Data Destination - Salesforce
  • 06 Dec 2022
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Data Destination - Salesforce

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Article Summary

Overview

Help page for setting up a transfer for record data managed in Salesforce, such as Leads, Opportunities, Suppliers, Custom Objects.

Supported Protocol

Limitations

The transfer target is limited to one object.

Settings

Step 1: General Settings

Field Name
Required
Default Value
Description
Salesforce Connection ConfigurationYes-From the Salesforce Connection Configuration created in advance, select the one with the required permissions for this transfer.
If you have not previously created any Connection Configurations, click the Add Connection Configuration button to set up a new one.
ObjectYes-Specify the Object containing the report data.
Transfer ModeYesinsertSelect the transfer mode used to load the data to the destination.
UPSERT KeyNo-When UPSERT is the selected transfer method, enter the column name used to create a unique constraint on.
API VersionNo46.0In this field you can specify the Salesforce API version

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