Salesforce connector

When to use this connector

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

Use this connector to create Flows that work with data in Salesforce. 

Prerequisites

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

Create a Connection

Step 1. In the Connection, window click +, and type in salesforce. 

Step 2. Select either Salesforce or Salesforce with OAuth2.

Step 3. Enter the Connection parameters.

Salesforce Connector

This free connector requires a username, password, and a Salesforce security token for authentication. It uses legacy Salesforce SOAP API and does not support advanced features available for Salesforce with OAuth2 connector:

• Authentication with Oauth2 (Login with Salesforce).
• UPDATE.
• UPSERT (MERGE)
• DELETE.

Available parameters

• Login URL: the URL you use to log in 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.

Salesforce with OAuth2 authentication

• Starter
• Business
• Enterprise
• On-Premise
• Add-on

Etlworks partnered with CData to provide access to the Salesforce API using industry-standard JDBC protocol. Read about CData Salesforce JDBC connector. 

Use the Salesforce with OAuth2 connector if you want to keep the user's credentials (username and password) private. The connector requires the authenticating user to interact with Salesforce using the browser.

This is a premium connector, so please contact support@etlworks.com to enable it for your account.

Available parameters

• Connect to sandbox account: enable this property to connect to a Salesforce sandbox account. Append the sandbox name to the end of the user name. For example, if your user name is user, and sandbox name in Salesforce is sandbox, the specified User should appear as user.sandbox
• OAuth Token: token for authentication in Salesforce. Click Login with Salesforce, and log in to Salesforce website in the opened browser window. OAuth token will be generated automatically.
• Other Parameters: optional parameters as key=value pairs. Read about optional Connection parameters. 

Work with Salesforce 

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