Introduction to Salesforce Connector

Salesforce is a cloud-based Customer Relationship Management (CRM) solution for sales teams to manage contacts and sales activities. You can use Salesforce to store and manage contacts and data of the sales activities for your organization.

You can use Salesforce connections in any Data Integration task. You can create a connection to any type of Salesforce account. You can create connections to the following Salesforce editions:

Salesforce sources and targets represent objects in the Salesforce object model. Salesforce objects are tables that correspond to tabs and other user interface elements on the Salesforce website. For example, the Account object contains the information that appears in fields on the Salesforce Account tab. Salesforce Connector supports big objects for source and target transformations. Big objects are not supported for lookup and filter transformations.

Use a Salesforce connection in mappings, synchronization tasks, and mapping tasks. You can switch the mapping to advanced mode to include transformations and functions that enable advanced functionality.

You can create an OAuth type connection to allow access to Salesforce.com through its API. OAuth is a standard protocol that allows for secure API authorization. One of the benefits of OAuth is that users do not need to disclose their Salesforce credentials and the Salesforce administrator can revoke the consumer's access at any time.