Getting started with Salesforce

Overview

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. 

Connecting to Salesforce

Create a Salesforce connection to work with data in Salesforce.

Extracting data from Salesforce

extracting data from Salesforce is similar to extracting data from the relational database.

Step 1. Create a Salesforce connection which will be used as a source (FROM).

Step 2. Create a destination connection, for example, a connection to the relational database, and if needed, create a format (format is not needed if the destination is a database or well-known API).

Step 3. Create a flow where the source is a database and the destination is a connection created in step 2, for example relational database.

Step 4. Add a new source-to-destination transformation.

Step 5. Select the Salesforce connection created in step 1 as a source connection and select the Salesforce object you are extracting data from:

Step 6. Select a TO connection, format (if needed) and object (for example database table) to load data into.

Step 7. Click MAPPING and optionally enter Source Query (you don't need a query if you are extracting data from the Salesforce object unconditionally):

Step 8. Optionally define the per-field mapping.

Step 9. Add more transformations if needed.

Loading data in Salesforce

loading data in Salesforce is similar to loading data into relational database.

Step 1. Create a source connection and a format (if needed).

Step 2. Create a destination Salesforce connection.

Step 3. Create a flow where the destination is a database.

Step 4. Add a new source-to-destination transformation.

Step 5. Select FROM and TO connections and objects (also a FROM format if needed).

Step 6. Optionally define the per-field mapping.

Step 7. Add more transformations if needed.

Browsing data in Salesforce

You must have a Salesforce connection to browse objects and run SQL queries.

Use Explorer to browse data and metadata in Salesforce as well as execute DML and SELECT queries against Salesforce connection.