Salesforce V2  

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。

• 如需有關 Lite 連接器的詳細資訊，請參閱 連接器分類。

• 根據您的使用情況，可能需要安裝 資料移動閘道 以從 SaaS 應用程式移動資料。如需詳細資訊，請參閱何時需要 資料移動閘道？。

功能快照

功能	支援詳細資訊
支援的 Qlik Talend Data Integration 專案	資料管道專案和複寫專案。
目標更新方法	登陸任務： 使用變更表格進行變更資料擷取 (CDC) 載入並比較 複寫任務： 完整載入 使用變更表格進行變更資料擷取 (CDC) 變更資料擷取 (CDC)。使用此方法，變更會直接套用至目標。 在資料湖中登陸資料任務： 使用變更表格進行變更資料擷取 (CDC) 載入
管理中繼資料	需要手動產生中繼資料。
結構描述演進	不支援
LOB 欄 (NCLOB、CLOB 和 BLOB) 複寫	由任務類型決定： 登陸任務：僅支援有限的 LOB 大小 複寫任務：支持無限 LOB
已排程 CDC	僅在存取沒有 Data Movement gateway 的資料來源時才需要。
通知	完整支援 設定變更進行時的通知
監控	完整支援 監控個別資料任務
自動解除 JSON 欄裝載的巢狀結構	完整支援

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

如需詳細資訊，請參閱連線到 SaaS 應用程式。

1. 填寫所需的連線屬性。

2. 在連線名稱中提供連線名稱。

3. 選取開啟連線中繼資料以在建立後定義連線的中繼資料。

4. 按一下建立。

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.