Salesforce Connector Setup

Version 22.0.8423


Salesforce Connector Setup


The Salesforce connector allows you to integrate Salesforce into your data flow by pushing or pulling data from Salesforce. Follow the steps below to connect CData Arc to Salesforce.

Establish a Connection

To allow Arc to use data from Salesforce, you must first establish a connection to Salesforce. There are two ways to establish this connection:

  • Add a Salesforce connector to your flow. Then, in the settings pane, click Create next to the Connection drop-down list.
  • Open the Arc Settings page, then open the Connections tab. Click Add, select Salesforce, and click Next.

Note:

  • The login process is only required the first time the connection is created.
  • Connections to Salesforce can be re-used across multiple Salesforce connectors.

Enter Connection Settings

After opening a new connection dialogue, follow these steps:

  1. Enter a name for the connection.

  2. Click Connect.

  3. A new window opens for logging into Salesforce. Enter your credentials and log in.

  4. If prompted, grant permissions for Arc to connect to Salesforce. You will then return to Arc.

  5. Click Add Connection to finalize the connection.

  6. In the Connection drop-down list of the connector configuration pane, select the newly-created connection.

  7. Click Save Changes.

Select an Action

After establishing a connection to Salesforce, you must choose the action that the Salesforce connector will perform. The table below outlines each action and where it belongs in an Arc flow.

Action Description Position in Flow
Upsert Inserts or updates Salesforce data. By default, if a record already exists in Salesforce, an update is performed on the existing data in Salesforce using the values provided from the input. End
Lookup Retrieves a value from Salesforce and inserts that value into an already-existing Arc message in the flow.
The Lookup Query determines what value the connector will retrieve from Salesforce. It should be formatted as a SQL query against the Salesforce tables.
Middle
Select Retrieves data from Salesforce and brings it into Arc.
You can use the Filter panel to add filters to the Select. These filters function similarly to WHERE clauses in SQL.
Beginning
Execute Stored Procedures Treats data coming into the connector as input for a stored procedure, and then passes the result down the flow.
You can click the Show Sample Data button to provide sample inputs to the selected Stored Procedure and preview the results.
Middle
Upload Uploads documents from the flow into Salesforce. End
Download Downloads documents from Salesforce and passes them down the flow. Beginning