Salesforce

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. 

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