Getting started with 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. 

Connecting to Salesforce

Create 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 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 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 new source-to-destination transformation.

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

Step 6. Select 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 destination Salesforce connection.

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

Step 4. Add 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.