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Salesforce Licensing for Automated Data Extraction

DataSelf uses a CData ODBC (Open Database Connectivity) to automate the data extraction from Salesforce. To enable ODBC extraction in Salesforce, you need to have the appropriate Salesforce license that grants access to their database via ODBC. To determine the specific license type required for ODBC extraction, it's important to consider the following steps:

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  • To obtain your Salesforce security token:

    • Log in with the Salesforce user for data extraction and open the personal information page on http://Salesforce.com.

    • Click the link to reset your security token. The token will be emailed to that user.

    • Specify the security token in the SecurityToken connection property or append it to the Password.

  • In the Salesforce ODBC to be used by ETL+:

    • Set the AuthScheme to Basic, provide a Salesforce User and Password as your login credentials, enter your Salesforce SecurityToken. By default, the SecurityToken is required, but you can make it optional by allowing a range of trusted IP addresses. To disable the security token:

      • Log in to Salesforce and enter Network Access in the Quick Find box in the setup section.

      • Add your IP address to the list of trusted IP addresses.

Important

  • Salesforce's licensing model and features can change, so consult the latest information from Salesforce directly or through a certified Salesforce partner.

  • The CData ODBC connector for SalesForce supports most of the API versions of SalesForce, but as the API of Salesforce has evolved over the years with new features and endpoints added, it is best to have a recent Salesforce version for the best connector experience. As of Summer 2023, the latest version is API version 58.0.