Salesforce connector

When to use this connector

Etlworks Salesforce connector allows fast, real-time access to Salesforce data. The connector supports all objects and metadata (fields) available through the Salesforce API and works just like any other database connector. 

Use this connector to create flows that work with Salesforce. 

Prerequisites

You must have a Salesforce account. Sign up free if you don't have an account yet. 

Creating a connection

Step 1. In the Connections window click the + button, and type in Salesforce.

Step 2. Enter the connection parameters

Connection parameters

• Login URL - The URL that you use to login to Salesforce (not the same as your Salesforce instance URL).
• User - the email address of the Salesforce user.
• Password - the password (do not append security token to the password).
• Security Token - the security token. Read what a Salesforce security token is and how to find it.
• Other Parameters - optional parameters as key=value pairs. Read about optional connection parameters.

If you need to access a Salesforce instance that can only be accessed via an SSH tunnel, you need to specify additional information in the "Connect over SSH tunnel" section of the connection screen.

• SSH Host - the name or IP address for the host accepting SSH connections.
• SSH Port - the port accepting SSH connections. The default value is 22.
• SSH User  - the user name
• SSH Password - the optional password
• Private Key File - the private key file in the pem or ppk format used for SSH authentication. Click the "Upload/Select ssh key" button to manage SSH keys using GUI. You can also upload the private key file manually and use the token {app.data} as a part of the filename, for example, {app.data}/keys/secret.pem. This parameter is optional.

• SSH Passphrase - the optional passphrase (password) used together with a private key file.

Working with Salesforce 

• Extracting data from Salesforce
• Loading data in Salesforce
• Exploring data in Salesforce