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- Unsupported SOQL: This configuration allows to use of a custom SOQL (Salesforce Object Query Language) syntaxto query and filter data. With SOQL, you can retrieve the data from a single object or multiple objects that are related to each other. You can pick specific columns and filter or sort the output with your own conditional statement. As a limitation, our data connector doesn’t support SOQL syntax such as count() FROM Object and select SELECT * from salesforceObject.
Bulk API limits. Bulk : Bulk API offers faster ingestion but also has a limitation of 10,000 batch allocations within a 24-hour period. If your target is large, your entire available batch allocation might be consumed, causing your job to fail eventually. If you try to use the Bulk API, and the result is the ingestion of all records, consider enabling the synchronous transfer only option and using REST API. The use of REST API avoids the batch allocation limitation but might be slower.
Connecting to Salesforce using the TD Console is quick and easy. Alternatively, you can create a Salesforce connection using the command line. The import integration supports credentials; you need a client ID and client secret to authenticate using credentials.
Allow TD to Access Salesforce using Salesforce
These instructions guide you to locate the client ID and client secret that is necessary to authenticate using credentials.
Navigate to Setup > Build > Create (Apps), and validate all your connected apps:
Create New Connection in TD Console
Open TD Console.
Navigate to Integrations Hub > Catalog and search for Salesforce.
Expand title To authenticate with Credentials
To authenticate with your credentials, enter your username (your email) and password, as well as your Client ID, Client Secret, and Security Token.
In the dialog box, enter login.salesforce.com as the login URL. Remove unnecessary letters from Login URL parameter.
Expand title To authenticate with OAuth
- Select Continue.
Give your connection a descriptive name and select Create Connection.
Validate Your Salesforce Connection
Search for the connection you created.
Select New Source.
Type a name for your Source in the Data Transfer field.
Edit the following parameters:
Name of the object you want to import
Include deleted records
Enables including deleted records
Use synchronous transfer only
Enables synchronous transfer using REST API
Imports only new data since the last import
Select Next. The Data Settings page opens.
You can edit the SOQL query, WHERE conditions and Schema settings here.
Optionally, skip this page of the dialog.