Salesforce Extract

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With this extract type you can read data directly from Salesforce.com. A “Salesforce Connector License” and a “Connection to Salesforce” is required.

Salesforce uses the proprietary query language SOQL (Salesforce Object Query Language) for data retrieval. It has similarities to the SELECT commands of SQL (Structured Query Language) but it is not compatible to ANSI-SQL. The Salesforce extract generates the SOQL SELECT statement, combined with filtering statements. Additional options (e.g. ORDER BY) can be added to this SOQL statement in a generic way.

Main Settings
Connection A connection of type Salesforce
Salesforce Object Name of the standard or custom Salesforce objects (such as database table) containing the organization’s information, e.g. Account. The user must have read-level permission for that object.
Filter

Operators:

  • Equal: (=)
  • Not equal: (<>)
  • Less than: (<)
  • Less than or equal: (<=)
  • Greater than: (>)
  • Greater than or equal: (>=)
  • Like: in this case, the filter value is a pattern. The condition is true if the field data matches the pattern. You can use the following wildcard characters in the pattern: % for a sequence of any characters (including spaces) and _ for a single character. The Like operator performs a case-insensitive match. Example: appl%
  • IN: the filter value is a list of values. The condition is true if the value equals any one of the specified values. Example: ‘California’, ‘New York’
  • Not IN: The filter value is a list of values. The condition is true if the value does not equal any one of the specified values.
Export data fields Specifies a list of one or more fields that should be retrieved from the specified object. An alias name of the field and a default value in case of empty or null values can be optionally assigned.
Advanced Settings
Logical filter expression

With this parameter, a Boolean condition can be applied for if several filter conditions have been defined. Valid symbols are: [0-9] ( ) AND OR NOT

Examples:

  • (1 AND 2) OR 3: Retrieves records that match both the first two filter rows or the third.
  • 1 AND (2 OR 3): Retrieves records that match both the first filter row and one of the last two.

If no logical filter expression is defined, an AND filter is applied, i.e. 1 AND 2 AND … AND n.

Query attachment

An optional part of a SOQL query with additional options that are appended to the generated SOQL statement.

Example:

ORDER BY Firstname NULLS LAST

Use caching Memory, disk, or none (default). See Caching in Extracts for more information.
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