Salesforce Authentication

Options

OAuth2 Interactive Authentication

Authenticate

Press this button to authentication with Salesforce. A page will be opened in your browser, which will ask you to sign in to your Salesforce account. Once you are logged in, you will be asked to accept the permission requests of the KNIME Analytics Platform application if you did not accept the permissions previously. If the authentication succeeded, you will be redirected to a page that states that the verification code has been received and that you may close the window. The status in the node dialog will update to "Authenticated".

When choosing the Node credentials storage location, the node saves a refresh token with access to your Salesforce account (with the specified permissions) in the node settings. Before sharing the workflow, you should clear your credentials in the node dialog.

Credentials Storage Location

Select where authentication credentials should be stored:

• Memory: The authentication credentials will be kept in memory. They are discarded when closing KNIME.
• Local File: The authentication credentials will be saved and loaded to and from the selected file.
• Node: The authentication credentials will be saved in the node settings. If you choose this option, the workflow will contain your authentication information after is has been saved. Thus, access to your Microsoft account will be available to others if you share the workflow.

Clear Selected Credentials

Deletes the authentication credentials stored at the selected location. If Local File was selected, the file will be deleted if it contains previously stored credentials. Otherwise, the file will be left untouched and an error is displayed. If Node was selected, the credentials will be cleared from the node settings not before saving the workflow.

Clear All Credentials

Deletes all stored authentication credentials. Also see description of Clear Selected Credentials button. In case you do not want to share your credentials with this workflow, all credentials should be cleared beforehand.

Username + Password Authentication

Credentials

Choose a credentials object to control username and password (generally preferred, especially when used on KNIME Server)

Username & password

Enter username, password and security token directly. Note the password and security token will be saved as part of the node configuration in a weakly encrypted (symmetric) format. The Security Token can be reset in the users's Salesforce Account settings.

Instance Type

Use Production Instance

Uses the production org. If in doubt, use this.

Use Test Instance

Connects to a Salesforce sandbox instance, which is isolated from the production org.

Connection Settings

Connection timeout (seconds)

The http connection timeout used in this node and also downstream nodes when connecting to the salesforce instance.

Read timeout (seconds)

The http read timeout used in this node and also downstream nodes when connecting to the salesforce instance.

Views

This node has no views

Workflows

• 00_xplan sf dbconv-insert via xport-AccountKNIME Hub
• 01_xplan sf dbconv-insert via csv-AddressKNIME Hub
• 01_xplan sf dbconv-insert via xport-AddressKNIME Hub
• 30_xplan sf dbconv_opex_service_historyKNIME Hub
• 31_xplan sf dbconv_opex_consent_tableKNIME Hub
• existing_records_w_docnotesKNIME Hub
• KNIME_Salesforce_PeopleTableKNIME Hub
• KNIME_Salesforce_PeopleTableKNIME Hub
• revenue_adviser_matchingKNIME Hub
• revenue_create_policy_recordsKNIME Hub
• Salesforce Bulk operationsKNIME Hub
• soql_managerKNIME Hub
• soql_sql_connect_testKNIME Hub

Links

• No links available

Developers