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Salesforce Connection Management

Add Salesforce Connection

The SLAM_add_connection command validates, stores and activates a Salesforce connection for use by the SQL Server Service Account. The connection details include the Salesforce API version, which is used for all future Speediful operations with this username.

By default, a connection test is performed and the connection will only be stored if this test passes. The connection test can be skipped.

warning

The added connection is automatically activated for use in all future operations.

tip

The active user is stored in field SLAM_Settings.Username

EXEC dbo.SLAM_add_connection
@username = 'your_username@company.com', -- Required
@password = 'your_password', -- Required
@token = 'your_security_token', -- Required
@domain = 'login', -- Optional (default: 'login'. For sandboxes use 'test')
@environment_name = 'alias', -- Optional (default NULL)
@api_version = 60, -- Optional (default: 60)
@skip_test = 0 -- Optional (default: 0)

SELECT * FROM SLAM_Settings -- Username is set to your_username@company.com for all future operations

Custom Domains can be specified as follows:

  • Sandboxes: @domain = 'acmecorp--partial.sandbox.my' to log into acmecorp's sandbox named 'partial'
  • Production: @domain = 'acmecorp.my'
important

Object, record, field and data access depends on the policies applied to Salesforce, which is usually administered via Profiles, Permission Sets and Permission Set Groups. Certain feature licenses or user attributes may also be required. Troubleshooting of access should be in consultation with the Salesforce administrator and Salesforce documentation. It is recommended to review and apply these permissions where appropriate:

  • Object level permissions
  • View All Data permission
  • Modify All Data permission
  • Field level security
  • View Encrypted Data

List Available Connections

Prints the available connections

EXEC dbo.SLAM_list_connections

Set Active Connection

Activating a connecting sets it as the Salesforce user for all future operations. This simply updates the value Username in table SLAM_Settings

EXEC dbo.SLAM_use_connection_username @username = 'your_username@company.com'

SELECT * FROM SLAM_Settings -- Username is set to your_username@company.com for all future operations

Test Connection

Confirms a stored credential is valid by performing a login operation

EXEC dbo.SLAM_test_connection @username = 'your_username@company.com'

Remove Connection

Deletes a stored credential

EXEC dbo.SLAM_remove_connection @username = 'your_username@company.com'