Configuring a Salesforce or RemedyForce Server Connection

Salesforce and RemedyForce can be used as either a Source or Target Server (subject to Licencing)

To use Salesforce or RemedyForce as the Source Server, select Salesforce from the Source Server Type dropdown.

To use Salesforce or RemedyForce as the Target Server, select Salesforce from the Target Server Type dropdown.

The connection details will be displayed and must be completed as follows:

Login URL:  https://login.salesforce.com

Security Token:  If your Salesforce administrator assigned you the “Two-Factor Authentication for API Logins” permission, use the code generated by an authenticator app, such as Salesforce Authenticator, for the security token value.  Otherwise, select View Profile from the Profile icon, select Settings, then from the 'My Personal Information' menu select Reset My Security Token and click Reset Security Token. The new security token is sent to the email address in your Salesforce personal settings.

API Version: 45

User Name: Your Salesforce username.

Password: Your Salesforce password.

If you want to retain the login details, select the Save Authentication option.  After selecting this option, the username and password are stored and do not need to be entered again the next time you open the same project from the same client machine.  Otherwise, you will need to re-enter them each time you open the project.

In order to check that the relevant servers can be accessed using the credentials provided, click on the Test button on the right for each connection. 

If the selected server is reachable then a confirmation message will be displayed.  If the server is not reachable then a failure/timeout message will be displayed.  Correct the Instance URL, Token, User Name and Password and try the test again. If the Salesforce server still is not reachable, check that you can connect using the same URL and credentials from a browser.

If migrating from RemedyForce to ServiceNow you can use the RemedyForce->ServiceNow migration templates available under File->New->Project From Template->RemedyForce-ServiceNow.