Salesforce

Salesforce is a cloud platform that streamlines business operations and customer relationship management, encompassing sales, marketing, and customer service.

Grab Credentials

To set up your pipeline, you’ll need your Salesforce user_name, password, and security_token. Use your login credentials for the user_name and password.

Obtain Security Token

Follow these steps to obtain the security_token:

1. Log into Salesforce with your credentials.
2. Click your profile picture/avatar at the top-right.
3. Select “Settings” from the drop-down.
4. Under “Personal Setup” in the sidebar, choose “My Personal Information” > “Reset My Security Token”.
5. Click “Reset Security Token”.
6. Check your email for the token sent by Salesforce.

Connection Properties

The config section in a YAML file includes the following properties:

Connectorname: Salesforce
Username: UserName
Password: Password
Security_token: Salesforce security token

Example Configuration

version: 1
encrypt_credentials: false
plugins:
  extractors:
    - name: Salesforce_data
      connectorname: Salesforce
      config:
        username: <USERNAME>
        password: <PASSWORD>
        security_token: <SECURITY TOKEN>
      select:
        - TABLE1
        - TABLE2