Allow Xplenty access your data on Salesforce

Xplenty can read you Salesforce data. This article details creating the Salesforce connection in Xplenty.
Note that Xplenty can only be used with Salesforce editions that have API access. Some plan types, including trial versions, do not have API access by default and cannot be used with Xplenty.

To create a Salesforce connection In Xplenty:
  1. Click your avatar at the top right of the window, then click Manage Connections.
  2. To create a connection, click new connection. 
  3. Choose Salesforce. 
  4. Select the Salesforce environment you'd like to connect to - production or sandbox - and click authorize.
  5. In the Salesforce login window, sign in with your Salesforce account (Note: The user name for a sandbox account is your user name with a dot sandbox account name suffix. For example, If your user name is danielle@ilovemycompany.com and your sandbox account name is test, your user name for it is danielle@ilovemycompany.com.test).
  6. In the next page, click "Allow" to allow Xplenty access on your behalf to Salesforce.
  7. In the new Salesforce connection window, name the connection and click create salesforce connection.
To modify Salesforce connections in Xplenty:
  1. Click your avatar at the top right of the window, then click Manage Connections.
  2. Click a connection to modify or delete it. To exit the edit Salesforce connection window without changes, click connections at the top of the edit Salesforce connection window.

Connectivity And Security

  1. Allowing Xplenty access to data on Amazon S3
  2. Allowing Xplenty access to my Redshift cluster
  3. Allowing Xplenty access to my data on Google AdWords
  4. Allowing Xplenty access to my data on Google Analytics
  5. Allowing Xplenty access to my Google BigQuery dataset
  6. Allow Xplenty access to my Google Cloud Spanner instance
  7. Allow Xplenty access to my data on Google Cloud Storage
  8. Allowing Xplenty access to my data on Hadoop Distributed File System (HDFS)
  9. Allowing Xplenty access to my server behind a firewall
  10. Allowing Xplenty direct access to relational databases on Amazon Web Services RDS
  11. Allowing Xplenty access to MongoDB
  12. Importing Heroku Connections
  13. Allowing Xplenty access to my data on Bing Ads
  14. Allowing Xplenty access to Azure SQL Databases
  15. Allowing Xplenty access to my data on Secure File Transfer Protocol (SFTP)
  16. Allowing Xplenty access to Facebook Ads Insights data (Beta)
  17. Allow Xplenty access your data on Salesforce
  18. Allowing Xplenty access to NetSuite
  19. Allowing Xplenty access to my data on Intercom
  20. Set up a reverse SSH tunnel from Windows
  21. Allowing Xplenty access to my data on Xero (Beta)
  22. Allow Xplenty access to my data on Azure Blob Storage
  23. Allowing Xplenty access to my Snowflake account
  24. Allowing Xplenty access to my data on YouTube
  25. Allowing Xplenty access to my data on Google Sheets
  26. Allowing Xplenty access to my data on Linkedin
  27. Allowing Xplenty access to my data on Instagram
  28. Allowing Xplenty access to my data on Shopify
  29. Allowing Xplenty access to my data on Pinterest
  30. Allowing Xplenty access to my Amazon Athena instance
  31. Allowing Xplenty access to my data on Xero

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