Cinchy Platform Documentation
Cinchy v5.6
Cinchy v5.6
  • Data Collaboration Overview
  • Release Notes
    • Release Notes
      • 5.0 Release Notes
      • 5.1 Release Notes
      • 5.2 Release Notes
      • 5.3 Release Notes
      • 5.4 Release Notes
      • 5.5 Release Notes
      • 5.6 Release Notes
  • Getting Help
  • Cinchy Glossary
  • Frequently Asked Questions
  • Deployment Guide
    • Deployment Installation Guides
      • Deployment Planning Overview and Checklist
        • Deployment Architecture Overview
          • Kubernetes Deployment Architecture
          • IIS Deployment Architecture
        • Deployment Prerequisites
          • Single Sign-On (SSO) Integration
            • Enabling TLS 1.2
            • Configuring ADFS
            • AD Group Integration
      • Kubernetes Deployment Installation
        • Disabling your Kubernetes Applications
        • Changing your File Storage Configuration
        • Configuring AWS IAM for Connections
        • Using Self-Signed SSL Certs (Kubernetes Deployments)
        • Deploying the CLI (Kubernetes)
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    • Upgrade Guides
      • Upgrading Cinchy Versions
        • Cinchy Upgrade Utility
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          • v5.1 (Kubernetes)
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          • v5.3 (Kubernetes)
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          • Upgrading AWS EKS Kubernetes Version
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          • Upgrading AKS (Azure Kubernetes Service)
        • IIS Upgrades
          • v4.21 (IIS)
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          • v5.1 (IIS)
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          • v5.3 (IIS)
          • v5.4 (IIS)
          • v5.5 (IIS)
          • v5.6 (IIS)
      • Upgrading from v4 to v5
  • Guides for Using Cinchy
    • User Guides
      • Overview of the Data Browser
      • The Admin Panel
      • User Preferences
        • Personal Access Tokens
      • Table Features
      • Data Management
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      • Version Management
        • Versioning Best Practices
      • Commentary
    • Builder Guides
      • Best Practices
      • Creating Tables
        • Attaching Files
        • Columns
        • Data Controls
          • Data Entitlements and Access Controls
          • Data Erasure
          • Data Compression
        • Formatting Rules
        • Indexing and Partitioning
        • Linking Data
        • Table and Column GUIDs
        • System Tables
      • Deleting Tables
        • Restoring Tables, Columns, and Rows
      • Saved Queries
      • CinchyDXD Utility
        • Building the Data Experience (CinchyDXD)
        • Packaging the Data Experience (CinchyDXD)
        • Installing the Data Experience (CinchyDXD)
        • Updating the Data Experience (CinchyDXD)
        • Repackaging the Data Experience (CinchyDXD)
        • Reinstalling the Data Experience (CinchyDXD)
      • Multi-Lingual Support
      • Integration Guides
    • Administrator Guide
    • Additional Guides
      • Monitoring and Logging on Kubernetes
        • Grafana
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          • Setting up Alerts
        • Monitoring via ArgoCD
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      • System Properties
      • Enable Data At Rest Encryption
      • MDQE
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        • Network Map
          • Custom Node Results
          • Custom Results in the Network Map
        • Setting Up Experiences
  • API Guide
    • API Overview
      • API Authentication
      • API Saved Queries
      • ExecuteCQL
      • Webhook Ingestion
  • CQL
    • The Basics of CQL
      • CQL Examples
      • CQL Functions Master List
      • CQL Statements Overview
        • Cinchy DML Statements
        • Cinchy DDL Statements
      • Cinchy Supported Functions
        • Cinchy Functions
        • Cinchy System Values
        • Cinchy User Defined Functions
          • Table-Valued Functions
          • Scalar-Valued Functions
        • Conversion Functions
        • Date and Time Types and Functions
          • Return System Date and Time Values
          • Return Date and Time Parts
          • Return Date and Time Values From Their Parts
          • Return Date and Time Difference Values
          • Modify Date and Time Values
          • Validate Date and Time Values
        • Logical Functions
        • Mathematical Functions
        • String Functions
        • Geometry and Geography Data Type and Functions
          • OGC Methods on Geometry & Geography Instances
          • Extended Methods on Geometry & Geography Instances
        • Full Text Search Functions
        • Connections Functions
        • JSON Functions
  • Meta Forms
    • Introduction to Meta-Forms
    • Meta-Forms Deployment Installation Guide
      • Deploying Meta-Forms (Kubernetes)
      • Deploying Meta-Forms (IIS)
    • Forms Data Types
    • Meta-Forms Builders Guides
      • Creating a Dynamic Meta-Form (Using Tables)
      • Creating a Dynamic Meta-Form Example (Using Form Designer)
      • Adding Links to a Form
      • Rich Text Editing in Forms
  • Data Syncs
    • Getting Started with Data Syncs
    • Installation & Maintenance
      • Prerequisites
      • Installing Connections
      • Installing the Worker/Listener
      • Installing the CLI and the Maintenance CLI
    • Building Data Syncs
      • Types of Data Syncs
      • Common Design Patterns
      • Sync Behaviour
      • Columns and Mappings
        • Calculated Column Examples
      • Listener Configuration
      • Advanced Settings
        • Filters
        • Parameters
        • Auth Requests
        • Request Headers
        • Post Sync Scripts
        • Pagination
      • Batch Data Sync Example
      • Real-Time Sync Example
      • Scheduling a Data Sync
      • Connection Functions
    • CLI Commands List
    • Error Logging and Troubleshooting
    • Supported Data Sync Sources
      • Cinchy Event Broker/CDC
        • Cinchy Event Broker/CDC XML Config Example
      • Cinchy Table
        • Cinchy Table XML Config Example
      • Cinchy Query
        • Cinchy Query XML Config Example
      • Copper
      • DB2 (Query and Table)
      • Dynamics 2015
      • Dynamics
      • DynamoDB
      • File Based Sources
        • Binary File
        • Delimited File
        • Excel
        • Fixed Width File
        • Parquet
      • Kafka Topic
        • Kafka Topic Example Config
        • Apache AVRO Data Format
      • LDAP
      • MongoDB Collection
        • MongoDB Collection Source Example
      • MongoDB Collection (Cinchy Event Triggered)
      • MS SQL Server (Query and Table)
      • ODBC Query
      • Oracle (Query and Table)
      • Polling Event
        • Polling Event Example Config
      • REST API
      • REST API (Cinchy Event Triggered)
      • SAP SuccessFactors
      • Salesforce Object (Bulk API)
      • Salesforce Platform Event
      • Salesforce Push Topic
      • Snowflake
        • Snowflake Source Example Config
      • SOAP 1.2 Web Service
    • Supported Data Sync Destinations
      • Cinchy Table
      • DB2 Table
      • Dynamics
      • Kafka Topic
      • MongoDB Collection
      • MS SQL Server Table
      • Oracle Table
      • REST API
      • Salesforce Object
      • Snowflake Table
      • SOAP 1.2 Web Service
    • Supported Real-Time Sync Stream Sources
      • Cinchy Event Broker/CDC
      • Data Polling
      • Kafka Topic
      • MongoDB
      • Salesforce Push Topic
      • Salesforce Platform Event
  • Other Resources
    • Angular SDK
    • JavaScript SQK
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On this page
  • 1. Overview
  • 2. Destination Tab
  • 4. Next Steps

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  1. Data Syncs
  2. Supported Data Sync Destinations

Salesforce Object

PreviousREST APINextSnowflake Table

Last updated 1 year ago

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1. Overview

Salesforce is a cloud-based CRM software designed for service, marketing, and sales.

Prior to setting up your data sync destination,

The Salesforce destination supports batch and real-time syncs.

2. Destination Tab

The following table outlines the mandatory and optional parameters you will find on the Destination tab (Image 1).

The following parameters will help to define your data sync destination and how it functions.

Parameter
Description
Example

Destination

Mandatory. Select your destination from the drop down menu.

Salesforce

Object

Mandatory. The API name of the platform event (with the __e).

Notification__e

Auth URL

Mandatory. The URL that issues your Salesforce token.

Client ID

Mandatory. The encrypted Client ID for the connected app. The Connection UI will automatically encrypt this value for you.

Client Secret

Mandatory. The encrypted Client Secret for the connected app. The Connection UI will automatically encrypt this value for you.

Username

Mandatory. The Username of a Salesforce account with the permissions to connect to your Object. The Connection UI will automatically encrypt this value for you.

Password

Mandatory. The Password of the above Salesforce account. The Connection UI will automatically encrypt this value for you.

Auto Assign

Platform Event

The section is where you define which source columns you want to sync to which destination columns. You can repeat the values for multiple columns.

Parameter
Description
Example

Source Column

Mandatory. The name of your column as it appears in the source.

Name

Target Column

Mandatory. The name of your column as it appears in the destination.

Name

You have the option to add a destination filter to your data sync. Please review the documentation here for more information on

4. Next Steps

  • If you are running a batch sync, click Jobs > Start a Job to begin your sync.

Optional. You can set this to true to leverage in Salesforce.

Optional. You can set this to true to enable

Define your.

Add in your , if required.

Define your .

If you are running a real-time sync, and enable it to begin your sync.

Sync Behaviour
Post Sync Scripts
set up your Listener Config
https://test.salesforce.com/services/oauth2/token
auto assignment
Platform Events.
ensure that you've configured your Source.
Column Mapping
Permissions
destination filters.
Image 2: Define your Destination