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Managing Data Source Credentials

A data source credential is a saved username and password that can be used to access a data source. In general, you need a data source credential for each database and each API (for example, Salesforce) that you access.

Defining a Credential

To create a credential:

  1. Click the Management icon.

  2. In the Data Loader section, click Credentials.

    The page then displays a table of the existing credentials.

  3. Click New Credential in the upper right, above the table of credentials.

    The system displays a popup dialog box.

  4. Enter the following values into the dialog box:

    • Name—The unique name for this set of credentials. This is the name by which you will refer to the username/password combination.

    • Username—A username.

    • Password and Confirm Password—The password associated with this username.

      This information is masked when you type it in, and is not displayed in any user interface.

  5. Click Submit.

Editing a Credential

To edit a credential:

  1. Click the Management icon.

  2. In the Data Loader section, click Credentials.

    The page then displays a table of the existing credentials.

  3. Click the Edit icon in the applicable row.

    The system displays a popup dialog box.

  4. Make edits as follows:

    • To modify the username, type the new username into Username.

    • To enter a new password, click Enter New Password and then type the new password into Password and Confirm Password.

  5. Click Submit.

Deleting a Credential

To edit a credential:

  1. Click the Management icon.

  2. In the Data Loader section, click Credentials.

    The page then displays a list of the existing credentials.

  3. Click the Delete icon in the applicable row.

    The system displays a popup dialog box to confirm this action.

  4. Click Delete.

See Also

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