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Connecting to Salesforce with TimeXtender SAAS

  • July 1, 2024
  • 4 replies
  • 95 views

wouter.goslinga
TimeXtender Xpert
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Does anyone have any experience with or a tutorial for extracting Salesforce data with TX SAAS? I'm trying to connect to Salesforce, getting a succesful connection message but when I synchronize the datasource, the sync task is successful but no table is shown:

 

Best answer by Christian Hauggaard

As discussed in the support ticket, the error was resolved by unchecking the 'Use Reports' checkbox

Response from Cdata:

“It seems the Salesforce API is throwing an exception when the driver is attempting to query the Report object, and this is likely because the user that is authenticating doesn't have API access to this object. They can either check their permissions and see if there is an issue there, or if they don't actually need the reports to be exposed by the driver, they can set the IncludeReports property to false, and we won't attempt to query them:
CData ADO.NET Provider for Salesforce - IncludeReports

4 replies

Christian Hauggaard
Community Manager
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Hi @wouter.goslinga 

Which Salesforce provider are you using? Are you using the one marked below i.e. Salesforce 2023 (23.0.8771)? 

Which authentication method are you using?


wouter.goslinga
TimeXtender Xpert
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  • Author
  • TimeXtender Xpert
  • 52 replies
  • July 1, 2024

Hi @Christian Hauggaard 

Provider is Salesforce (no suffix) v23.0.8771.0:

Auth:

I'm using the ‘User Credentials and a Security Token’ part on the CDATA web page which has been checked with the Salesforce dept. that has provided me with url, token, user, password.


Christian Hauggaard
Community Manager
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Hi @wouter.goslinga thanks for confirming, I have opened a support ticket for this


Christian Hauggaard
Community Manager
Forum|alt.badge.img+5

As discussed in the support ticket, the error was resolved by unchecking the 'Use Reports' checkbox

Response from Cdata:

“It seems the Salesforce API is throwing an exception when the driver is attempting to query the Report object, and this is likely because the user that is authenticating doesn't have API access to this object. They can either check their permissions and see if there is an issue there, or if they don't actually need the reports to be exposed by the driver, they can set the IncludeReports property to false, and we won't attempt to query them:
CData ADO.NET Provider for Salesforce - IncludeReports