Can’t connect to Salesforce using Crystal Reports 2008 SP3

[brad_hood]

Hi, we are trying to create a salesforce connection in crystal reports and have not had any luck. We go through a proxy server to access the internet and I am not entirely sure what should be entered where.

In the crystal reports connection string SalesForce logon:

Should the Server stay as www.salesforce.com or point something else like the instance?

Should I append my security token to my salesforce password?

From what I have read we need to make adjustments to the CRConfig.xml if we use a proxy

For the proxy address, should it be http://<proxy server name>.com?

For the proxy user name, should I include the domain? Domain\usersname?

Any help would be appreciated as I am under a time constraint.

Thanks,

Brad Hood

[Former Member · Accepted solution]

Hi Brad,

The server can be www.salesforce.com.

The password has to be combination of salesforce password and security token.

The proxy settings is to be turned to true in CRConfig.xml file if there is any proxy server.

Kindly tyake a back up of CRConfig file before making any changes to it.

The steps to make changes in CRConfig.xml file are as follows:

1. Open CRconfig.xml file in notepad.
2. Go to the section <sForce>
3. Modify the lines below

  <UseProxy>FALSE</UseProxy> --> Change it to TRUE

<ProxyAddress></ProxyAddress> --> Enter proxy address (for instance on my machine is ‘Proxy)

<ProxyPort></ProxyPort> --> Enter port number 

4. Save and close Crconfig.xml and restart the Crystal Reports application.

Proxy address and proxy port are available from the Tools menu of Internet Explorer:

1. Run Internet Explorer;
2. Go to Tools >> Internet Options
3. On Connections tab click button Lan Settings

Below is an example how it would look after modifications

<UseProxy>TRUE</UseProxy>

<ProxyAddress>Proxy</ProxyAddress>

<ProxyPort>8080</ProxyPort>

Hope this helps!

- Nrupal

[brad_hood · Accepted solution]

Hi Nrupal,

Thanks for the quick response, much appreciated. I tried what you had said and I aa receiving the following error:

Login failed.

Details: Unexpected error

(302)Found

I am still not sure whether I am updating the config file correctly and/or connection. This is what I did:

SalesForce connection: Left www.salesforce.com

SalesForce userID: brad.hood@<mycompany>.com (normal way I log into SalesForce production

SalesForce password: <mysalesforceloginpassword><security token>

Config file properties:

Proxy server: in internet options/lan settings, “Use automatic configuration script” is checked. Address value http://<mycompanyproxyname>:81/. I am assuming 81 is the port number.

<UseProxy>TRUE</UseProxy>

<ProxyAddress><mycompanyproxyname></ProxyAddress>

<ProxyPort>81<ProxyPort>

Thanks,

Brad Hood

[Former Member · Accepted solution]

Hi Brad,

What is the version of Crystal Reports that you are using to connect with SFDC?

- Nrupal

[brad_hood · Accepted solution]

Hi Nrupal,

Crystal Reports version: 12.3.0.601

Thanks,

Brad Hood

[brad_hood · Accepted solution]

Hi Nrupal,

I finally got this to work. I had to reach out to our web team to get the right proxy name. The proxy name still did not work for me in the config file but the IP address did. I also had to add the xml tags for the proxy credentials:

<ProxyUsername></ProxyUsername>

<ProxyPassword></ProxyPassword>

Proxy user name needs to include domain (i.e. Domain\username).

Thanks for all of your help on this.

Brad Hood