SentryOne Document SalesForce

SalesForce

Solution Item IconDescription
SentryOne Document SalesForce Solution Item IconSentryOne Document allows you to document the SalesForce.com connections within your environment. 

Adding SalesForce

Add a SalesForce solution item to your SentryOne Document solution by completing the following steps:

1. Select Add to add a new solution, or select Open to open an existing solution in the SentryOne Document configuration tool. SentryOne Document Solution Configuration Tool Open Solution

2. Select Add to open the Add Solution Item window. SentryOne Document Solution Configuration Tool Add Solution Item

3.  Enter an item name, then select SalesForce from the Source type drop-down list.

SentryOne Document Add Solution Item Salesforce

4. Enter your SalesForce login in the Username field, then enter your associated password and security token from SalesForce in the Password field. 

SentryOne Document Add Solution Item Salesforce enter Username and Password

5. Enter the amount of time in seconds you want the provider to wait before the connection times out.

SentryOne Document Add Solution Item Salesforce enter Timeout

Note:  60 seconds is the default connection timeout value.

6. Enter your connection endpoint in the Enter the Server URL field. 

SentryOne Document Add Solution Item Salesforce enter Server URL

Note:  For most SalesForce accounts, the Server URL starts with https://login.salesforce.com. For SalesForce sandbox accounts, the Server URL starts with https://test.login.com.

Note:  If you want to use a proxy to connect to the Internet, select click here to open the SalesForce Proxy configuration page. Select Use Proxy to begin configuring your credentials. Enter the Host and Port number for your proxy, and then enter the desired Domain. Enter the Username and Password for your proxy, and then select Ok to continue to Step 7.

SentryOne Document Add Solution Item Salesforce Proxy Configuration page
SentryOne Document Add Solution Item Salesforce Proxy configured

7. Select Validate to validate your connection credentials. After your connection has been validated, select OK to save your SalesForce solution item.

SentryOne Document Add Solution Item Salesforce Validate connection
SentryOne Document Add Solution Item Salesforce select Ok

SalesForce Solution Item Sample Documentation

Additional Information: You need to take a snapshot of your Solution and SalesForce Solution item before viewing any documentation or lineage. For more information about taking a snapshot, see the Generating Documentation and Scheduling a Snapshot articles.

After adding a Solution with your SalesForce Solution Item, and taking a snapshot, you are ready to view your documentation. 

SentryOne Document SalesForce Flow Documentation example
SentryOne Document SalesForce Flow Documentation example

SentryOne Document SalesForce Object Documentation example
SentryOne Document SalesForce Object Documentation example

Additional Information: For more information about the Documentation tab in SentryOne Document, see the Documentation article.

SalesForce Solution Item Sample Lineage

After adding a Solution with your SalesForce Solution Item, and taking a snapshot, you are ready to view your Solution's lineage within the environment. Lineage provides some of the same options on the nodes, but displays graphs and dependency flows of the information and connections. You can adjust the granularity or apply filters. 

View the lineage for Inbound and Outbound Flows.

SentryOne Document SalesForce Inbound Flow Lineage example
SentryOne Document SalesForce Inbound Flow Lineage

SentryOne Document SalesForce Outbound Flow Lineage example
SentryOne Document SalesForce Outbound Flow Lineage

View the lineage for individual objects.

SentryOne Document SalesForce Object Lineage example

Additional Information: For more information about the Lineage tab in SentryOne Document, see the Lineage article.