Managing Data Source Credentials (2.8)
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:
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Click the Management
icon in the application menu.
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In the General section, click Credentials.
The page then displays a table of the existing credentials.
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Click New Credential in the upper right, above the table of credentials.
The system displays a popup dialog box.
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Enter the following values into the dialog box:
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Name—The unique name for this set of credentials. This is the name by which you will refer to the username/password combination.
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Username—A username.
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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.
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Click Submit.
Editing a Credential
To edit a credential:
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Click the Management
icon in the application menu.
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In the Data Loader section, click Credentials.
The page then displays a table of the existing credentials.
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Click the Edit
icon in the applicable row.
The system displays a popup dialog box.
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Make edits as follows:
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To modify the username, type the new username into Username.
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To enter a new password, click Enter New Password and then type the new password into Password and Confirm Password.
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Click Submit.
Deleting a Credential
To edit a credential:
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Click the Management
icon in the application menu.
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In the Data Loader section, click Credentials.
The page then displays a list of the existing credentials.
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Click the Delete
icon in the applicable row.
The system displays a popup dialog box to confirm this action.
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Click Delete.