Salesforce

You can create a data pipeline that loads data from Salesforce to a cloud data warehouse. To provide the information SnapLogic® AutoSync needs to connect to Salesforce, supply new credentials in the wizard or select the saved credentials that were created in the IIP or the wizard. The create credentials page lists the information necessary to create credentials in the AutoSync wizard.

Track deleted records

AutoSync can track records deleted in Salesforce by adding an IsDeleted column to the destination table. On the first load, AutoSync adds all previously deleted records to the destination with a value of True in the IsDeleted column. On synchronization, AutoSync inserts True in the IsDeleted column for records deleted since the last load. Select the Include deleted records checkbox to enable this behavior when creating or editing an integration.

Supported Account types

The IIP provides multiple Account types for most endpoints and not all types are compatible with AutoSync. When you create or edit a data pipeline, the existing credentials list only includes compatible Accounts. AutoSync supports the following IIP Accounts:

AutoSync supports the following IIP Account types:

• Salesforce.com Account
• Salesforce.com OAuth2 Account

Known limitations

Known limitations include:

• For efficiency and performance, AutoSync loads Salesforce objects in bulk. The Salesforce Bulk API does not support all object types, refer to this Salesforce Forum post for more information.
• For Accounts created in the IIP, AutoSync only supports the Salesforce.com and Salesforce OAuth2 Account types. Other Salesforce Account types are not available to select when you create a data pipeline.

Connection configuration

Salesforce properties include:

• Account Properties:
  • Credential label: A unique, meaningful name such as Salesforce-Marketing-Shared. If a configuration with the same name exists, AutoSync displays an Asset conflict error message.
  • Username: A username for an account with the correct permissions for AutoSync to load and synchronize data. For example, Salesforce-Marketing-Admin.
  • Password: The password for the account. Multiple retries with an invalid password can cause your account to be locked.
  • Security token: (Optional) Enter the security token generated during Salesforce account configuration. To create a new security token, log in to your Salesforce account and go to Personal Setup > My Personal Information > Reset My Security Token. If you choose not to enter a security token, your Salesforce account must be set up so that this token is optional.
  • Login URL: Enter the URL that is used to log in to Salesforce. For example, https://login.salesforce.com/.
  • Share: (Optional) Select a user group to share this configuration with. Org admins create user groups to share credentials. If you are a member of a user group, you can select it from the dropdown. You can also select the global shared folder, which shares the credentials with everyone in your Org.
• Validate and Save: After saving and validating, AutoSync adds the configuration to the list of saved credentials.
• Include deleted records: Select to have AutoSync track deletions.
• Select objects: After selecting your configuration, choose the objects to synchronize. AutoSync populates the list from your Salesforce account.

Load types