> ## Documentation Index
> Fetch the complete documentation index at: https://docs.sync.cdata.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Salesforce

export const CommonDatasourceMoreInformation = ({datasource = "the data source", advancedurl = "", siteName = "CData Sync", driverVersion = ""}) => {
  return <>
      <p>
        {siteName} と{datasource} の連携について、詳しくは{' '}
        <a href={`https://cdn.cdata.com/help/${advancedurl}${driverVersion}/jp/synch/default.htm`}>
          {datasource} Connector for {siteName}
        </a> を参照してください。
      </p>
    </>;
};

export const CommonAuthSchemeOauthEmbedded = ({siteName = "CData Sync", siteNameShort = "Sync", datasource = "the data source"}) => {
  return <>
      <p>
        {siteName} は、接続するための組み込みOAuth アプリケーションを提供します。アプリケーションを使用するには、<strong>Auth Scheme</strong> で<strong>OAuth</strong> を選択します。追加のプロパティは必要ありません。
      </p>
    </>;
};

export const CommonDatasourceAddConnector = ({datasource = "the data source", title = "the connector", destination = false, siteNameShort = "Sync"}) => {
  return <>
      <p>
        {siteNameShort} で{datasource} のデータを使用できるようにするには、まず以下の手順でコネクタを追加する必要があります：
      </p>
      <ol>
        <li>{siteNameShort} のダッシュボードから<strong>接続</strong>ページを開きます。</li>
        <li><strong>接続を追加</strong>をクリックして<strong>コネクタを選択</strong>ページを開きます。</li>
        <li>
          <strong>{destination ? "同期先" : "データソース"}</strong>タブをクリックして
          <strong>{title}</strong> 行に移動します。
        </li>
        <li>
          行末にある<strong>接続を設定</strong>アイコンをクリックして、<strong>新しい接続</strong>ページを開きます。この操作により、{' '}
          <strong>接続を追加</strong>ダイアログボックスが開きます。
          <br />
          <strong>Note：</strong> <strong>接続を設定</strong>アイコンが表示されない場合は、<strong>コネクタをダウンロード</strong>アイコンをクリックして {title} コネクタをインストールしてください。
        </li>
        <li><strong>接続を追加</strong>ダイアログボックスに接続名を入力します。</li>
        <li><strong>追加</strong>をクリックして、コネクタの<strong>設定</strong>タブを開きます。</li>
      </ol>
      <p>
        新しいコネクタのインストールについての詳細は、{' '}
        <a href="../connections">接続</a>を参照してください。
      </p>
    </>;
};

export const CommonDatasourceIntroDestination = ({datasource = "the data source", siteName = "CData Sync"}) => {
  return <p>
      {siteName} アプリケーションから{datasource} コネクタを使用して、サポートされている任意のデータソースから同期先の{datasource} へデータを移動できます。これを行うには、コネクタを追加し、コネクタへの認証を行い、接続を完了する必要があります。
    </p>;
};

export const driverVersion = "M";

export const siteNameShort = "Sync";

export const siteName = "CData Sync";

<CommonDatasourceIntroDestination datasource="Salesforce" siteName={siteName} />

## Salesforce コネクタを追加

<CommonDatasourceAddConnector datasource="Salesforce" title="Salesforce" destination={true} siteNameShort={siteNameShort} />

## Salesforce への認証

After you add the connector, you need to set the required properties.

{siteName} supports authenticating to Salesforce in several ways. Select your authentication method below to proceed to the relevant section that contains the authentication details.

* [**Basic**](#basic)
* [**OAuth**](#oauth) (default)
* [**OAuth Client**](#oauth-client)
* [**OAuth Password**](#oauth-password)
* [**OAuth JWT**](#oauth-jwt)
* [**OAuth PKCE**](#oauth-pkce)
* [**OneLogin**](#onelogin)
* [**PingFederate**](#pingfederate)
* [**OKTA**](#okta)
* [**ADFS**](#adfs)
* [**Azure Active Directory**](#azure-active-directory)

### Basic

To connect with user credentials and a security token, specify the following settings:

* **Auth Scheme:** Select **Basic**.
* **User** – Enter the username that you use to authenticate to your Salesforce account.
* **Password** – Enter the password that you use to authenticate to your Salesforce account.
* **Security Token** – Enter the security token for your Salesforce account. If you do not know your security token, you can reset it as follows:
  1. Open your personal information page on the [https://www.salesforce.com/](https://www.salesforce.com/) website.
  2. Click the link to reset your security token. The token will be emailed to you.

### OAuth

<CommonAuthSchemeOauthEmbedded siteName={siteName} />

### OAuth Client

To connect with an OAuth client, specify the following properties:

* **Auth Scheme:** Select OAuthClient.
* **OAuth Client Id:** Enter the client Id that you were assigned when you registered your application with an OAuth authorization server.
* **OAuth Client Secret:** Enter the client secret that you were assigned when you registered your application with an OAuth authorization server.

After you specify the authentication scheme, complete the remaining steps for establishing your connection.

### OAuth Password

To connect with OAuth credentials, specify the following settings:

* **Auth Scheme:** Select **OAuthPassword**.
* **User:** Enter the username that you use to authenticate to your Salesforce account.
* **Password:** Enter the password that you use to authenticate to your Salesforce account.
* **Security Token:** Enter the security token for your Salesforce account. If you do not know your security token, you can reset it as follows:
  1. Open your personal information page on the [https://www.salesforce.com/](https://www.salesforce.com/) website.
  2. Click the link to reset your security token. The token will be emailed to you.

