Salesforce

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:

См. раздел Схема для получения списка объектов, доступных для репликации.

Preparing for authentication

To access your data, you need to authenticate the connection with your account credentials.

Убедитесь, что используемая учетная запись имеет доступ для чтения к таблицам, которые требуется получить.

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:

Log into your Salesforce account.
From Setup, search for and open Users.
Click New User, then enter the integration user details.
Use an email address that you can access.
Set User License to Salesforce Integration.
Set Profile to Minimum Access - API only Integrations.
Click Save.

To set up an external client app:

Log into your Salesforce account.
From Setup, search for and open App Manager.
Select New External Client App and enter a name.
Set Distribution State to Local.
Enable OAuth Settings, then in App Settings set the callback URL to https://connector.qlik.com/auth/oauth/v3.htm.
Select these OAuth scopes:
- Manage user data via APIs (api)
- Perform requests at any time (refresh_token, offline_access)
- Access unique user identifiers (openid)
- Full access (full)
Under Flow Enablement, enable Client Credentials Flow.
Under Security, select Require Secret for the Web Server Flow, then click Create.
Only select Require Secret for the Web Server Flow. If you select more options, the integration will fail.
Open the Policies tab, click Edit, and set Permitted Users to All users can self-authorize.
Under OAuth Flows and External Client App Enhancements, confirm Enable Client Credentials Flow is selected, then enter the integration username.
Under App Authorization, select Refresh token is valid until revoked.
This option is recommended. Otherwise, you must create a new connection for each task when the token expires.
Set IP Relaxation to Relax IP restrictions, then click Save.
Open Settings > Plugin Policies.
Under OAuth Setting, select Consumer Key and Secret.
A new tab opens where you can authenticate and copy your client ID and client secret.

Creating the connection

Для получения дополнительной информации см. раздел Подключение к приложениям SaaS.

Заполните необходимые свойства подключения.
Заполните поле Имя подключения.
Установите флажок Открыть метаданные подключения, чтобы определить метаданные для подключения, когда оно будет создано.
Щелкните Создать.

Connection settings
Setting	Description
Data gateway	Выберите шлюз Шлюз движения данных, если этого требует текущий сценарий использования. Примечание к информации Это поле недоступно при использовании подписки Qlik Talend Cloud Starter, так как она не поддерживает Шлюз движения данных. Если используется другой уровень подписки или не требуется использовать Шлюз движения данных, выберите Нет. Для получения информации о преимуществах Шлюз движения данных и о сценариях, требующих его использования, см. раздел Шлюз данных Qlik — движение данных.
Start Date	Введите дату в формате `MM/DD/YYYY`, начиная с которой данные должны реплицироваться из источника в цель.
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

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.

Replication Method	CDC
Primary Key	id
Replication Key	systemModStamp
Useful links	Salesforce documentation

Join account with	on
contact	account.id = contact.accountId account.ownerId = contact.ownerId
lead	account.id = lead.convertedAccountId account.ownerId = lead.ownerId
opportunity	account.id = opportunity.accountId account.ownerId = opportunity.ownerId
user	account.id = user.accountId account.ownerId = user.id account.ownerId = user.delegatedApproverId account.ownerId = user.managerId

