Our platform enables you to quickly and easily connect your data sources to Salesforce Objects.

This enables a one-way synchronization, where any changes in the Salesforce Objects are downloaded into your data source on a regular basis.

Your data source will be automatically updated in this way until you remove the connector or an error occurs (such as losing authorization to access the database).

Adding a Salesforce Data Source Connector

Data Source Settings

• Navigate the side menu to Data Hub > Data Sources
• Hover over a data source and click the “Settings” icon link ()
• In Settings, hit the “Add Connector” button
• Select the relevant option to add the connector

This will refresh the page with the newly added connector ready for configuration.

Nothing has been saved at this stage, so save your connector after making any changes to enable or update it.

Alternatively, if you’re viewing the rows of a data source, you can navigate to the Settings page using the option under the page’s title.

Configuring a Salesforce Data Source Connector

Next, configure the following:

Refresh Frequency

The time interval during which data is pulled and refreshed by this connector.

Salesforce Object

The name of the Salesforce Object that will be queried.
e.g, Contact, WorkOrder

For a comprehensive list of all of the Salesforce Object,s please go to the Salesforce Standard Objects Reference page.

Fields

Specify all of the fields that will be returned from the query, comma-separated.
e.g Id, Name, Lastname

Complex compound fields are not currently supported, but can be referenced by the fields that they are comprised of. Instead of referencing the complex address type ‘MailingAddress’, rather reference the sub-fields ‘MailingCity’ or ‘MailingStreet’.
e.g Id, Name, Lastname, MailingCity, MailingStreet

For more information about Salesforce Object fields, go to the Salesforce Field Reference Guide.

Date Format

Specify the format used to convert date values to text when retrieving new rows

Filter

Add an optional filter clause to the query that will only return desired records.
e.g WHERE Lastname = ‘Good’

View Logs

When you save your changes, the connector will be fired for the first time, and after that, it will run at the refresh frequency you specified in the connector settings.

Wait a minute or so, or click the three-dot menu (  ) and access the RUN NOW to manually trigger the connector and check the Rows in your data source.

If rows are not downloaded, then there may be an error with the connection to Salesforce. To identify and resolve the issue, you can review the logs by clicking the three-dot menu (  ) and selecting VIEW LOGS.

Once resolved, you can run the connector again and confirm that the rows have been successfully downloaded.

This connector allows for large data sets to be pulled from Salesforce due to paging implemented when fetching rows. Aleviating single request API limits.