Salesforce Integration

In this article, we’ll integrate a Salesforce data source with Y42.

The Salesforce Platform connects the entire customer journey across Sales, Service, Marketing, Commerce, and every touchpoint. This integration uses Salesforce's API that provides a powerful, convenient, and simple Web services API for interacting with Lightning Platform.

Overview

Authentication: OAuth
Settings: Historical Date selection
Schema type: Fixed
Update Type: Full import
 

Authentication

OAuth doesn’t share password data but instead uses authorization tokens to prove an identity between you and the service provider. OAuth is an authentication protocol that allows you to approve one application interacting with another on your behalf without giving away your password. For instance, when you tell Facebook that it’s OK for another application or website to access your profile. To sum up, you only need to have an existing account to authorize the access.

 

Import Settings

By default, the historical date will be set to one year ago. Refer to your own data source to decide from which exact date you would want to retrieve data.

Note: To use our Salesforce integration, your Salesforce account must have API access enabled. We also highly recommend Bulk API access for faster integration connection.

 

Schema

You can find a list of tables supported in the API with a brief description fo each on the Salesforce API documentation.

 

Updating your data

For this source you can schedule full imports. Every time the source updates it will fully sync all your data. You have the option of scheduling updates by the month, weeks, days, and even by the hour.

 

Salesforce Setup Guide:

  1. On Integrate, click on "Add..." to search for Salesforce and select it.

  2. Name your integration.

  3. Verify your domain type (Sandbox or not) and click Authorize to log into your account.

  4. After authentication, you are good to go and start importing your tables.

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  5. Choose from which point onwards in time to import your data.

  6. Select the tables you need and click import. You can start accessing the tables once the status is “Ready”.

Note: You can always import and reimport other tables as well, or delete them.

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