Salesforce

This extractor allows you to import data from Salesforce via the Bulk API. Data can be fetched in two ways; by running a specified SOQL query, or by selecting a Salesforce object and getting all data from that object.

Configuration

Create a new configuration of the Salesforce V2 extractor.

To configure this extractor, you need to provide a username, password, and API security token. Then select if you want to get data from your sandbox or production environment.

Screenshot - Config

After this you can configure individual queries or objects in the row based configuration.

Screenshot - Row configuration

In the row configuration select either Query or Object and use the corresponding text input to input a single query or object. Then select if you wish to fetch deleted records by checking the checkbox. Finally, set the loading type to either Full or Incremental based on your use case. In the incremental update, you can also set the incremental fetching option. Incremental fetching allows you to select a field in Salesforce for example LastModifiedDate and fetch records that have been modified since the last run of the component. LastModifiedDate is the default field, but you can also specify any field in salesforce containing a timestamp.

Load Type

Select one of the following two load types:

  • Incremental Update – updates the result tables based on the primary key set in the configuration
  • Full Load – overwrites the destination table each time

Limitations

Due to the extractor utilizing the Salesforce Bulk API, it will not be possible to run all types of queries.

Bulk API does not support queries with any of the following:

  • GROUP BY, OFFSET, or TYPEOF clauses
  • Aggregate functions such as COUNT()
  • Date functions in GROUP BY clauses (date functions in WHERE clauses are supported)
  • Compound address fields or compound geolocations fields