Configure DPS to Connect to Salesforce

In the DPS browser application, you must use the Integrations utility to enable the Salesforce integration and configure the connection settings.

To configure DPS to connect to Salesforce:

1. In the Navigation pane, select Utilities > Integrations > Salesforce.
2. Enter the Consumer Secret and Consumer Key that were documented in the Enable Salesforce to Communicate with DPS procedure.
3. Click Connect to connect the Salesforce instance to DPS. After a successful connection:
   • The Connect button changes to Disconnect.
   • A message displays in the top banner to indicate that the process was successful.
   • The Data Update Options, Advanced Options, and Data Mapping sections are enabled.

   If the connection is not successful, an error message displays. Failures are recorded in an error log table. If alerts are configured, DPS sends a notification center alert to the users with roles impacted by the failure. See the Verify Salesforce Connection Information procedure for more information.

4. To disconnect Salesforce from DPS at any point, click Disconnect.
5. To view details from the most recent error log, click View Last Error Log See the View Error Log procedure for additional information.