Sales Force

Introduction

Salesforce is a global cloud computing company that develops CRM solutions and provides business software on a subscription basis.

Connection String

To Connect to SalesForce, Set the User and Password to your login credentials. Additionally, set the SecurityToken.

Connection String Parameters

Parameter Description
Security Token Set this to the Security Token from SalesForce.

Connecting to Salesforce

To Connect to Salesforce, we need to setup a development environment if one does not already exist.

  1. Log in to https://developer.salesforce.com/gettingstarted and click ‘Get Started Free’.

    https://login.salesforce.com/

  2. To get the Security Token from SalesForce. Login to your organization and Navigate to at the top navigation bar go to My Settings > Personal. Open the personal information page on Salesforce.com.

  3. Click the link to reset your security token. The token will be emailed to you.

Data Migrations

To Check for the data migrations:

  1. Add a new connection in data governor as shown.

    • Go to tasks and click on Connections.

    • Add a new connection Using Add New Connection Option.

    • Choose Salesforce Connector from the available Connector Options.

  2. Using the connection string parameters created (You can Specify the Username and password either in the connection string or in the box Shown Below), Verify the connection using the VERIFY CONNECTION Option in Data Governor. Once the Connection is verified, Insert the Connection Using Insert Option.

  3. Create a Job Using ADD A JOB option in data governor name the job, Set the Logging Mode and Save the job.

  4. Create a New Task by right clicking job list and then Add a New Task Option. If you want to edit an Existing Task Use Edit Task.

  5. Choose a Data Migration Task.

  6. Choose the source and the destination for the migration of data. Name the Task.

  7. Choose the Tables or the data that need to be migrated from the source to the destination. You can Copy all Tables by checking Copy all tables box. Save The Task.

  8. Execute the Job. Check for results and the details of the data migrated in Execution History.

Data Model

The provider connects to Salesforce and gets the list of tables and the metadata for the tables by calling the appropriate Web services. Any changes you make to your Salesforce account, such as adding a new table, adding new columns, or changing the data type of a column, will immediately be reflected when you connect using the provider.

Tables

The provider models the Salesforce API as Tables. The table definitions are dynamically retrieved; here we show the sample table definitions that are included in the Salesforce.com development environment. In addition to the tables, the provider also offers stored procedures and views, enabling you to work with other aspects of the Salesforce API, like bulk jobs, custom reports, etc.

