Salesforce V2  

Salesforce is a cloud-based CRM platform. You can land Salesforce data as a data source when landing or replicating data.

• For more information about connecting to SaaS applications, see Koppla till SaaS-program.

• For more information about Lite connectors, see Klassificering av kopplingar.

• Depending on your use case, you might need to install Gateway för dataflytt to move data from SaaS applications. For more information, see När krävs Gateway för dataflytt?.

Feature snapshot

Feature/Functionality	Support details
Supported Qlik Talend Data Integration projects	Data pipeline projects and Replication projects.
Metoder för uppdatering av mål	Landing tasks: Change data capture (CDC) using Change Tables Reload and compare Replication tasks: Full load Change data capture (CDC) using Change Tables Change data capture (CDC). Using this method, changes are directly applied to the target. Landing data in a data lake tasks: Change data capture (CDC) using Change Tables Reload
Hantera metadata	Manual metadata generation is required.
Utveckling av schema	Not supported
Replication of LOB columns (NCLOB, CLOB, and BLOB)	Determined by the task type: Landing tasks: Supports limited LOB size only Replication tasks: Supports unlimited LOB
Scheduled CDC	Only required when accessing data sources without Data Movement gateway.
Notifications	Fully supported Konfigurera aviseringar vid ändringar under drift
Monitoring	Fully supported Övervaka en enskild datauppgift
Automatic denesting of JSON column payloads	Fully supported

Supported versions and objects

The following Salesforce versions are supported:

• Salesforce Sales Cloud

• Salesforce Service Cloud

• Salesforce Marketing Cloud

  This requires using Salesforce Marketing Cloud Connect. For more information, see Marketing Cloud Connect.

• Salesforce Commerce Cloud

For more information about the results returned from Salesforce, see Salesforce REST API Developer Guide.

If the data contains custom objects using the extension of __c in the name, they will be created in the target with _c instead, using one _ and not two.

Preparing for authentication

To access your Salesforce data, you need to authenticate the connection with your account credentials. You must create a private app in Salesforce and retrieve your consumer key and secret:

1. Log into Salesforce and create a new Connected app. Name this app and API and provide your email address.

2. Enable OAuth Settings and set Callback URL to https://connector.qlik.com/auth/oauth/v3.htm.

3. Add the following OAuth Scopes:

   • Manage user data via APIs (api)

   • Access unique user identifiers (openid)

   • Perform requests at any time (refresh_token, offline_access)

4. Select Configure ID Token and set Token valid for to 720.

5. Deselect Require Proof Key for Code Exchange (PKCE) Extension for Supported Authentication Flows.

6. Scroll down and click Save.

   At this point Salesforce advises to allow from 2-10 minutes for your changes to take effect on the server before using the connected app.

7. Copy Consumer key to the Consumer Key connection setting.

8. Copy Consumer secret to the Consumer Client connection setting.

9. Provide your Salesforce Host. You can copy this from the location bar in your browser when accessing your Salesforce instance.

10. Scroll down and click Add.

Creating the connection

Mer information finns i Koppla till SaaS-program.

1. Ange de kopplingsegenskaper som krävs.

2. Ange ett namn på kopplingen i Kopplingsnamn.

3. Välj Öppna kopplingsmetadata för att definiera metadata för kopplingen när den har skapats.

4. Klicka på Skapa.