Salesforce

Overview #

Reportworq supports the refresh of Excel-based reports created using data from Salesforce. Reportworq Administrators can add and configure an Salesforce Datasource.

Prerequisites to adding Salesforce as Datasource:

1. Review the following https://cdn.cdata.com/help/RFM/ado/pg_connection.htm
2. Login to Salesforce – please note the user logging in must have access to create security tokens in SalesForce
3. Click on Profile – Settings
4. Click on Reset my Security Token on the left navigation under My Personal Information which will email you a new security token that is needed when establishing the connection in Reportworq.

To add and configure a Salesforce Datasource:

In the Reportworq Administration interface, select the add icon beside the Datasources heading.
The New Datasource Connection pane appears click + on Salesforce.

The Datasource configuration interface appears:

1. In the Datasource Settings area, configure the following settings as required:
   • Datasource Name: Provide a meaningful name for the Datasource connection.
   • Auth Scheme: Basic
   • User: account with access to SalesForce information needed whether a service account or user account
   • Password: password related to the user account
   • Security Token: this is the token sent by SalesForece via the reset security token prerequisite
2. To confirm that the settings are properly configured, select Test Connection.
   If the test fails, edit the settings as required, and then test again.
3. In the Datasource Settings area, select the Enable datasource connection checkbox.
4. Select the Save icon to save and apply the settings.