Salesforce data source

Learn how to set up a SalesForce data source and then move its data to one of the data destinations supported by 

2 steps to complete the setup

  1. Set up your data source
  2. Set up your data destination

1. Set up your data source

1.1. Select an application: Salesforce

1.2. Connect your Salesforce account

  • Click "Connect".
  • Log in to the selected Salesforce account. 
  • will need access to fetch data via API from your Salesforce account.

1.3. Select the data entity you want to fetch

Select a data category to import: Accounts, Contacts, Opportunities, Cases, Leads, etc. Type in name of the data you want to import from Salesforce and then select a needed entity from a dropdown. It is possible to fetch data from all basic entities and all custom entities you have created. imports only standard fields for each entity.

1.4. Specify the data entity's last modified date (optional) 

Specify the date or time after or before which you want to pull the Salesforce data. Both fields support macro. To learn more about using macros in, refer to this article.

1.5. Specify columns to fetch

By default (with "Column" settings empty) all standard columns are loaded. It is possible to limit the number of columns to fetch and also define their order:

It is also possible to define  custom columns that are not fetched by default. To do this - add a custom field name to the list of Columns from the new line. To get the name of the custom column please follow the next steps:

  • Log in to Salesforce.
  • Navigate to Object Manager (Home -> User Interface -> Object Manager).
  • Find data entity (i.e. Opportunity)
  • Navigate to "Fields & Relationships".
  • Find the needed column and copy the "Field name" value 

1.6. Specify advanced filter

It is possible to filter any entity based on any fields data. To do that you must use a specific Salesforce query language: SOQL. will add the filter value as is to your fetching request. It means, that to execute it, you must prepare this query according to SOQL language using WHERE clause syntax. General principles and language syntax can be found here. Please make sure you use only WHERE clause syntax in Advanced Filter because other operators are not intended to be used in this field (e.g. ORDER BY, LIMIT, OFFSET, etc).

Here is a list of the most popular cases and examples.

Filter Accounts by Name that starts from Test:

Name like 'Test%'

Filter closed Opportunities by Close Date:

IsClosed = TRUE AND CloseDate > 2021-03-21

Filter Opportunities by Date fields using  Date Literals. Please refer to Salesforce documentation for more options.

CreatedDate = LAST_N_DAYS:180 AND CloseDate = THIS_MONTH

Filter Opportunities by Stage and Type:

(StageName != 'Closed Won' AND StageName != 'Prospecting') AND (Type = 'New customer' OR Type = 'Existing customer - upgrade')

2. Set up your data destination

Continue setting up the integration depending on the system you want to import data to. Select your tool from the list of supported data destinations and follow the relevant setup guide.

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