Using components: Salesforce source

Use the Salesforce source component to read Salesforce sales cloud standard and custom objects using the Bulk API.

Connection

Select an existing Salesforce connection or create a new one.

Source Properties

  • Access mode - select object to extract an entire object or query to execute a SOQL query.
  • Source object - the table name from which the data will be imported.
  • where clause - optional. You can add predicates clauses to the WHERE clause as part of the SQL query that is built in order to get the data from the database. Make sure to skip the keyword WHERE.
    Goodprod_category = 1 AND prod_color = 'red'
    BadWHERE prod_category = 1 AND prod_color = 'red'
  • Source action - Use bulk query (default) to read available records or bulk query all to read available and deleted records.
  • Query - type in a SOQL query. Read more about SOQL syntax here.

Source Schema

After defining the source object, select the fields to use in the source.

The fields you select are used to build the SOQL query that will be executed to read the data.

Loading data incrementally from Salesforce

In order to load data incrementally (changes and additions) to objects, the object to synchronize should have the systemmodstamp column. This column is automatically updated whenever a user or an automated process updates a record. Use the following condition in the where clause field with a variable:
 
SystemModstamp > $lastsysmod

You can use the last successful submission timestamp for the package as you can see in the example below as a value for the variable, or use ExecuteSqlDatetime function to get the last SystemModstamp in your destination database table.

lastsysmod = CASE WHEN (COALESCE($_PACKAGE_LAST_SUCCESSFUL_JOB_SUBMISSION_TIMESTAMP,'')=='') THEN '1900-01-01T00:00:00Z' ELSE $_PACKAGE_LAST_SUCCESSFUL_JOB_SUBMISSION_TIMESTAMP END


In order to store additions or changes in your database destination, make sure to mark the id column as key and change the operation type to "merge":

Creating packages

  1. Creating a new package in New Xplenty
  2. Creating a workflow
  3. Working in the new package designer
  4. Validating a package
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  6. Using components: Bing Ads Source
  7. Using components: Database Source
  8. Using components: Facebook Ads Insights Source
  9. Using components: File Storage Source
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  11. Using components: Google Analytics Source
  12. Using components: Google BigQuery Source
  13. Using components: Google Cloud Spanner Source
  14. Using components: MongoDB Source
  15. Using components: NetSuite Source
  16. Using components: Salesforce source
  17. Using components: Rest API Source
  18. Using components: Aggregate Transformation
  19. Using components: Assert Transformation
  20. Using components: Clone transformation
  21. Using components: Cross Join Transformation
  22. Using components: Distinct Transformation
  23. Using components: Filter Transformation
  24. Using components: Join Transformation
  25. Using components: Limit Transformation
  26. Using components: Rank Transformation
  27. Using components: Select Transformation
  28. Using components: Sort Transformation
  29. Using components: Union Transformation
  30. Using components: Window Transformation
  31. Using components: Sample Transformation
  32. Using components: Cube transformation
  33. Using components: Amazon Redshift Destination
  34. Using components: Database Destination
  35. Using components: File Storage Destination
  36. Using components: Google BigQuery Destination
  37. Using components: Google Spanner Destination
  38. Using components: MongoDB Destination
  39. Using components: Salesforce Destination
  40. Using components: Snowflake Destination (beta)
  41. Using Components: Rest API Destination
  42. Using and setting variables in your packages
  43. System and pre-defined variables
  44. Using pattern-matching in source component paths
  45. Using ISO 8601 string functions
  46. Using Expressions in Xplenty
  47. Xplenty Functions

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