accountNumber

STRING

accountSource

STRING

annualRevenue

NUMBER

billingAddress

STRING

billingCity

STRING

billingCountry

STRING

billingCountryCode

STRING

billingGeocodeAccuracy

STRING

billingLatitude

INTEGER

billingLongitude

INTEGER

billingPostalCode

STRING

billingState

STRING

billingStateCode

STRING

billingStreet

STRING

cleanStatus

STRING

connectionReceivedId

STRING

description

STRING

dunsNumber

STRING

fax

STRING

industry

STRING

isCustomerPortal

BOOLEAN

isDeleted

BOOLEAN

isPartner

BOOLEAN

isPersonAccount

BOOLEAN

jigsaw

STRING

lastActivityDate

DATE-TIME

lastReferenceDate

DATE-TIME

lastViewedDate

DATE-TIME

masterRecordId

STRING

naicsCode

STRING

naicsDescription

STRING

name

STRING

numberOfEmployees

NUMBER

operatingHoursId

STRING

ownerId

STRING

ownership

STRING

parentId

STRING

phone

STRING

photoUrl

STRING

rating

STRING

recordTypeId

STRING

salutation

STRING

shippingAddress

STRING

shippingCity

STRING

shippingCountry

STRING

shippingCountryCode

STRING

shippingGeocodeAccuracy

STRING

shippingLatitude

INTEGER

shippingLongitude

INTEGER

shippingPostalCode

STRING

shippingState

STRING

shippingStateCode

STRING

shippingStreet

STRING

sic

STRING

sicDesc

STRING

site

STRING

systemModStamp

DATE-TIME

tickerSymbol

STRING

tradeStyle

STRING

type

STRING

website

STRING

yearStarted

STRING

contact

The contact table contains info about your contacts, who are individuals associated with accounts in your Salesforce instance.

Replication Method	CDC
Primary Key	id
Replication Key	systemModStamp
Useful links	Salesforce documentation

Join contact with	on
account	contact.accountId = account.id contact.ownerId = account.ownerId
lead	contact.accountId = lead.convertedAccountId contact.id = lead.convertedContactId contact.ownerId = lead.ownerId
opportunity	contact.accountId = opportunity.accountId contact.ownerId = opportunity.ownerId
user	contact.accountId = user.accountId contact.id = user.contactId contact.ownerId = user.id contact.ownerId = user.delegatedApproverId contact.ownerId = user.managerId

accountId

STRING

assistantName

STRING

assistantPhone

STRING

birthdate

DATE

canAllowPortalSelfReg

BOOLEAN

cleanStatus

STRING

connectionReceivedId

STRING

connectionSentId

STRING

department

STRING

description

STRING

doNotCall

BOOLEAN

email

STRING

emailBouncedDate

DATE-TIME

emailBouncedReason

STRING

fax

STRING

firstName

STRING

hasOptedOutOfEmail

BOOLEAN

hasOptedOutOfFax

BOOLEAN

homePhone

STRING

isDeleted

BOOLEAN

isEmailBounced

BOOLEAN

isPersonAccount

BOOLEAN

jigsaw

STRING

lastActivityDate

DATE-TIME

lastName

STRING

lastReferenceDate

DATE-TIME

lastViewedDate

DATE-TIME

leadSource

STRING

mailingAddress

STRING

mailingCity

STRING

mailingCountry

STRING

mailingCountryCode

STRING

mailingGeocodeAccuracy

STRING

mailingLatitude

INTEGER

mailingLongitude

INTEGER

mailingPostalCode

STRING

mailingState

STRING

mailingStateCode

STRING

mailingStreet

STRING

masterRecordId

STRING

middleName

STRING

mobilePhone

STRING

name

STRING

otherAddress

STRING

otherCity

STRING

otherCountry

STRING

otherCountryCode

STRING

otherGeocodeAccuracy

STRING

otherLatitude

INTEGER

otherLongitude

INTEGER

otherPhone

STRING

otherPostalCode

STRING

otherState

STRING

otherStateCode

STRING

otherStreet

STRING

ownerId

STRING

phone

STRING

photoUrl

STRING

recordTypeId

STRING

reportsToId

STRING

salutation

STRING

suffix

STRING

systemModStamp

DATE-TIME

title

STRING

lead

The lead table contains info about your leads, who are prospects or potential Opportunities.

