Salesforce

Salesforce provides automated access to the Salesforce API

• Prerequisites
• Scheduling
• Salesforce Table
  • Parameters
  • Sample Switchboard Script
• Salesforce UI Reporting
  • Parameters
  • Sample Switchboard Script

Prerequisites

You will need to create a Salesforce Key which will require either OAuth credentials or a username and password.

Scheduling

The Salesforce connector can be scheduled to ingest data once per day at a user-defined hour and timezone.

By default, the connector will run once at 6am PT.

See Daily Scheduling for more information.

Using Switchboard Static IP

If necessary due to IT or security policy, this connector can be configured to route traffic through one of Switchboard’s static IP addresses. To do so, include the parameter static_ip: true; in the Switchboard Script import statement.

Salesforce Table

This report pulls data from a specific Salesforce table.

Parameters

table strings

required

The name of the table in Salesforce from which to pull data

ignore_nullable Boolean

optional

If “true”, the connector will ignore the non-nullable requirement from Salesforce, and mark ALL fields nullable in the live schema. This flag signals to the API connector that Switchboard should ignore the nullable/non-nullable requirements that Salesforce sends over in order to work around errors that result from customers changing their Salesforce field requirements (i.e. “nullable” fields become mandatory and therefore “non-nullable”).

Sample Switchboard Script

download t from {
                type: "salesforce:table";
                key: "salesforce_key";
                table: "Table";                
                ignore_nullable: true;
            } using { * };

Salesforce UI Reporting

Returns data for the same number of records that are available when the report is run in the Salesforce user interface.

Parameters

report_id strings

required

The identifier of the report for which data is pulled.

Sample Switchboard Script

download t from {
    type: "salesforce:ui_reporting";
    key: "salesforce_key";
    report_id: "XXXXXXXXXXX";        // Required - String
   } using { * };