¶ Description
Download data from Salesforce
¶ Parameters
¶ Standard Tab
Parameters:
- Connection
- URL
Consumer Key - Consumer Secret
- Refresh Token
- Launch refresh token retrieval procedure
- Optional: extra parameters for cURL
- Number of retries on connection error
- URL
- Table
- Fields
- LIMIT
- WHERE
¶ About
To use this action, you’ll need to get several parameters from Salesforce:
- your “URL”
- your “Consumer Key”
- your “Consumer Secret”
Once you have completed the “setup process” , you can use the parameters to select the data to extract from your Salesforce system.
The parameter P3 is a number that defines how many rows of data will be downloaded from Salesforce (this is mostly useful only for testing, the first time that you connect to Salesforce).
The parameter P4 is the WHERE Clause of the SOQL statement. For more details about SOQL statements, see here:
If the parameter P4 is left empty, ETL downloads all the records (i.e. there is no filter).
¶ Salesforce Download/Upload: First time setup
Before downloading data from Salesforce or before uploading data to Salesforce, you need to create a new Salesforce application. Here are the steps:
- Open the URL https://login.salesforce.com/?locale=eu and log-in into your Salesforce account:
IMPORTANT: For the “Callback URL” parameter, you must use (this is case sensitive): https://timi.eu/oauth/SFgetNewToken.php. If you miss this step, you’ll get later this error “redirect url must match”.
- Continue to fill-in the required fields inside the “New Connected App” configuration page:
For the parameter “Selected OAuth Scopes”, you must select at least these 3 scopes:
o Access and Manage your data (api)
o Full access (full)
o Perform requests on your behalf at any time (refresh token, offline access)
- Click the “Save” button (at the bottom or at the top of the page):
- You should now see this summary screen:
10. Open ETL. The parameters P5, P6, P7 should now be filled-in:
If you don’t see “Success” in your browser, it most certainly means that your parameter P5 (i.e. the “URL”) is wrong: Please refer to the step 3 to get the correct parameter P5.
¶ Troubleshooting the Salesforce connection
If you cannot see the Salesforce login page at step 10 of the previous section, it usually means that you need to follow this procedure:
- Open the “Manage Connected Apps” page for your new Application:
4. Click the “save” button at the end of the page.
If you see inside the ETL log window the following error message “The REST API is not enabled for this Organization. Code: API_DISABLED_FOR_ORG” this usually means that you are still using the TRIAL version of Salesforce. You need the paid version of Salesforce to be able to use the Saleforces action inside ETL. If you are using the paid version of Salesforce and you still get this error message, then you’ll need to enable the “REST API” for your organization: Here is the procedure:
- Open the page to edit the “System Administrator” profile:
- The page to edit the “System Administrator” profile contains many sections:
- Profile Detail
- Console Settings
- Page Layouts
- Field-Level Security
- Custom App Settings
- Connected App Access
- Tab Settings
- Record Type Settings
- Administrative Permissions
- General User Permissions
- Standard Object Permissions
- Desktop Integration Clients
- Session Settings
- Password Policies
- If the “API Enabled” option is unchecked, click the “Edit” button at the top of the page, change “API Enabled” option (i.e. enable it) and click the “Save” button.