Replication Method	CDC
Primary Key	id
Replication Key	systemModStamp
Useful links	Salesforce documentation

Join lead with	on
account	lead.convertedAccountId = account.id lead.ownerId = account.ownerId
contact	lead.convertedAccountId = contact.accountId lead.convertedContactId = contact.id lead.ownerId = contact.ownerId
opportunity	lead.convertedAccountId = opportunity.accountId lead.convertedOpportunityId = opportunity.id lead.ownerId = opportunity.ownerId
user	lead.convertedAccountId = user.accountId lead.convertedContactId = user.contactId lead.ownerId = user.id lead.ownerId = user.delegatedApproverId lead.ownerId = user.managerId

PostalCode

STRING

address

STRING

annualRevenue

NUMBER

city

STRING

cleanStatus

STRING

company

STRING

companyDunsNumber

STRING

connectionReceivedId

STRING

convertedAccountId

STRING

convertedContactId

STRING

convertedDate

DATE-TIME

convertedOpportunityId

STRING

country

STRING

countryCode

STRING

currencyIsoCode

STRING

description

STRING

division

STRING

email

STRING

emailBouncedDate

DATE-TIME

emailBouncedReason

STRING

fax

STRING

firstName

STRING

geocodeAccuracy

STRING

hasOptedOutOfEmail

BOOLEAN

STRING

industry

STRING

isConverted

BOOLEAN

isDeleted

BOOLEAN

isUnreadByOwner

BOOLEAN

jigsaw

STRING

lastActivityDate

DATE-TIME

lastName

STRING

lastReferenceDate

DATE-TIME

lastViewedDate

DATE-TIME

latitude

INTEGER

leadSource

STRING

longitude

INTEGER

masterRecordId

STRING

middleName

STRING

mobilePhone

STRING

name

STRING

numberOfEmployees

INTEGER

ownerId

STRING

partnerAccountId

STRING

phone

STRING

photoUrl

STRING

rating

STRING

recordTypeId

STRING

salutation

STRING

scoreIntelligenceId

STRING

state

STRING

stateCode

STRING

status

STRING

street

STRING

suffix

STRING

systemModStamp

DATE-TIME

title

STRING

website

STRING

opportunity

The opportunity table contains info about your opportunities, which are sales or pending deals.

Replication Method	CDC
Primary Key	id
Replication Key	systemModStamp
Useful links	Salesforce documentation

Join opportunity with	on
account	opportunity.accountId = account.id opportunity.ownerId = account.ownerId
contact	opportunity.accountId = contact.accountId opportunity.ownerId = contact.ownerId
lead	opportunity.accountId = lead.convertedAccountId opportunity.id = lead.convertedOpportunityId opportunity.ownerId = lead.ownerId
user	opportunity.accountId = user.accountId opportunity.ownerId = user.id opportunity.ownerId = user.delegatedApproverId opportunity.ownerId = user.managerId

accountId

STRING

amount

NUMBER

campaignId

STRING

closeDate

DATE-TIME

connectionReceivedId

STRING

connectionSentId

STRING

currencyIsoCode

STRING

description

STRING

expectedRevenue

NUMBER

fiscal

STRING

fiscalQuarter

INTEGER

fiscalYear

INTEGER

forecastCategory

STRING

forecastCategoryName

STRING

hasOpenActivity

BOOLEAN

hasOpportunityLineItem

BOOLEAN

hasOverdueTask

BOOLEAN

STRING

isClosed

BOOLEAN

isDeleted

BOOLEAN

isExcludedFromTerritory2Filter

BOOLEAN

isSplit

BOOLEAN

isWon

BOOLEAN

lastActivityDate

DATE-TIME

lastReferenceDate

DATE-TIME

lastViewedDate

DATE-TIME

leadSource

STRING

name

STRING

nextStep

STRING

ownerId

STRING

pricebook2Id

STRING

pricebookId

STRING

probability

INTEGER

recordTypeId

STRING

stageName

STRING

syncedQuoteId

STRING

systemModStamp

DATE-TIME

territory2Id

STRING

totalOpportunityQuantity

NUMBER

type

STRING

user

The user table contains info about the users in your organization.

