Salesforce

Available Endpoints

All available endpoints from Salesforce are listed here.

How to create a Salesforce Data Source

1. Sign in to your Dataddo account. Navigate to Sources and click on Create Source in the top right corner.

2. From the list of sources, choose Salesforce.

3. Choose your Salesforce Account and Instance you want to connect. Select API Version and click on Next.

   • NOTE: To find, what API version you have, follow this guide.
     
   Didn't find your account?

   If you want to connect a new account that is not on the list, click on Add new Account at the bottom of the drop-down. You will be redirected to the authorization/sign-in page to confirm the right account. Once you confirm, you will be redirected back to the Dataddo app.

4. Choose a name for your data source, select the Object and Attributes. To continue to the next page, click Next. Please note that the number of attributes is limited to 300. In case you need to select more than 300 attributes, please contact us and we will be more than happy to discuss your specific needs over email or a call.
   

5. Configure your snapshotting preferences by choosing your Sync frequency. Under Advanced Settings you can select the exact Time of synchronization. Confirm your setup by clicking on Next.

   NOTE

   To load historical data, please refer to Manual Data Load.

6. Before saving the source, preview your data by clicking on the Test Data button. Adjust the date range to see a more specific range of data.
   

7. Click on Save and congratulations, your new data source is ready!

Troubleshooting

Broken View / Error Message

If you cannot see a preview of your data, go back a few steps and check your setup. The most common causes are:

• Date range: We recommend a smaller date range. If you need to load historical data, check our guide.
• Invalid metrics, attributes, or breakdowns: You may not have any data for the selected metrics, attributes, or breakdowns.
• Combination of metrics, attributes, or breakdowns: The combination you have selected cannot be queried together. Please refer to the service's documentation to view a full list of which metrics can be included in the same source.
  

Connect a Sandbox Account

To connect a sandbox account, add an authorizer called Saleforce (custom domain) and set the domain to be the sandbox domain.

For example, if your sandbox domain is

https://dataddo--partial.sandbox.my.salesforce.com/

or

 https://dataddo--partial.sandbox.lightning.force.com/

then the domain you need to use in Dataddo would be dataddo--partial.sandbox.