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Salesforce

Salesforce is one of the world's leading cloud-based Customer Relationship Management (CRM) platform known for its scalability and extensive customization capabilities. Trusted by companies of all sizes across various industries, Salesforce offers powerful sales, service, marketing, and analytics solutions. As a comprehensive cloud platform, Salesforce continues to innovate and provide new features to meet the evolving needs of modern businesses.

Timbr + Salesforce Logo

Integrating Salesforce with Timbr allows you to leverage Timbr's semantic graph capabilities while maintaining Salesforce's robust CRM and business process features. This integration enables advanced features like semantic querying, data virtualization, and integrated data management, providing powerful insights and efficiencies across your customer data.

Getting Started with Salesforce​

If you haven't yet set up a Salesforce org or connection, follow the steps provided in the links below to set up and connect to Salesforce:

To enable Timbr to connect to your Salesforce datasource, you need to configure the appropriate authentication and connection parameters. For detailed information on Salesforce API connections and authentication methods, refer to the Salesforce Developer Documentation and for REST API details, use the Salesforce REST API Guide.

Connecting Timbr to Salesforce in the Timbr Platform​

Once you've set up your Salesforce org and have the necessary authentication credentials, it's time to connect Timbr to Salesforce. Follow the steps below for a detailed tutorial on connecting Timbr to Salesforce:

  1. Navigate to Manage Datasources: From the Timbr interface, click on the Manage tab and select Datasources.

  2. Add New Datasource: On the top right, click the Add New Datasource button. Alternatively, you can click the big add button beneath the knowledge graphs and datasources tabs.

Add new datasource

  1. Fill in Connection Details: A pop-up window will appear where you need to provide the relevant connection details to connect Salesforce to Timbr.

There are two options in Timbr to enter the connection information: Simple or JDBC Url.

On the top right of the pop-up window , the toggle can be switched from Simple to JDBC Url in order to connect the datasource using the relevant JDBC URL.

tabs

Simple Tab Connection Configuration​

  1. Select Simple Tab: Ensure the Simple tab is selected.

  2. Fill in the Following Details:

    • Database Type: Select Salesforce.
    • Datasource Name: Enter a name for your datasource.
    • Description: Provide a description of the datasource (Optional).
    • Hostname / IP: The salesforce cloud is already in-place, if you have a VPC installation you can enter the hostname or IP address of the Salesforce instance.
    • Port: Default port for the Salesforce cloud is 443.
    • Username: Enter your Salesforce username.
    • Password: Enter your Salesforce password.
    • Additional Parameters: By default the most common additional parameters area already in place dataspace=default&clientId=<client_id>&clientSecret=<client_secret>
      • dataspace=default - The default dataspace in Salesforce to connect to
      • clientId=<client_id> - Change the <client_id> with your Salesforce Client ID
      • clientSecret=<client_secret> - Change the <client_secret> with the Client Secret associated with your client ID.
      • Add any additional connection parameters using & as separator.

JDBC URL Tab Configuration​

  1. Select JDBC URL Tab: Ensure the JDBC URL tab is selected.

  2. Fill in the Following Details:

    • Database Type: Select Salesforce.
    • Datasource Name: Enter a name for your datasource.
    • Description: Provide a description of the datasource (Optional).
    • Username: Enter your Salesforce username.
    • Password: Enter your Salesforce password.
    • JDBC URL: Enter the JDBC connection URL (e.g., jdbc:salesforce-datacloud://login.salesforce.com?&dataspace=default&clientId=<client_id>&clientSecret=<client_secret>).

jdbc tab

Save and Test Connection​

  1. After entering the details, click the Save button to save the information, connecting the Salesforce datasource to the Timbr environment.
  2. Once saved, on the top right, click the Test connection button to verify the datasource's connectivity, ensuring it is active and responsive.

For a comprehensive guide on connecting Timbr to various datasources, refer to the detailed documentation: