Salesforce Object (Bulk API)
Last updated
Last updated
Salesforce is a cloud-based CRM software designed for service, marketing, and sales.
Salesforce objects are database tables that permit you to store data that is specific to an organization. Salesforce objects are of two types:
Standard Objects: Standard objects are the kind of objects that are provided by salesforce.com such as users, contracts, reports, dashboards, etc.
Custom Objects: Custom objects are those objects that are created by users. They supply information that is unique and essential to their organization. They are the heart of any application and provide a structure for sharing data.
The Salesforce Object (Bulk API) source supports batch syncs.
You can review the parameters that can be found in the info tab below (Image 1).
Title
Mandatory. Input a name for your data sync
Salesforce Bulk API
Version
Mandatory. This is a pre-populated field containing a version number for your data sync. You can override it if you wish.
1.0.0
Parameters
The following table outlines the mandatory and optional parameters you will find on the Source tab (Image 2).
The following parameters will help to define your data sync source and how it functions.
Source
Mandatory. Select your source from the drop down menu.
Salesforce Object (Bulk API)
Object
Mandatory. The name of your Salesforce Object.
Auth URL
Mandatory. The URL that issues your Salesforce auth token.
Client ID
Mandatory. The encrypted Client ID to connect to your Salesforce Object. The Connections UI will automatically encrypt this value for you.
Client Secret
Mandatory. The encrypted Client Secret for the above Client ID. The Connections UI will automatically encrypt this value for yo.
Username
Mandatory. The encrypted Username of an account that can connect to your Salesforce Object. The Connections UI will automatically encrypt this value for you.
Password
Mandatory. The encrypted Password associated with the above account that can connect to your Salesforce Object. The Connections UI will automatically encrypt this value for you.
Configure your Destination
Define your Sync Behaviour.
Add in your Post Sync Scripts, if required.
Define your Permissions.
Click Jobs > Start a Job to begin your sync.
Optional. Review our for more information about this field.