Using Components: Salesforce Source

Use the Salesforce Source component to load data from Salesforce objects.

source settings
  1. Define the data to read from Salesforce as follows:
    • salesforce connection - either click the drop-down arrow and select an existing connection, or click (create new) to create a new connection.
    • object name - the name of the table to be imported.
    • object fields - add or remove fields to import for the selected object.

column mapping

  1. After selecting the fields to import, you can change the alias to use as a field in the data-flow.
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
  2. Create a package from a template
  3. Working in the package designer
  4. Using Components: Facebook Ads Insights Source (Beta)
  5. Using components: File Storage Source
  6. Using components: Database Source
  7. Using components: Google AdWords Source
  8. Using components: NetSuite Source
  9. Using Components: Google Analytics Source
  10. Using Components: Google BigQuery Source
  11. Using components: Google Cloud Spanner Source
  12. Using Components: Bing Ads Source
  13. Using components: MongoDB Source
  14. Using components: Amazon Redshift Source
  15. Using Components: Rest API Source
  16. Using Components: Salesforce Source
  17. Using components: Select
  18. Using components: Sort
  19. Using components: Rank
  20. Using components: Limit
  21. Using components: Sample
  22. Using components: Join
  23. Using components: Cross Join
  24. Using components: Clone
  25. Using components: Cube and Rollup
  26. Using components: Union
  27. Using components: Filter
  28. Using Components: Window
  29. Using components: Assert
  30. Using components: Aggregate
  31. Using components: Distinct
  32. Using components: File Storage Destination
  33. Using components: Amazon Redshift Destination
  34. Using Components: Salesforce Destination (Beta)
  35. Using components: Google BigQuery Destination
  36. Using components: Google Cloud Spanner Destination
  37. Using components: Database Destination
  38. Using components: MongoDB Destination
  39. Using and setting variables in your packages
  40. Validating a package
  41. Using pattern-matching in source component paths
  42. Using ISO 8601 string functions
  43. Using Expressions in Xplenty
  44. Xplenty Functions

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