Salesforce is a cloud-based CRM platform. You can use Salesforce data as a data source for replication.
Salesforce integration replicates data from your Salesforce account. When setting up a Salesforce integration, you can select one of the following Salesforce APIs to replicate your data:
Consultare la sezione Schema per un elenco di oggetti disponibili per la replica.
Preparing for authentication
To access your data, you need to authenticate the connection with your account credentials.
Nota informaticaAssicurarsi che l'account utilizzata disponga di accesso di lettura per le tabelle che si desidera recuperare.
Before creating the Salesforce connection in Qlik Talend Cloud, confirm that:
Your Salesforce org supports API access and you have API access enabled. See
REST API compatible editions.
API access is enabled by default in Enterprise, Performance, Unlimited, and Developer editions.
If you need help confirming API access for your org, see
Salesforce Help
or contact your Salesforce account executive.
Note: You can’t create Connected Apps.
Salesforce recommends using an External Client App instead. For more information, see Salesforce Help and External Client Apps.
To create, edit, or delete external client apps, you need admin permissions.
To create an integration user for the external client apps:
Fornire un nome per la connessione in Nome connessione.
Selezionare Apri metadati di connessione per definire i metadati della connessione al momento della creazione.
Fare clic su Crea.
Connection settings
Setting
Description
Data gateway
Selezionare un Gateway Data Movement se richiesto dal proprio caso di utilizzo.
Nota informatica
Questo campo non è disponibile con la sottoscrizione a Avvio Qlik Talend Cloud, poiché non supporta il Gateway Data Movement. Se si dispone di un altro livello di sottoscrizione e non si desidera utilizzare il Gateway Data Movement, selezionare Nessuno.
Inserire la data, nel formato MM/DD/YYYY, a partire dalla quale i dati devono essere replicati dalla sorgente alla destinazione.
API Type
Select the API type from the drop-down list:
BULK (recommended): Best for large datasets and less frequent replication. Limited to 10,000 batches per rolling 24 hours.
REST: Best for smaller datasets and frequent updates.
Replicate new fields automatically
By default, Qlik Talend Cloud does not replicate new Salesforce fields. Select this checkbox to automatically detect and add new fields.
Max percentage of API quota to use
Percentage of your standard API quota Qlik Talend Cloud can use. If the limit is reached, replication pauses and resumes when quota is available.
If set to 80 and your quota is 10,000 calls/24 hours, Qlik Talend Cloud can use up to 8,000 calls across all connected apps.
Note: Enter 80, not 80%.
Max percentage allowed per run
Percentage of your total API quota that Qlik Talend Cloud can use per replication job.
If set to 10 and your quota is 10,000 calls, Qlik Talend Cloud can use up to 1,000 calls per job (10,000 × 0.1).
Note: Enter 10, not 10%.
Client ID
Client ID.
Client Secret
Client secret.
Unsupported objects in REST API
The following objects won’t be available for replications in Qlik Talend Cloud:
Announcement
CollaborationGroupRecord
ContentDocumentLink
ContentFolderMember
DataStatistics
EntityParticle
FieldDefinition
FlexQueueItem
IdeaComment
OwnerChangeOptionInfo
PicklistValueInfo
PlatformAction
RelationshipDomain
RelationshipInfo
SearchLayout
SiteDetail
UserEntityAccess
UserFieldAccess
Vote
Any *ChangeEvent object
ActivityHistory
AggregateResult
AttachedContentDocument
CombinedAttachment
ContentBody
EmailStatus
FeedLike
FeedTrackedChange
FeedSignal
FolderedContentDocument
ListViewChartInstance
LookedUpFromActivity
Name
NoteAndAttachment
OpenActivity
OutgoingEmail
OutgoingEmailRelation
OwnedContentDocument
ProcessInstanceHistory
UserRecordAccess
The unsupported objects list is not exhaustive. Salesforce might change the unsupported objects for the API as Salesforce continues to maintain and update their APIs.
Unsupported objects in Bulk API
The following objects won’t be available for selection in Qlik Talend Cloud:
AcceptedEventRelation
AssetTokenEvent
AttachedContentNote
CaseStatus
ContentFolderItem
ContractStatus
DeclinedEventRelation
EventWhoRelation
PartnerRole
QuoteTemplateRichTextData
RecentlyViewed
SolutionStatus
TaskPriority
TaskWhoRelation
TaskStatus
UndecidedEventRelation
The unsupported objects list is not exhaustive. Salesforce might change the unsupported objects for the API as Salesforce continues to maintain and update their APIs.
Schema
Nota informatica
Schemas and naming conventions can change from version to version. It is recommended to verify your version before continuing.
The schema and info displayed below is for version 2.
To ensure we can provide you with up-to-date documentation, this section covers a few of the most popular tables that Salesforce integration offers.
See the Salesforce Object Reference guide for info on objects not listed here, including the fields available in each object.
Custom Salesforce object and field replication
Salesforce integration supports the replication of custom objects and fields.
Custom object and field names are appended with __c to make identification easier. For example: AE_Assignment__c or Assignment_Group_Name__c
Depending on your destination, table and column names may not appear as they are outlined below.
account
The account table contains info about the individual accounts (organizations and persons) involved with your business. This could be a customer, a competitor, a partner, and so on.
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