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    Salesforce
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    Salesforce

    • 4 Minutes to read
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    Article summary

    Salesforce is a cloud-based customer relationship management (CRM) platform that offers a suite of applications and tools for businesses to manage their sales, customer service, marketing, and more. It provides a centralized platform for organizations to store and analyze customer data, automate processes, and enhance collaboration across various departments.

    Refer to our website for the list of metrics and attributes available in Dataddo.

    Refer to Salesforce's official documentation to see all available endpoints from the Salesforce API.

    Authorize Connection to Salesforce

    To authorize this service, use OAuth 2.0 to share specific data with Dataddo while keeping usernames, passwords, and other information private.

    1. On the Authorizers page, click on Authorize New Service and select your service.
    2. Follow the on-screen prompts to grant Dataddo the necessary permissions to access and retrieve your data.
    3. [Optional] Once your authorizer is created, click on it to change the label for easier identification.

    Ensure that the account you're granting access to holds at least admin-level permissions. If necessary, assign a team member with the required permissions with the authorizer role to authenticate the service for you.

    For more information, see our article on authorizers.

    How to Create a Salesforce Data Source

    1. On the Sources page, click on the Create Source button and select the connector from the list.
    2. Select your dataset and click on Next to continue.
      DATADDO TIP

      If you are not sure which dataset you need but know the metrics and attributes, use the Search by Name or Attribute function.

      Fixed-schema connector
    3. From the drop-down menu, select your authorizer.
      Didn't find your authorizer?

      Click on Add new Account at the bottom of the drop-down and follow the on-screen prompts. You can also go to the Authorizers tab and click on Add New Service.

    4. Name your data source and select your metrics and attributes. Keep in mind that metrics and attributes depend on the selected dataset.
    5. Configure your sync frequency or the exact synchronization time under Show advanced settings.
      DATADDO TIP

      If you need to load historical data, please refer to the Data Backfilling article.

    6. Preview your data by clicking on the Test Data button in the top right corner. You can adjust the date range for a more specific time frame.
    7. Click on Save and congratulations, your new data source is ready!

    Optional Settings: Filter

    Dataddo creates a data extraction query on the background based on your selected attributes. All records from this object for the specified fields will be extracted unless you apply a filter.

    A filter can be applied:

    • Directly in your destination.
    • During source creation in the Optional Settings tab. If you use, for example LastModifiedDate = Yesterday, it will be added to the query as a WHERE filter.

    Troubleshooting

    Data Preview Unavailable

    No data preview when you click on Test Data might be caused by an issue with your source configuration. The most common causes are:

    • Date range: Try a smaller date range. You can load the rest of your data afterward using manual data load.
    • Insufficient permissions: Please make sure your authorized account has at least admin-level permissions.
    • Invalid metrics, attributes, or breakdowns: You may not have any data for the selected metrics, attributes, or breakdowns.
    • Incompatible combination of metrics, attributes, or breakdowns: Your selected combination cannot be queried together. Please refer to the service's documentation to view a full list of metrics that can be included in the same data source.

    Connect a Sandbox Account

    To connect a sandbox account

    1. On the Authorizers page, click on Add New Service and select Salesforce Custom Domain.
    2. Fill in your sandbox domain name, e.g. dataddo--partial.sandbox. Your whole subdomain URL will look like one of the following:
      1. https://dataddo--partial.sandbox.my.salesforce.com/
      2. https://dataddo--partial.sandbox.lightning.force.com/

    Deleted Records

    If you need to reflect deleted Salesforce records as changes in your destination, choose one of the following methods based on your data volume.

    Incorrectly Displayed Characters

    Some characters (e.g. apostrophes) and emotikons cannot be displayed due to Salesforce's policy. You can change how the characters are displayed on your side, however, be aware of potential security risks.

    For more information, see Salesforce's official documentation.

    Large data volume

    You will need to create two data sources and flows.

    1. Firstly, use the Dataddo filter during Salesforce source creation and use the upsert write mode.
    2. Secondly, using a JSON Universal Connector and the sObject Get Deleted API endpoint, extract all deleted records and use the delete write mode. Deleted records will be deleted from their respective tables in your destination.

    If you need assistance with the JSON source configuration, please contact our Solutions team.

    Low data volume

    Extract all data every time and use the truncate insert write mode. This way, only the latest data snapshot will be sent to your destination.

    Related Articles

    Now that you have successfully created a data source, see how you can connect your data to a dashboarding app or a data storage.

    Sending Data to Dashboarding Apps

    Sending Data to Data Storages

    Other Resources

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