Name Description
AcceptedEventRelation This is a table representing the AcceptedEventRelation entities in Salesforce.
Account This is a table representing the Account entities in Salesforce.
AccountContactRole This is a table representing the AccountContactRole entities in Salesforce.
AccountFeed This is a table representing the AccountFeed entities in Salesforce.
AccountHistory This is a table representing the AccountHistory entities in Salesforce.
AccountPartner This is a table representing the AccountPartner entities in Salesforce.
AccountShare This is a table representing the AccountShare entities in Salesforce.
ActivityHistory This is a table representing the ActivityHistory entities in Salesforce.
AdditionalNumber This is a table representing the AdditionalNumber entities in Salesforce.
ApexClass This is a table representing the ApexClass entities in Salesforce.
ApexComponent This is a table representing the ApexComponent entities in Salesforce.
ApexLog This is a table representing the ApexLog entities in Salesforce.
ApexPage This is a table representing the ApexPage entities in Salesforce.
ApexTestQueueItem This is a table representing the ApexTestQueueItem entities in Salesforce.
ApexTestResult This is a table representing the ApexTestResult entities in Salesforce.
ApexTrigger This is a table representing the ApexTrigger entities in Salesforce.
AppMenuItem This is a table representing the AppMenuItem entities in Salesforce.
Approval This is a table representing the Approval entities in Salesforce.
Asset This is a table representing the Asset entities in Salesforce.
AssetFeed This is a table representing the AssetFeed entities in Salesforce.
AssignmentRule This is a table representing the AssignmentRule entities in Salesforce.
AsyncApexJob This is a table representing the AsyncApexJob entities in Salesforce.
Attachment This is a table representing the Attachment entities in Salesforce.
AuthProvider This is a table representing the AuthProvider entities in Salesforce.
AuthSession This is a table representing the AuthSession entities in Salesforce.
BrandTemplate This is a table representing the BrandTemplate entities in Salesforce.
BusinessHours This is a table representing the BusinessHours entities in Salesforce.
BusinessProcess This is a table representing the BusinessProcess entities in Salesforce.
CallCenter This is a table representing the CallCenter entities in Salesforce.
Campaign This is a table representing the Campaign entities in Salesforce.
CampaignFeed This is a table representing the CampaignFeed entities in Salesforce.
CampaignMember This is a table representing the CampaignMember entities in Salesforce.
CampaignMemberStatus This is a table representing the CampaignMemberStatus entities in Salesforce.
CampaignShare This is a table representing the CampaignShare entities in Salesforce.
Case This is a table representing the Case entities in Salesforce.
CaseComment This is a table representing the CaseComment entities in Salesforce.
CaseContactRole This is a table representing the CaseContactRole entities in Salesforce.
CaseFeed This is a table representing the CaseFeed entities in Salesforce.
CaseHistory This is a table representing the CaseHistory entities in Salesforce.
CaseShare This is a table representing the CaseShare entities in Salesforce.
CaseSolution This is a table representing the CaseSolution entities in Salesforce.
CaseStatus This is a table representing the CaseStatus entities in Salesforce.
CaseTeamMember This is a table representing the CaseTeamMember entities in Salesforce.
CaseTeamRole This is a table representing the CaseTeamRole entities in Salesforce.
CaseTeamTemplate This is a table representing the CaseTeamTemplate entities in Salesforce.
CaseTeamTemplateMember This is a table representing the CaseTeamTemplateMember entities in Salesforce.
CaseTeamTemplateRecord This is a table representing the CaseTeamTemplateRecord entities in Salesforce.
CategoryData This is a table representing the CategoryData entities in Salesforce.
CategoryNode This is a table representing the CategoryNode entities in Salesforce.
ChatterActivity This is a table representing the ChatterActivity entities in Salesforce.
ClientBrowser This is a table representing the ClientBrowser entities in Salesforce.
CollaborationGroup This is a table representing the CollaborationGroup entities in Salesforce.
CollaborationGroupFeed This is a table representing the CollaborationGroupFeed entities in Salesforce.
CollaborationGroupMember This is a table representing the CollaborationGroupMember entities in Salesforce.
CollaborationGroupMemberRequest This is a table representing the CollaborationGroupMemberRequest entities in Salesforce.
CollaborationInvitation This is a table representing the CollaborationInvitation entities in Salesforce.
Community This is a table representing the Community entities in Salesforce.
Contact This is a table representing the Contact entities in Salesforce.
ContactFeed This is a table representing the ContactFeed entities in Salesforce.
ContactHistory This is a table representing the ContactHistory entities in Salesforce.
ContactShare This is a table representing the ContactShare entities in Salesforce.
ContentDocument This is a table representing the ContentDocument entities in Salesforce.
ContentDocumentFeed This is a table representing the ContentDocumentFeed entities in Salesforce.
ContentDocumentHistory This is a table representing the ContentDocumentHistory entities in Salesforce.
