Salesforce

Salesforce.com, Inc. is an American cloud-based software company head quartered in San Francisco, California. It provides customer relationship management service and also provides a complementary suite of enterprise applications focused on customer service, marketing automation, analytics, and application development.

Authentication Connection

The Authentication connection configuration is simple as it only contains three parts.

  • Username: User id for the account you're accessing from. This is usually in the form of an email address, but could vary.

    • Example: me@mydomain.com

  • Password: Your password is a combination of your normal password and the security token for your account. If you have not created a security token, follow the steps here. The format of your password should be (user password)(token). So if your password is 1234 and my token is hjdu2983, you will enter 1234hjdu2983 into the password field.

    • Example: 1234hjdu2983

  • Server URL: This is the url that points to your instance of Salesforce.

    • Example: https://nt89.salesforce.com

Discovery Connector

The Salesforce Discovery Connector allows a user to connect to their Salesforce domain and extract information about available data types and metadata. More info

Discovery Configuration

  • Name: Give your connector a name.

  • Authentication Connector: Select your Salesforce Authentication Connector

  • Ignore Types: (Optional) A comma delimited list of types to ignore.

Integration Connection

The Salesforce Integration Connection allows you to retrieve information and documents using SOQL, Salesforce's object query language.

Note:  3Sixty currently supports version 61.0 of the Salesforce SOAP API.

Salesforce Integration Connection Configuration

  • Connection Name: This is a unique name given to the connector instance upon creation.

  • Description: A description of the connector to help identify it better.

  • Authentication Connector: Your Salesforce Auth Connector

Job Configuration

Salesforce Repository

  • Default Name Field : This field will be used to extract the document name from the columns of data. It should be formatted {type}.{field}.

    • Example : Account.Name when selection FROM Account

    • Example : ContentVersions.Title when selecting from ContentVersions

  • SOQL Query : The query to run against Salesforce. All fields that you intend to extract or map should be included in this query.

    • Example : SELECT AccountNumber,BillingCity,CreatedById,CreatedDate,Id,LastModifiedDate,Name,OwnerId FROM Account

    • Test your query using the Salesforce Workbench tool.

    • See Salesforce documentation on SOQL

Salesforce Output

Note:  INFO
Salesforce output is not currently supported.

Note:  QUERY BY ACCOUNT
If querying the account table with Get File Content checked in the job details tab, 3Sixty will atempt to retrieve all Attachment which reference the Account as a parent.

Caution:  *The ID for the object is required and must be included in the query.

Note:  CONTENT
Currently, this connector can only retrieve Attachments and ContentVersions. In order to retrieve Content Versions you must query them directly. Here's an example query that will retrieve the standard 3Sixty metadata:

Select Id,ContentDocumentId,ContentUrl,Description,FileType,PathOnClient,Title,ContentModifiedById,ContentModifiedDate,CreatedDate,ContentSize from ContentVersion

Content Services Connection

This section covers the Salesforce specific configuration of the Content Service Connector. For a description of how to set up a content services connector generically see Content Service Connectors.

The only configuration required for this connector is the Salesforce Authentication Connector.

Supported Methods

  • Create File

  • Create Folder

  • Create Version

  • Delete Folder

  • Delete Object By Id

  • Get File Content

  • Get Object Id By Path

  • Get Object Properties

  • Get Type

  • Get Type Definition

  • Get Version Content

  • Get Version Properties

  • List Versions

API Keys

Salesforce Connector: Read=true: Write=false: MIP=false

Repo (Read) Specs

Certain SQL operations such as joins are not permitted. See Salesforce's SOQL documentation for further details.

Key

Description

Data Type

defaultNameField

Field to use as file name. Use a selected field from your query (Ex. Account.AccountNumber)

String

soqlQuery

SOQL Query

String