Salesforce

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

• 如需更多關於連線至 SaaS 應用程式的資訊，請參閱 連線到 SaaS 應用程式。

• 必須安裝 資料移動閘道 以從 SaaS 應用程式移動資料。如需詳細資訊，請參閱Qlik 資料閘道 - 資料移動。

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.

支援的更新方法

如需詳細資訊，請參閱變更處理。

登陸任務：

• 變更資料擷取 (CDC)

• 載入並比較

複寫任務：

• 使用變更表格進行變更資料擷取 (CDC)

• 完整載入

在資料湖中登陸資料任務：

• 變更資料擷取 (CDC)

• 載入

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. 在您填入所需的連線設定時按一下驗證。

   可能會要求您登入來源應用程式。

   會顯示一個視窗，其中有驗證代碼。

2. 將代碼複製到剪貼簿並返回連線對話方塊。

3. 在使用來源提供的代碼完成驗證中貼上代碼並按一下驗證。

   提示備註您可能需要向下捲動以查看此欄位。

   若狀態是已驗證，代表已進行了驗證。

4. 在連線名稱中提供連線名稱。

5. 選取開啟連線中繼資料以在建立後定義連線的中繼資料。