Onboarding Data from SalesForce

Creating a SalesForce Source

For creating a SalesForce source, see $link[page,179685,auto$]. Ensure that the Source Type selected is SalesForce.

Setting a SalesForce Source

For setting a SalesForce source, see $link[page,179687,auto$].

SalesForce Configurations

SalesForce Fetch Mechanism

Infoworks supports the following methods to crawl data from Salesforce:

• Ingestion via Salesforce REST API
• Ingestion via Salesforce Bulk API

REST API

Infoworks supports data ingestion via Salesforce REST API. The Salesforce REST API provides data in a paginated manner, where one API response provides the URL of the next API call. Ingestion via REST API is slower compared to bulk API but also provides features like Salesforce Custom Fields and Column Addition. This is the recommended method to crawl data via Infoworks.

Bulk API

Ingestion via Bulk API is faster and must be used in cases where data volumes are high. SalesForce Bulk API provides options to dump data into CSV for faster ingestion. Bulk API also allows data crawled to be parallelised using option like PK chunking. However, Ingestion via bulk API does NOT support the Custom fields and Column Addition features.

Configuring a SalesForce Table

For configuring SalesForce tables, see $link[page,179688,auto$].

Ingesting SalesForce Data

For ingesting SalesForce source data, see $link[page,179689,auto$].

Ingest Configurations

Error Tables

During data crawl, the data that cannot be crawled will be stored in an error table, <tablename>_error.

$inline[badge,Known Issue,primary]

• By default, the Sample Data section displays the datatype as String for every column.