How to setup Salesforce authentication with Panaya?

To configure Panaya ForeSight to work with your SFDC Organizations - 

  1. Click on the Setting button to open up the Configuration page
  2. In the Salesforce section select to Manage Authentication
  3. Verify that pop-ups are enabled on your browser
  4. This is where you can manage your Sandbox and Production Organizations -

    For the Sandbox Organizations
    Type the relevant SFDC login URL and click on Authenticate

    For the Production Organization
    Select the type of information you wish to collect. Then, type the relevant SFDC login URL and click on Authenticate.

    • Usage Information
      Select this option to retrieve and set the usage levels for certain component types
    • Components maintained in Production
      Select this option to retrieve the metadata for component types if their Last Modified Date is later than the same component in the Sandbox.
      Panaya retrieves Reports, Dashboards, Page Layouts, and Mini Page Layouts from your Production org if their last update date is newer in production than it is in the sandbox.
  5. In the SFDC pop-up, fill in the username and password. The user used here should be assigned with the following privileges.

    Couldn't authenticate your org? Read this article about fixing usage authentication validation


Good to Know!
Use the Schedule Automation section to define automatic code extraction on selected days. The extraction will be uploaded to Panaya during off hours defined by your Panaya Customer Success Manager.


See also