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Managing Data Source Credentials (2.13)

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 in the application menu.

  2. In the General 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 in the application menu.

  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 delete a credential:

  1. Click the Management icon in the application menu.

  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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