Skip to main content

Setup Salesforce source

Updated

Queries any queryable Salesforce object via a custom SOQL query, using your Salesforce username and password.

Setup at a glance

  1. 01SalesforceAcquire credentials
  2. 02KleeneComplete Setup
  3. Connected
  • Connector type API
  • Auth method Username & password

Before you start

  • The names of the objects and fields you want to query

Connect Salesforce to Kleene

  1. Get your Salesforce credentials

    1. You only need your Salesforce username and password — there is no app or key to create.
    2. Work out which objects and fields you want to return. You can find what's available using the Salesforce Bulk API endpoints listed here.

    If you are unsure of the exact fields you are looking to return, please contact your Kleene customer success manager for support.

  2. Add the source in Kleene

    1. In the Kleene app, go to Add a source.
    2. Scroll down or search for Salesforce.
    3. Click Connect to open the credentials panel.

  3. Enter your credentials and connect

    • Username
    • Password

    The new source now appears on the Sources screen.

Before you extract — Salesforce limits and report notes

This guide covers source setup only. When you move on to creating extracts, these are the connector-specific things to know.

Connector capabilities

Backfill Yes — all-time
Incremental Yes — supported by using a WHERE clause
API reliability Reliable API

Available reports

One report — custom report — driven entirely by the SOQL query you supply. See the full Salesforce report list on docs.kleene.ai for every report with its incremental and primary keys.

Extract notes

  • There is one report for Salesforce, called custom report. It takes a custom SOQL query, allowing you to query any queryable Salesforce object.
  • To test your Salesforce connector, use this query: SELECT Id FROM Account
  • Salesforce does not support the use of * as a wildcard, so you have to know which fields you are looking to return.
  • For incremental queries using WHERE clauses (including date-based filtering), refer to the Salesforce Date Formats documentation.

Limits and gotchas

Unsupported queries in Bulk API 2.0

Bulk API 2.0 doesn't support SOQL queries that include: GROUP BY, OFFSET or TYPEOF clauses; aggregate functions such as COUNT(); date functions in GROUP BY clauses (date functions in WHERE clauses are supported); compound address fields or compound geolocation fields (query the individual components of compound fields instead); or parent-to-child relationship queries (child-to-parent relationship queries are supported).

Vendor reference: Salesforce Bulk API docs

Related to

Powered by Zendesk