Replication Method	CDC
Primary Key	id
Replication Key	systemModStamp
Useful links	Salesforce documentation

Join user with	on
account	user.accountId = account.id user.id = account.ownerId user.delegatedApproverId = account.ownerId user.managerId = account.ownerId
contact	user.accountId = contact.accountId user.contactId = contact.id user.id = contact.ownerId user.delegatedApproverId = contact.ownerId user.managerId = contact.ownerId
lead	user.accountId = lead.convertedAccountId user.contactId = lead.convertedContactId user.id = lead.ownerId user.delegatedApproverId = lead.ownerId user.managerId = lead.ownerId
opportunity	user.accountId = opportunity.accountId user.id = opportunity.ownerId user.delegatedApproverId = opportunity.ownerId user.managerId = opportunity.ownerId

aboutMe

STRING

accountId

STRING

address

STRING

alias

STRING

badgeText

STRING

bannerPhotoUrl

STRING

callCenterId

STRING

city

STRING

communityNickname

STRING

companyName

STRING

contactId

STRING

country

STRING

countryCode

STRING

defaultCurrencyIsoCode

STRING

defaultDivision

STRING

defaultGroupNotificationFrequency

STRING

delegatedApproverId

STRING

department

STRING

digestFrequency

STRING

division

STRING

email

STRING

emailEncodingKey

STRING

emailPreferencesAutoBcc

BOOLEAN

employeeNumber

STRING

extension

STRING

fax

STRING

federationIdentifier

STRING

firstName

STRING

forecastEnabled

BOOLEAN

fullPhotoUrl

STRING

isActive

BOOLEAN

isPortalEnabled

BOOLEAN

isPortalSelfRegistered

BOOLEAN

isPrmSuperUser

BOOLEAN

isProfilePhotoActive

BOOLEAN

jigsawImportLimitOverride

INTEGER

languageLocaleKey

STRING

lastLoginDate

DATE-TIME

lastName

STRING

lastReferenceDate

DATE-TIME

lastViewedDate

DATE-TIME

latitude

INTEGER

localeSidKey

STRING

longitude

INTEGER

manager

STRING

managerId

STRING

mediumBannerPhotoUrl

STRING

middleName

STRING

mobilePhone

STRING

name

STRING

offlineTrialExpirationDate

DATE-TIME

phone

STRING

portalRole

STRING

postalCode

STRING

profileId

STRING

receivesAdminInfoEmails

BOOLEAN

receivesInfoEmails

BOOLEAN

senderEmail

STRING

senderName

STRING

signature

STRING

smallBannerPhotoUrl

STRING

smallPhotoUrl

STRING

state

STRING

stateCode

STRING

street

STRING

suffix

STRING

systemModStamp

DATE-TIME

timeZoneSidKey

STRING

title

STRING

userPermissionsCallCenterAutoLogin

BOOLEAN

userPermissionsChatterAnswersUser

BOOLEAN

userPermissionsInteractionUser

BOOLEAN

userPermissionsJigsawProspectingUser

BOOLEAN

userPermissionsKnowledgeUser

BOOLEAN

userPermissionsLiveAgentUser

BOOLEAN

userPermissionsMarketingUser

BOOLEAN

userPermissionsMobileUser

BOOLEAN

userPermissionsOfflineUser

BOOLEAN

userPermissionsSFContentUser

BOOLEAN

userPermissionsSiteforceContributorUser

BOOLEAN

userPermissionsSiteforcePublisherUser

BOOLEAN

userPermissionsSupportUser

BOOLEAN

userPermissionsWorkDotComeUserFeature

BOOLEAN

userPreferencesAcitivityRemindersPopup

BOOLEAN

userPreferencesApexPagesDeveloperMode

