Connectors → Salesforce v1

About Salesforce

Salesforce is a cloud-based software company that provides a customer relationship management (CRM) platform and also sells a complementary suite of enterprise applications focused on customer service, marketing automation, analytics, and application development.

Salesforce Connector

The Incorta Salesforce v1 connector uses the following Salesforce.com APIs:

Bulk: Provides a programmatic option to quickly load data from Salesforce. It is based on REST principles and is optimized for loading or deleting large sets of data. You can use it to query, queryAll, insert, update, upsert, or delete many records asynchronously by submitting batches. Salesforce processes batches in the background.
SOAP: Optimized for real-time client applications that update a few records at a time.

The Salesforce connector supports the following Incorta specific functionality:

Feature	Supported
Incremental loading	✔
Encryption at ingest
Performance Optimization	✔
Webhook Callbacks	✔

Recommendation

For Release 4.6 and higher, Incorta recommends using the Salesforce v2 connector. There are known issues with the v1 connector, such as missing Salesforce objects and incompatibility with compound fields, that are resolved with the v2 connector.

Deployment Steps within Salesforce

A Salesforce Administrator may need to enable the Salesforce API. In addition, a Salesforce Administrator creates and configures Incorta as a Salesforce Connected App. Here are the steps in Salesforce:

Verify your organization has the API feature enabled. This feature is enabled by default for Performance, Unlimited, Enterprise, Developer and some Professional Editions.
Verify your organization has the Bulk API feature enabled. This feature is enabled by default for Performance, Unlimited, Enterprise, and Developer Editions.
Create a Connected App for Incorta.
Enable OAuth Settings for API Integration.

Steps to connect Salesforce and Incorta

To connect Salesforce and Incorta, here are the high level steps, tools, and procedures:

Create an external data source
Create a schema with the Schema Wizard
or, Create a schema with the Schema Designer
Load the schema
Explore the schema

Create an external data source

Here are the steps to create a external data source with the Salesforce connector:

Sign in to the Incorta Direct Data Platform.
In the Navigation bar, select Data.
In the Action bar, select + New → Add Data Source.
In the Choose a Data Source dialog, in Application, select Salesforce.
In the New Data Source dialog, specify the applicable connector properties.
To test, select Test Connection.
Select Ok to save your changes.

Salesforce connector properties

Here are the properties for the Salesforce connector:

Property	Control	Description
Username	text box	Enter the Salesforce username
Password	text box	Enter the Salesforce password
Login URL	text box	Enter the Salesforce login URL
Token	text box	Enter the Salesforce token
Proxy Host	text box	Optionally enter the proxy server IP address
Proxy Port	text box	Optionally enter the proxy server port
Proxy Username	text box	Optionally enter proxy server username
Proxy Password	text box	Optionally enter the proxy server password

Create a schema with the Schema Wizard

Here are the steps to create a Salesforce schema with the Schema Wizard:

Sign in to the Incorta Direct Data Platform.
In the Navigation bar, select Schema.
In the Action bar, select + New → Schema Wizard
In (1) Choose a Source, specify the following:
- For Enter a name, enter the schema name.
- For Select a Datasource, select the Salesforce external data source.
- Optionally create a description.
In the Schema Wizard footer, select Next.
In (2) Manage Tables, in the Data Panel, first select the name of the Data Source, and then check the Select All checkbox.
In the Schema Wizard footer, select Next.
In (3) Finalize:
- Deselect the Create joins between selected tables if foreign key relationships are detected checkbox.
- In the Schema Wizard footer, select Create Schema.

Warning

It is recommended that you create the joins between the Salesforce tables manually using the Salesforce data model for standard objects. Allowing Incorta to create the joins automatically could result in an error, or circular joins.

Create a schema with the Schema Designer

Here are the steps to create a Salesforce schema using the Schema Designer:

Sign in to the Incorta Direct Data Platform.
In the Navigation bar, select Schema.
In the Action bar, select + New → Create Schema.
In Name, specify the schema name, and select Save.
In Start adding tables to your schema, select Salesforce.
In the Data Source dialog, specify the Salesforce table data source properties.
Select Add.
In the Table Editor, in the Table Summary section, enter the table name.
To save your changes, select Done in the Action bar.

Salesforce table data source properties

For a schema table in Incorta, you can define the following Salesforce specific data source properties as follows:

Property	Control	Description
Type	drop down list	Default is Salesforce
Data Source	drop down list	Select the Salesforce external data source
Incremental	toggle	Enable incremental loading for the schema table
Query	text box	Enter the SQL query to retrieve data from Salesforce
Update Query	text box	Enable Incremental to configure this property. Enter the SQL query to retrieve data updates from Salesforce.
Callback	toggle	Enable post extraction callback
Callback URL	text box	Enable Callback to configure this property. Specify the URL.

View the schema diagram with the Schema Diagram Viewer

Here are the steps to view the schema diagram using the Schema Diagram Viewer:

Sign in to the Incorta Direct Data Platform.
In the Navigation bar, select Schema.
In the list of schemas, select the Salesforce schema.
In the Schema Designer, in the Action bar, select Diagram.

Salesforce schema diagram

The following is a Sales schema for an external data source that utilizes the Salesforce connector. This subset of the entire Salesforce entity relationship diagram (ERD) is provided for brevity.

Load the schema

Here are the steps to perform a Full Load of the Salesforce schema using the Schema Designer:

Sign in to the Incorta Direct Data Platform.
In the Navigation bar, select Schema.
In the list of schemas, select the Salesforce schema.
In the Schema Designer, in the Action bar, select Load → Load Now → Full.
To review the load status, in Last Load Status, select the date.

Explore the schema

With the full load of the Salesforce schema complete, you can use the Analyzer to explore the schema, create your first insight, and save the insight to a new dashboard.

To open the Analyzer from the schema, follow these steps:

In the Navigation bar, select Schema.
In the Schema Manager, in the List view, select the Salesforce schema.
In the Schema Designer, in the Action bar, select Explore Data.

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