Salesforce OAuth enables you to import datasets without revealing your login credentials to InfoSum.
After setting up the connection, you will then be able to securely import datasets from Salesforce without using login credentials in InfoSum Platform.
To set up the connection, login to InfoSum Platform if you haven't already, and head to Account Settings. Select Access, then OAuth. All OAuth connections are managed here.
When you click the Connect button, you will be directed to the Salesforce login page as shown below.
Enter your account credentials, then Allow access.
That's all! You will now be taken back to the OAuth page, where you can see the active connection. If you want to, you can edit or revoke the connection from here.
You can now import datasets using a Salesforce connector:
- Data connector for Salesforce Reports
- Data connector for Salesforce SOQL
- Data connector for Salesforce Bulk SOQL