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 data in 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. Select either Salesforce or Salesforce with OAuth2.

Step 3. Enter the connection parameters

Salesforce connection which requires a security token

This is a free connector that requires a username, a password, and a Salesforce security token for authentication. 

Available 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.

Salesforce with OAuth2 authentication

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

• OAuth Token - token for authentication in Salesforce. Click the Login with Salesforce button 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. 

Working with Salesforce 

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