Polytomic connects to Salesforce using OAuth and requires a Salesforce account with read-write permissions. While not required, we recommend you create a user in Salesforce exclusively for Polytomic so that the audit logs in Salesforce distinguish all Polytomic activity.
Connecting Polytomic to a Salesforce sandbox is no different than connecting to a production instance; the same instructions apply. Indeed, if you have a Salesforce sandbox available we recommend you create two Salesforce connections in Polytomic: one to your sandbox for testing and one to your production instance.
In Polytomic, go to Connections → Add Connection → Salesforce.
Pick your connection name and enter your unique Salesforce domain or ID. The domain is often a string in the format
foocorp.my.salesforce.com. You can also enter your unique ID instead,
foocorpin this case.
Click Connect to Salesforce and go through OAuth authentication using a Salesforce account.
Click Save to save your new connection.
- After you've saved your connection, you can click into it anytime to see the Salesforce user account it is using.
- If you need to change the authorized user, all you need to do is click the
Force reconnectbutton and re-authenticate the connection.
- Polytomic automatically enforces a conservative daily Salesforce API-call limit on itself derived from your Salesforce instance. You can override Polytomic's automatic behavior with a specific daily API-call limit of your choice by ticking the 'Enforce API limits' box.
Updated 7 months ago