Salesforce V2  

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。

• 有关 Lite 连接器的更多信息，请参阅 连接器分类。

• 根据您的用例，您可能需要安装 数据移动网关 才能从 SaaS 应用程序中移动数据。有关更多信息，请参阅什么时候需要 数据移动网关？。

特性快照

特性/功能	支持详情
支持的 Qlik Talend Data Integration 项目	数据管道项目和 Replication 项目。
目标更新方法	登陆任务： 使用变更表更改数据捕获 (CDC) 重新加载并比较 复制任务： 满负载 使用变更表更改数据捕获 (CDC) 更改数据捕获 (CDC)。使用此方法，更改直接应用于目标。 在数据湖任务中登陆数据： 使用变更表更改数据捕获 (CDC) 重新加载
管理元数据	需要手动生成元数据。
模式演变	不支持
复制 LOB 列（NCLOB、CLOB 和 BLOB）	由任务类型决定： 登陆任务：仅支持有限的 LOB 大小 复制任务：支持不受限 LOB
已计划 CDC	仅在访问不带 Data Movement gateway 的数据源时需要。
通知	完全受支持 设置操作更改通知
监视	完全受支持 监视单个数据任务
JSON 列有效载荷的自动解密	完全受支持

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

有关更多信息，请参阅连接到 SaaS 应用程序。

1. 填写所需的连接属性。

2. 在连接名称中提供连接的名称。

3. 选择打开连接元数据以定义创建连接时的元数据。

4. 单击创建。

Limitations and considerations

• Denormalized output and naming: Salesforce tables are retrieved in a denormalized format. As a result, table and column names in the output might be normalized and might not exactly match the names in the Salesforce source, including letter case and naming style.

  Example: A Salesforce field returned as ParentID might appear as parent_id in Qlik Talend Cloud.