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.
For certificate based authentication, see the Oauth 2.0 JWT Configuration reference.
For SSO-based authentication, see How to Login to Salesforce using SSO.
Parameter
Description
Instance Type
Type of Salesforce instance being copied.
Production
Sandbox
Database.com
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 (login.salesforce.com or test.salesforce.com) then you must specify your endpoint as an alternate host. Example:
capstorm.my.salesforce.com
Advanced Parameters
Launch this dialog to set:
Proxy information
Password storage model
Secondary Salesforce connection parameters
Salesforce Advanced Parameters
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 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
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