Use this to create a new Connection to a Salesforce environment. The connection will be maintained until it is disconnected or a connection to a different environment is established. The nickname of the current connection is displayed in the top right corner of the workspace.
Select between connecting using a Password or an OAuth connection. OAuth feature is still in beta, so feedback on this feature is appreciated. The following instructions are for using a Password. See below for setting up an OAuth connection.
Select whether this is a Production Environment, Sandbox Environment, or Environment with a Custom Domain name.
You will only be prompted to enter a URL when "Custom" Environment is selected.
Enter your Salesforce Username.
Enter your Salesforce Password. Depending on the location you are connecting from, you may need to provide your Password and Token. Selecting the Show checkbox displays the Password.
Providing a Nickname helps identify where security files are retrieved from. Also, if you want to save this login information, the nickname is required.
You may optionally select a color to be associated with this connection. Within the workspace, column headers will be displayed with the selected color. This is particularly useful when comparing security settings from different connections.
Normally, Security Zen retrieves a list of entities and security files upon connection to an environment. If you are using Security Zen to just create an ANT package or View Deploy Details, you can connect faster by skipping the retrieval of these entities and security files (i.e. uncheck this checkbox). Default is checked, so lists of entities and security files are retrieved upon connecting.
Selecting the Save checkbox will save the connection information for easy access later on.
WARNING: Usernames and passwords will be stored unencrypted on your machine. Do NOT save a connection if using Security Zen on a shared computer or if there is a risk that this information could be accessed.
If you are using the OAuth feature, a little set up is required within Salesforce first.
Within Salesforce, go to Setup->Apps->App Manager
Select "New Connect App" button and fill in the following:
Select Save button
Select Continue button
Allow up to 10 minutes for changes to take effect on the server before using the connected app.
Copy the Consumer Key from the Connected App you just configured within Salesforce.
Within Security Zen, create a connection using the OAuth option and paste the Consumer Key. When connecting using the OAuth option, a browser window will be launched prompting you to enter your Salesforce username and password for the OAuth Login.
Select the Connect button to establish a connection. This will populate the available selections within Configure for this particular environment.
If you have saved connections, they will show as submenus under Saved in order to provide easy access to these connections. Selecting a Saved connection prompts with the connection window where you can connect or modify parameters.
This will disconnect if a connection is currently established.