### OAuth JWT

To connect with JWT, specify the following settings:

* **Auth Scheme:** Select **OAuthJWT**.
* **OAuth JWT Cert:** Enter your Java web tokens (JWT) certificate store.
* **OAuth JWT Cert Type:** Enter the type of key store that contains your JWT Certificate. The default type is **PEMKEY\_BLOB**.
* **OAuth JWT Issuer:** Enter the issuer of your Java web token. Typically, the issuer is either the client Id or the email address of the OAuth application.
* **OAuth JWT Cert Password:** Enter the password for your OAuth JWT certificate.
* **OAuth JWT Cert Subject:** Enter the subject of your OAuth JWT certificate.
* **OAuth JWT Subject:** Enter the user subject for which the application is requesting delegated access.

### OAuth PKCE

To connect with the OAuth PKCE extension, specify the following settings:

* **Auth Scheme:** Select **OAuthPKCE**.
* **OAuth Client Id:** Enter the client Id that you were assigned when you registered your application with an OAuth authorization server.
* **OAuth Client Secret:** Enter the client secret that you were assigned when you registered your application with an OAuth authorization server.

### OneLogin

To connect with single sign-on (SSO) via OneLogin, specify the following settings:

* **Auth Scheme:** Select **OneLogin**.
* **User:** Enter the username for your PingFederate account.
* **Password:** Enter the password for your PingFederate account.
* **SSO Login URL:** Enter the login URL for your single sign-on (SSO) provider.
* **SSO Properties:** Enter the SSO properties that you want to use(for example, *SSOProperty1*=*Value1*;*SSOProperty2*=*Value2*;...).
* **SSO Exchange URL:** Enter the Salesforce OAuth 2.0 token endpoint for the identity provider (for example, https\://*MyOrganization*.*My.SalesforceAcct*.com/services/oauth2/*token*).

### PingFederate

To connect with single sign-on (SSO) via PingFederate, specify the following settings:

* **Auth Scheme:** Select **PingFederate**.
* **User:** Enter the username for your OneLogin account.
* **Password:** Enter the password for your OneLogin account.
* **SSO Properties:** Enter the single sign-on (SSO) properties that you want to use (for example, *SSOProperty1*=*Value1*;*SSOProperty2*=*Value2*;...).
* **SSO Exchange URL:** Enter the Salesforce OAuth 2.0 token endpoint for the identity provider (for example, https\://*MyOrganization*.*My.SalesforceAcct*.com/services/oauth2/*token*).

### OKTA

To connect with single sign-on (SSO) via Okta, specify the following properties:

* **Auth Scheme:** Select **OKTA**.
* **User:** Enter the username for your OKTA account.
* **Password:** Enter the password for your OKTA account.
* **SSO Login URL:** Enter the login URL for your single sign-on (SSO) provider.
* **SSO Properties:** Enter the single sign-on (SSO) properties that you want to use (for example, *SSOProperty1*=*Value1*;*SSOProperty2*=*Value2*;...).
* **SSO Exchange URL:** Enter the Salesforce OAuth 2.0 token endpoint for the identity provider (for example, https\://*MyOrganization*.*My.SalesforceAcct*.com/services/oauth2/*token*).

### ADFS

To connect with single sign-on (SSO) via ADFS, specify the following properties:

* **Auth Scheme:** Select **ADFS**.
* **User:** Enter the username for your ADFS account.
* **Password:** Enter the password for your ADFS account.
* **SSO Login URL:** Enter the login URL for your single sign-on (SSO) provider.
* **SSO Properties:** Enter the single sign-on (SSO) properties that you want to use (for example, *SSOProperty1*=*Value1*;*SSOProperty2*=*Value2*;...).
* **SSO Exchange URL:** Enter the Salesforce OAuth 2.0 token endpoint for the identity provider (for example, https\://*MyOrganization*.*My.SalesforceAcct*.com/services/oauth2/*token*).

### Azure Active Directory

To connect with single sign-on via AzureAD, specify the following settings:

* **Auth Scheme:** Select **AzureAD**.
* **SSO Properties:** Enter the single sign-on (SSO) properties that you want to use (for example, *SSOProperty1*=*Value1*;*SSOProperty2*=*Value2*;...).
* **SSO Exchange URL:** Enter the Salesforce OAuth 2.0 token endpoint for the identity provider (for example, https\://*MyOrganization*.*My.SalesforceAcct*.com/services/oauth2/*token*).
* **OAuth Client Id:** Enter the client Id that you were assigned when you registered your application with an OAuth authorization server.
* **OAuth Client Secret:** Enter the client secret that you were assigned when you registered your application with an OAuth authorization server.

## 接続を完了する

To complete your connection:

1. Specify the following properties:
   * (Optional) **API Version:** Enter your API version. The default version is **56.0**.
   * (Optional) **Login URL:** Enter your login URL for Salesforce.
   * (Optional) **Use Sandbox:** Select whether you want to enable the sandbox. By default, the **Enable** checkbox is not selected.
2. Define advanced connection settings on the **Advanced** tab. (In most cases, though, you should not need these settings.)
3. If you authenticate with OAuth, AzureAD, or OAuthPKCE, click **Connect to Salesforce** to connect to your Salesforce account.
4. Click **Create & Test** to create your connection.

## 詳細について

<CommonDatasourceMoreInformation datasource="Salesforce" advancedurl="RF" siteName={siteName} driverVersion={driverVersion} />