and the Salesforce.com server.

Prerequisites

The Salesforce Connection shared resource is available at the Resources level. Before creating a shared Salesforce resource, ensure that you have created a project as described in Creating a Project.

Procedure

  1. Expand the created project in the Project Explorer view.
  2. Right-click the Resources folder and click New > Salesforce Connection.
  3. The resource folder, package name, and resource name of the Salesforce connection are provided by default. If you do not want to use the default configurations, change them accordingly. Click Finish to open Salesforce Connection Editor.
  4. Configure the related fields in the Salesforce Connection Editor.
    See Salesforce Connection for more details.
  5. Click Test Connection to validate the connection.

What to do next

After creating the Salesforce connection, fetch the Salesforce metadata from the Salesforce.com server when selecting a Partner WSDL for your project. For more information, see Getting Metadata. The metadata is the key part of the database operations.