Sales Force Trajectory

Owned by Charles Bishop (Deactivated)
Jan 30, 2018
2 min read

Using the Salesforce Connector to Pull Your Salesforce Data into Datameer

  1. Create a new connection, select Salesforce as the Connection Type. Select Use Datameer Client Application and click Authorize Datameer.
  2. Create a new import job and select the connection you just created. Put a SOQL query into the Query Details field. An example query is: 
    SELECT Id, Name, Description, StageName, Amount, Probability FROM Opportunity
    See below under Force.com Developer Console for more information about SOQL and how to query your Salesforce tables.
  3. Save the import job, run it, and link the retrieved data in a new workbook.

Force.com developer console

When logged into your Salesforce account, in the top-right corner, next to your username, click the drop-down and select Developer Console.

In the Developer Console select the Repository tab at the very top. From the Setup Entity Type list, then select Objects, which represent your Salesforce tables that you want to query. In the middle list Entities you then select with a double-click the actual table you want to query. In the list at the bottom, select all the columns you want to include in the query. Then click Query.

The generated query can then be copied and pasted into the relevant import job field.

Example queries for the account, campaign, lead, and opportunity tables

SELECT Id, IsDeleted, MasterRecordId, Name, Type, ParentId, BillingStreet, BillingCity, BillingState, BillingPostalCode, BillingCountry, ShippingStreet, ShippingCity, ShippingState, ShippingPostalCode, ShippingCountry, Phone, Fax, AccountNumber, Website, Sic, Industry, AnnualRevenue, NumberOfEmployees, Ownership, TickerSymbol, Description, Rating, Site, OwnerId, CreatedDate, CreatedById, LastModifiedDate, LastModifiedById, SystemModstamp, LastActivityDate, Jigsaw, JigsawCompanyId, AccountSource, SicDesc, CustomerPriority__c, SLA__c, Active__c, NumberofLocations__c, UpsellOpportunity__c, SLASerialNumber__c, SLAExpirationDate__c FROM Account

SELECT Id, IsDeleted, Name, ParentId, Type, Status, StartDate, EndDate, ExpectedRevenue, BudgetedCost, ActualCost, ExpectedResponse, NumberSent, IsActive, Description, NumberOfLeads, NumberOfConvertedLeads, NumberOfContacts, NumberOfResponses, NumberOfOpportunities, NumberOfWonOpportunities, AmountAllOpportunities, AmountWonOpportunities, OwnerId, CreatedDate, CreatedById, LastModifiedDate, LastModifiedById, SystemModstamp, LastActivityDate, CampaignMemberRecordTypeId FROM Campaign

SELECT Id, IsDeleted, MasterRecordId, LastName, FirstName, Salutation, Name, Title, Company, Street, City, State, PostalCode, Country, Phone, MobilePhone, Fax, Email, Website, Description, LeadSource, Status, Industry, Rating, AnnualRevenue, NumberOfEmployees, OwnerId, IsConverted, ConvertedDate, ConvertedAccountId, ConvertedContactId, ConvertedOpportunityId, IsUnreadByOwner, CreatedDate, CreatedById, LastModifiedDate, LastModifiedById, SystemModstamp, LastActivityDate, Jigsaw, JigsawContactId, EmailBouncedReason, EmailBouncedDate, SICCode__c, ProductInterest__c, Primary__c, CurrentGenerators__c, NumberofLocations__c FROM Lead

SELECT Id, IsDeleted, AccountId, IsPrivate, Name, Description, StageName, Amount, Probability, ExpectedRevenue, TotalOpportunityQuantity, CloseDate, Type, NextStep, LeadSource, IsClosed, IsWon, ForecastCategory, ForecastCategoryName, CampaignId, HasOpportunityLineItem, Pricebook2Id, OwnerId, CreatedDate, CreatedById, LastModifiedDate, LastModifiedById, SystemModstamp, LastActivityDate, FiscalQuarter, FiscalYear, Fiscal, DeliveryInstallationStatus__c, TrackingNumber__c, OrderNumber__c, CurrentGenerators__c, MainCompetitors__c FROM Opportunity