Add a Salesforce connection
You can add a connection to your Salesforce instance using ThoughtSpot DataFlow.
To add a new connection to Salesforce, follow these steps:
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Click Connections in the top navigation bar.
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In the Connections interface, click Add connection in the top right corner.
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In the Create Connection interface, select the Connection type.
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After you select the Salesforce Connection type, the rest of the connection properties appear.
See Connection properties for details, defaults, and examples.
- Connection name
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Name your connection.
- Connection type
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Choose the Salesforce connection type.
- User
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Specify the user id. This user must have data access privileges.
- Password
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Specify the password.
- Use sandbox
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Specify if connecting to copy of a production environment.
- JDBC options
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Specify the options associated with the JDBC URL.
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Click Create connection.