ContentDocumentLink This is a table representing the ContentDocumentLink entities in Salesforce.
ContentVersion This is a table representing the ContentVersion entities in Salesforce.
ContentVersionHistory This is a table representing the ContentVersionHistory entities in Salesforce.
Contract This is a table representing the Contract entities in Salesforce.
ContractContactRole This is a table representing the ContractContactRole entities in Salesforce.
ContractFeed This is a table representing the ContractFeed entities in Salesforce.
ContractHistory This is a table representing the ContractHistory entities in Salesforce.
ContractStatus This is a table representing the ContractStatus entities in Salesforce.
CronJobDetail This is a table representing the CronJobDetail entities in Salesforce.
CronTrigger This is a table representing the CronTrigger entities in Salesforce.
Dashboard This is a table representing the Dashboard entities in Salesforce.
DashboardComponent This is a table representing the DashboardComponent entities in Salesforce.
DashboardComponentFeed This is a table representing the DashboardComponentFeed entities in Salesforce.
DashboardFeed This is a table representing the DashboardFeed entities in Salesforce.
DeclinedEventRelation This is a table representing the DeclinedEventRelation entities in Salesforce.
Document This is a table representing the Document entities in Salesforce.
DocumentAttachmentMap This is a table representing the DocumentAttachmentMap entities in Salesforce.
Domain This is a table representing the Domain entities in Salesforce.
DomainSite This is a table representing the DomainSite entities in Salesforce.
EmailServicesAddress This is a table representing the EmailServicesAddress entities in Salesforce.
EmailServicesFunction This is a table representing the EmailServicesFunction entities in Salesforce.
EmailStatus This is a table representing the EmailStatus entities in Salesforce.
EmailTemplate This is a table representing the EmailTemplate entities in Salesforce.
EntitySubscription This is a table representing the EntitySubscription entities in Salesforce.
Event This is a table representing the Event entities in Salesforce.
EventAttendee This is a table representing the EventAttendee entities in Salesforce.
EventFeed This is a table representing the EventFeed entities in Salesforce.
EventRelation This is a table representing the EventRelation entities in Salesforce.
FeedComment This is a table representing the FeedComment entities in Salesforce.
FeedItem This is a table representing the FeedItem entities in Salesforce.
FeedPollChoice This is a table representing the FeedPollChoice entities in Salesforce.
FeedPollVote This is a table representing the FeedPollVote entities in Salesforce.
FieldPermissions This is a table representing the FieldPermissions entities in Salesforce.
FiscalYearSettings This is a table representing the FiscalYearSettings entities in Salesforce.
Folder This is a table representing the Folder entities in Salesforce.
ForecastShare This is a table representing the ForecastShare entities in Salesforce.
Group This is a table representing the Group entities in Salesforce.
GroupMember This is a table representing the GroupMember entities in Salesforce.
HashtagDefinition This is a table representing the HashtagDefinition entities in Salesforce.
Holiday This is a table representing the Holiday entities in Salesforce.
Lead This is a table representing the Lead entities in Salesforce.
LeadFeed This is a table representing the LeadFeed entities in Salesforce.
LeadHistory This is a table representing the LeadHistory entities in Salesforce.
LeadShare This is a table representing the LeadShare entities in Salesforce.
LeadStatus This is a table representing the LeadStatus entities in Salesforce.
LoginHistory This is a table representing the LoginHistory entities in Salesforce.
LoginIp This is a table representing the LoginIp entities in Salesforce.
MailmergeTemplate This is a table representing the MailmergeTemplate entities in Salesforce.
MobileDeviceRegistrar This is a table representing the MobileDeviceRegistrar entities in Salesforce.
Name This is a table representing the Name entities in Salesforce.
Note This is a table representing the Note entities in Salesforce.
NoteAndAttachment This is a table representing the NoteAndAttachment entities in Salesforce.
ObjectPermissions This is a table representing the ObjectPermissions entities in Salesforce.
OpenActivity This is a table representing the OpenActivity entities in Salesforce.
Opportunity This is a table representing the Opportunity entities in Salesforce.
OpportunityCompetitor This is a table representing the OpportunityCompetitor entities in Salesforce.
OpportunityContactRole This is a table representing the OpportunityContactRole entities in Salesforce.
OpportunityFeed This is a table representing the OpportunityFeed entities in Salesforce.
OpportunityFieldHistory This is a table representing the OpportunityFieldHistory entities in Salesforce.
OpportunityHistory This is a table representing the OpportunityHistory entities in Salesforce.
OpportunityLineItem This is a table representing the OpportunityLineItem entities in Salesforce.
OpportunityPartner This is a table representing the OpportunityPartner entities in Salesforce.
OpportunityShare This is a table representing the OpportunityShare entities in Salesforce.
OpportunityStage This is a table representing the OpportunityStage entities in Salesforce.
Organization This is a table representing the Organization entities in Salesforce.
