1. Set Login Options
- Auto Login: Checked: Saves the username/password AND automatically logs the user in
- Check BEFORE entering login information
- Required when running DemandTools as a Scheduled Job (i.e. using DemandTools JobBuilder)
- When checked, the login screen will no longer be displayed when launching DemandTools
- OAuth Auto Login checkbox can unchecked in DemandTools - Options - General Settings
- Sandbox Login: Checked: Redirects the OAuth Login to the sandbox (test) login servers
- OAuth Connected App: ONLY check this option if API Client Whitelisting is enabled
- Custom API Version (optional): Check and specify the desired API version
- By default DemandTools will use the API Version the current version was built on
- Newer API versions can be specified to access new features (i.e. new tables/fields) in the latest Salesforce Release
- Custom Domain: Applicable to Organizations that have a custom domain defined e.g. xyz.my.salesforce.com
- Optional for non SSO logins
- Type in the domain and click Set to save for future logins
- DO NOT include my.salesforce.com, i.e. enter xyz vs. xyz.my.salesforce.com
- For sandboxes, include the sandbox name and cs server (company--sbname.csX), i.e. xyz--test.cs7
2. Enter the Salesforce username and password
3. Click Log In
- Select "Allow" when prompted by Salesforce to confirm the login
