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.
Comments
0 comments
Please sign in to leave a comment.