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| Salesforce is an enterprise cloud computing firm. It specializes in social and mobile cloud technologies, including sales and CRM applications helping companies connect with customers, partners, and employees. |
Prerequisites
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| Make sure you have your Salesforce instance configured accordingly. Datameer will retrieve the data with an OAuth token - without revealing a username and a password to Datameer X. |
To prepare your Salesforce instance:
- Login as an Admin or ask an authorized person to execute the setup.
- Create a new 'Connected App'. The steps differ depending on whether you us an old or a new Salesforce Interface:
- Old UI: "Built" → "Create" → "Apps" → "Connected Apps" → "New"
- New UI: "Platform Tools" → "Apps" → "Connected Apps" → "App Manager" → "New Connected App" - Switch to the "API (Enable OAuth Settings)" section and tick the "Enable OAuth Settings" checkbox.
Set the Callback URLs (Datameer Application Server URL):
Code Block http://<datameer application server hostname>:<port>/properties/external-callback-button https://<datameer application server hostname>:<port>/properties/external-callback-button- Add the following OAuth scopes:
- Full Access
- Manage Use Data via Web Browsers
- Platform Requests at Any Time - Leave all the rest default parameters and save the settings.
- Open this Connected App settings and pick up its client ID and client secret values.
To prepare your Datameer X instance:
Open the 'live.properties" file under '/<Datameer installation folder>/conf/live.properties' and add the following lines at the end:
Code Block #Salesforce Connectetd Apps details for get OAuth token system.property.webservice.salesforce.oauth.client-id=<client-id of the Saleforce Connected App> system.property.webservice.salesforce.oauth.client-secret=<client-secret of the Saleforce Connected App>- Restart Datameer X.
Configuring Salesforce as a Connection
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Importing Data with the Salesforce Connector
Applicable Custom Properties
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You can use custom properties to modify the importing process to your needs. |
| Custom Property | Example Value | Default Value | Description |
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| datameer.plugin-webservice.read-timeout.ms | 120000 (~2 minutes) | 120000 |
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| datameer.salesforce.maxrecords-per-result-request | 600000 | determined by the Salesforce API endpoint |
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| datameer.salesforce.max-parallel-result-request | 2 | 1 |
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Importing Data with the Salesforce Connector
Click the + (plus) button and select Import Job or right-click in the browser and select Create new > Import Job.
Click Select Connector, choose the Salesforce connector, and click Next.
Enter a search Salesforce Query (SOQL) and click Next.
Review the defined fields and click Next.
Review the schedule and advanced properties for the job and click Next.
Create a description for the import job and click Save.
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