Add a Salesforce DataFlow connection

You can add a connection to your Salesforce instance using ThoughtSpot DataFlow.

To add a new connection to Salesforce, follow these steps:

  1. Click Connections in the top navigation bar.

  2. In the Connections interface, click Add connection in the top right corner.

  3. In the Create Connection interface, select the Connection type.

  4. After you select the Salesforce Connection type, the rest of the connection properties appear.

    See Connection properties for details, defaults, and examples.

    Connection name

    Name your connection.

    Connection type

    Choose the Salesforce connection type.

    User

    Specify the user id. This user must have data access privileges.

    Password

    Specify the password.

    Use sandbox

    Specify if connecting to copy of a production environment.

  5. Click Create connection.

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