Main Tab

The Main Tab is used to manage connection information and credentials for Salesforce and the target database.

Copy Salesforce To

Specifies the type of target database. Available database targets depend on the version of CopyStorm you have installed.

Salesforce Connection Parameters

These parameters are used when authenticating with Salesforce using a Username and Password.

Parameter Description
Instance Type Type of Salesforce instance being copied.

  • Production
  • Sandbox
 Username  A Salesforce user. This user must have API privileges. All data visible to this user will be copied to the CapStorm database.
 Password  The password for the Salesforce user.
 Security Token  Optional security token supplied by Salesforce.
 Alternate Host  If your connection to Salesforce does not use one of the standard endpoint ( or then you must specify your endpoint as an alternate host. Example:

 Advanced Parameters  Launch this dialog to set:

  • Proxy information
  • Password storage model
  • Secondary Salesforce connection parameters

Salesforce Advanced Parameters

Parameter Description
Credential Type Technique used to find the Salesforce password. The default, Username and Password, stores encrypted credentials in a project’s .copyStorm configuration file. To login to Salesforce using the JWT Oauth flow, change this to “Oauth 2.0 JWT” and see the JWT Configuration Reference. To login using an SFDX registered instance, change this to “SFDX Username or Alias” and see the SFDX Username Configuration Reference.
Salesforce Batch Size Default number of records to read from Salesforce in a single batch. The default, 2000, is the maximum supported by Salesforce and should not be changed unless the host machine has severe memory limitations. Decreasing this value will increase the number of API calls to Salesforce.
Max Timeout Number of seconds to wait for a response from Salesforce.
Describe Batch Size Number of table descriptors to read from Salesforce in a single batch.
Apache/HttpClient If checked then the Apache/HttpClient will be used to communicate with Salesforce instead of the technique built into the the WSC library. It is unusual to need the Apache/HttpClient.
Proxy Host Optional name or IP address of a proxy host
Proxy Port Optional port on which a proxy host is listening.
Proxy User Optional user name when a proxy requires it.
Proxy Password Optional password when a proxy requires it.

Database Connection Parameters

Parameter Description
Connection String JDBC connection string required to create a CopyStorm database.
Connection String Builder  Clicking on this button launches a dialog that helps create a valid connection string.
Username  CopyStorm database username.
Password  CopyStorm database password.
Schema  Default schema to use. Note that this parameter is not supported by all databases.

Database-Specific Configuration