Salesforce

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

• 有关连接 SaaS 应用程序的更多信息，请参阅连接到 SaaS 应用程序。

• 必须安装 数据移动网关 才能移动 SaaS 应用程序中的数据。有关更多信息，请参阅Qlik 数据网关 - 数据移动。

This video provides an introduction to connecting to Salesforce.

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.

支持的更新方法

有关更多信息，请参阅更改处理。

登陆任务：

• 更改数据捕获 (CDC)

• 重新加载并比较

复制任务：

• 使用变更表更改数据捕获 (CDC)

• 满负载

在数据湖任务中登陆数据：

• 更改数据捕获 (CDC)

• 重新加载

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 a client ID and a client 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 Client ID connection setting.

8. Copy Consumer secret to the Client Secret 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

1. 填写完所需的连接设置后，单击身份验证。

   您可能会被要求登录源应用程序。

   将显示一个带有身份验证代码的窗口。

2. 将代码复制到剪贴板，然后返回到连接对话框。

3. 粘贴使用源提供的代码完成身份验证中的代码，然后单击验证。

   提示注释您可能需要向下滚动才能查看此字段。

   当状态为已验证时，身份验证即被验证。

4. 在连接名称中提供连接的名称。

5. 选择打开连接元数据以定义创建连接时的元数据。