In the Authentication tab, you can set up your authentication credentials to connect to Salesforce.

 


Setup

Username:

Required field. The username of the Salesforce user you'd like to authenticate with.


Password:

Required field. The password of the Salesforce user you'd like to authenticate with.


Security Token:

Required field. The security token of the Salesforce user you'd like to authenticate with.


Note that Salesforce won't allow you to view your Security Token – save it when you get it!
You can reset your Security Token from within Salesforce > My Settings > Reset My Security Token.


WSDL File:

Required field. The WSDL file as generated by Salesforce (read more here).

  • Use Partner for Sandbox
  • Use Enterprise for live system
  • Ensure that the filename ends with ".wsdl.xml" (without quotation marks)
  • Please note that we can't accept a WSDL file of more than 10MB


Note: if you switch from Sandbox to Enterprise, you should upload the corresponding WSDL.


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