Data Source - Salesforce
  • 03 Mar 2022
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Data Source - Salesforce

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Article summary

Overview

Help page setting up a transfer for Salesforce record data, such as Lead, Opportunity, and Custom Objects.

Supported Protocol

Data Loader: Embulk
Using the embulk-input-soql plugin.

Limitations

Transfer capacity is limited.

Settings

Step 1: General Settings

Field Name
Required
Default Value
Description
Salesforce Connection ConfigurationYes-From the Salesforce Connection Configurations created in advance, select the one with the required permissions for this transfer.
If you haven’t previously created any Connection Configurations, click the Add Connection Configuration button to set up a new one.
ObjectYes-Specify the Object name containing the report data you wish to extract.
Click the Load Object List button, to load a list of schemas that you can use to auto-complete the field.
QueryYes-Write a query using SOQL (Salesforce Object Query Language).
See Introduction to SOQL and SOSL for information regarding syntax.
Please create the SOQL query in the Salesforce Developer Console Query Editor.
API VersionNo46.0Specify the Salesforce API version.
If this field is left empty, version 46.0 will be used by default.
Type Conversion ModeYesType InferenceSelect one of the following type conversion modes:

  • Type Inference: Automatically infer the column data type
  • Convert Column to String: All column data types other than BOOLEAN, will be converted to a STRING.

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