BOOLEAN

userPreferencesContentEmailAsAndWhen

BOOLEAN

userPreferencesContentNoEmail

BOOLEAN

userPreferencesDisCommentAfterLikeEmail

BOOLEAN

userPreferencesDisMentionsCommentEmail

BOOLEAN

userPreferencesDisProfPostCommentEmail

BOOLEAN

userPreferencesDisableAllFeedsEmail

BOOLEAN

userPreferencesDisableBookmarkEmail

BOOLEAN

userPreferencesDisableChangeCommentEmail

BOOLEAN

userPreferencesDisableEndorsementEmail

BOOLEAN

userPreferencesDisableFeedbackEmail

BOOLEAN

userPreferencesDisableFileShareNotificationsForApi

BOOLEAN

userPreferencesDisableFollowersEmail

BOOLEAN

userPreferencesDisableLaterCommentEmail

BOOLEAN

userPreferencesDisableLikeEmail

BOOLEAN

userPreferencesDisableMentionsPostEmail

BOOLEAN

userPreferencesDisableMessageEmail

BOOLEAN

userPreferencesDisableProfilePostEmail

BOOLEAN

userPreferencesDisableRewardEmail

BOOLEAN

userPreferencesDisableSharePostEmail

BOOLEAN

userPreferencesDisableWorkEmail

BOOLEAN

userPreferencesEnableAutoSubForFeeds

BOOLEAN

userPreferencesEventRemindersCheckboxDefault

BOOLEAN

userPreferencesHideBiggerPhotoCallout

BOOLEAN

userPreferencesHideCSNDesktopTask

BOOLEAN

userPreferencesHideCSNGetChatterMobileTask

BOOLEAN

userPreferencesHideChatterOnboardingSplash

BOOLEAN

userPreferencesHideHideSecondChatterOnboardingSplash

BOOLEAN

userPreferencesHideS1BrowserUI

BOOLEAN

userPreferencesHideSfxWelcomeMat

BOOLEAN

userPreferencesJigsawListUser

BOOLEAN

userPreferencesLightningExperiencePreferred

BOOLEAN

userPreferencesPathAssistantCollapsed

BOOLEAN

userPreferencesReminderSoundOff

BOOLEAN

userPreferencesShowCityToExternalUsers

BOOLEAN

userPreferencesShowCityToGuestUsers

BOOLEAN

userPreferencesShowCountryToExternalUsers

BOOLEAN

userPreferencesShowCountryToGuestUsers

BOOLEAN

userPreferencesShowEmailToExternalUsers

BOOLEAN

userPreferencesShowEmailToGuestUsers

BOOLEAN

userPreferencesShowFaxToExternalUsers

BOOLEAN

userPreferencesShowFaxToGuestUsers

BOOLEAN

userPreferencesShowManagerToExternalUsers

BOOLEAN

userPreferencesShowManagerToGuestUsers

BOOLEAN

userPreferencesShowMobilePhoneToExternalUsers

BOOLEAN

userPreferencesShowMobilePhoneToGuestUsers

BOOLEAN

userPreferencesShowPostalCodeToExternalUsers

BOOLEAN

userPreferencesShowPostalCodeToGuestUsers

BOOLEAN

userPreferencesShowProfilePicToExternalUsers

BOOLEAN

userPreferencesShowProfilePicToGuestUsers

BOOLEAN

userPreferencesShowStateToExternalUsers

BOOLEAN

userPreferencesShowStateToGuestUsers

BOOLEAN

userPreferencesShowStreetAddressToExternalUsers

BOOLEAN

userPreferencesShowStreetAddressToGuestUsers

BOOLEAN

userPreferencesShowTitleToExternalUsers

BOOLEAN

userPreferencesShowTitleToGuestUsers

BOOLEAN

userPreferencesShowWorkPhoneToExternalUsers

BOOLEAN

userPreferencesShowWorkPhoneToGuestUsers

BOOLEAN

userPreferencesSortFeedByComment

BOOLEAN

userPreferencesTaskRemindersCheckboxDefault

BOOLEAN

userRoleId

STRING

userType

STRING

username

STRING

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