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.
    • where clause - optional. You can add SOQL predicate clauses to filter the data at the source.
    • source action - use bulk query (default) to read available records or bulk query all to read available and deleted records.
  2. column mapping - 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.


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":

Feedback and Knowledge Base