OrgWideEmailAddress This is a table representing the OrgWideEmailAddress entities in Salesforce.
Partner This is a table representing the Partner entities in Salesforce.
PartnerRole This is a table representing the PartnerRole entities in Salesforce.
Period This is a table representing the Period entities in Salesforce.
PermissionSet This is a table representing the PermissionSet entities in Salesforce.
PermissionSetAssignment This is a table representing the PermissionSetAssignment entities in Salesforce.
PermissionSetLicense This is a table representing the PermissionSetLicense entities in Salesforce.
PermissionSetLicenseAssign This is a table representing the PermissionSetLicenseAssign entities in Salesforce.
Pricebook2 This is a table representing the Pricebook2 entities in Salesforce.
Pricebook2History This is a table representing the Pricebook2History entities in Salesforce.
PricebookEntry This is a table representing the PricebookEntry entities in Salesforce.
ProcessDefinition This is a table representing the ProcessDefinition entities in Salesforce.
ProcessInstance This is a table representing the ProcessInstance entities in Salesforce.
ProcessInstanceHistory This is a table representing the ProcessInstanceHistory entities in Salesforce.
ProcessInstanceStep This is a table representing the ProcessInstanceStep entities in Salesforce.
ProcessInstanceWorkitem This is a table representing the ProcessInstanceWorkitem entities in Salesforce.
ProcessNode This is a table representing the ProcessNode entities in Salesforce.
Product2 This is a table representing the Product2 entities in Salesforce.
Product2Feed This is a table representing the Product2Feed entities in Salesforce.
Profile This is a table representing the Profile entities in Salesforce.
PushTopic This is a table representing the PushTopic entities in Salesforce.
QueueSobject This is a table representing the QueueSobject entities in Salesforce.
Quote This is a table representing the Quote entities in Salesforce.
QuoteDocument This is a table representing the QuoteDocument entities in Salesforce.
QuoteFeed This is a table representing the QuoteFeed entities in Salesforce.
QuoteLineItem This is a table representing the QuoteLineItem entities in Salesforce.
RecentlyViewed This is a table representing the RecentlyViewed entities in Salesforce.
RecordType This is a table representing the RecordType entities in Salesforce.
Report This is a table representing the Report entities in Salesforce.
ReportFeed This is a table representing the ReportFeed entities in Salesforce.
Scontrol This is a table representing the Scontrol entities in Salesforce.
SelfServiceUser This is a table representing the SelfServiceUser entities in Salesforce.
SetupEntityAccess This is a table representing the SetupEntityAccess entities in Salesforce.
Site This is a table representing the Site entities in Salesforce.
SiteFeed This is a table representing the SiteFeed entities in Salesforce.
SiteHistory This is a table representing the SiteHistory entities in Salesforce.
Solution This is a table representing the Solution entities in Salesforce.
SolutionFeed This is a table representing the SolutionFeed entities in Salesforce.
SolutionHistory This is a table representing the SolutionHistory entities in Salesforce.
SolutionStatus This is a table representing the SolutionStatus entities in Salesforce.
StaticResource This is a table representing the StaticResource entities in Salesforce.
Task This is a table representing the Task entities in Salesforce. To retrieve archived tasks, you must explicitly query for records with IsArchived set to True.
TaskFeed This is a table representing the TaskFeed entities in Salesforce.
TaskPriority This is a table representing the TaskPriority entities in Salesforce.
TaskStatus This is a table representing the TaskStatus entities in Salesforce.
Topic This is a table representing the Topic entities in Salesforce.
TopicAssignment This is a table representing the TopicAssignment entities in Salesforce.
TopicFeed This is a table representing the TopicFeed entities in Salesforce.
UndecidedEventRelation This is a table representing the UndecidedEventRelation entities in Salesforce.
User This is a table representing the User entities in Salesforce.
UserFeed This is a table representing the UserFeed entities in Salesforce.
UserLicense This is a table representing the UserLicense entities in Salesforce.
UserLogin This is a table representing the UserLogin entities in Salesforce.
UserPreference This is a table representing the UserPreference entities in Salesforce.
UserProfile This is a table representing the UserProfile entities in Salesforce.
UserRecordAccess This is a table representing the UserRecordAccess entities in Salesforce.
UserRole This is a table representing the UserRole entities in Salesforce.
Vote This is a table representing the Vote entities in Salesforce.
WebLink This is a table representing the WebLink entities in Salesforce.

Views

Views Offers additional metadata information from Salesforce.

Name Description
PickListValues This table lists picklist values for the specified TableName.
TableRelationships Lists relationships in the specified table

Error Notification

The Error shown can be solved using the SQL statement and restricting on the necessary columns. For Ex, For IdeaComment Table provide it with CommunityId, Id, IdeaId

SELECT * FROM IdeaComment WHERE Id =????

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