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Our platform enables you to quickly and easily connect your data sources to Salesforce Objects.
This enables a one-way synchronization to occur – where any changes in the Salesforce Objects are downloaded into your data source on a regular basis.
Your data source will be automatically updated in this way until you remove the connector or an error occurs (such as losing authorization to access the database).
Note: You must ensure that you have a valid Salesforce Connection set up on your organisation before adding a connector.
Adding a Salesforce Data Source Connector
Navigate to the Settings page of the data source you’d like to import rows into.
- Connected Data>Data Sources
- In the list of available data sources, hover your mouse over the listing of the data source you wish to connect.
A set of options will show, click on the Settings link.
On the Settings page, after Basic and Advanced Options is the Connector option, click the Add Connector link.
- A new window with connectors to choose from will appear, click the Salesforce option.
The page should refresh with your newly added connector to be configured.
Configuring a Salesforce Data Source Connector
Next, configure the following:
- Salesforce Object
The name of the Salesforce Object that will be queried .e.g Contact, WorkOrder
Specify all of the fields that will be returned from the query comma separated.
e.g Id, Name, Lastname
Complex compound fields are not currently supported but can be referenced by the fields that they are comprised of. Instead of referencing the complex address type “MailingAddress”, rather reference the sub-fields “MailingCity” or “MailingStreet”.
e.g Id, Name, Lastname, MailingCity, MailingStreet
For more information about Salesforce Object fields go to the Salesforce Field Reference Guide.
Add an optional filter clause to the query that will only return desired records.
e.g WHERE Lastname = ‘Good’
- Refresh Frequency
The frequency that data is pulled by this connector.
When you save your changes, the connector will be fired for the first time and after that will run at the refresh frequency you specified in the connector settings.
Wait a minute or so and then check the Rows page of your data source.
If rows are not downloaded, then there may be an error with the connection to Salesforce
You can check errors by clicking on the View Logs button shown next to your connector on the Settings page.