You can use the Salesforce catalog source to extract metadata from a Salesforce source system.
Salesforce is a a cloud-based platform that integrates CRM, Data 360, Flows, and Agentforce for customer service, analytics, and automation.
Extracted metadata
You can extract specific metadata from a Salesforce source system with a Salesforce catalog source.
Metadata Command Center extracts metadata of the following objects from a Salesforce CRM application:
•Organization
- List View
▪ List View Column
- Trigger
- Salesforce Object
▪ Field
Note:
If there is a duplicate global list view that is not associated with a specific object in the source system, then only one global list view is extracted.
Metadata Command Center extracts metadata of the following objects from a Salesforce Data 360 application:
•Organization
- Data Space
▪ Calculated Insight
▪ Dimension
▪ Measure
▪ Data Mapping
▪ Data Mapping Calculation
▪ Data Model Object
▪ Data Model Object Field
▪ Data Model Relationship
▪ Data Model Relationship Object
▪ Data Model Relationship Field
▪ Filtered Data Lake Object
▪ Filtered Data Lake Object Field
▪ Identity Resolution
▪ Match and Reconciliation
▪ Match and Reconciliation Calculation
▪ Activation
▪ Activation Attribute
▪ Campaign Attribute
▪ Contact Point
▪ Contact Point Field
▪ Activation Audience Calculation
▪ Data Action
▪ Data Action Attribute
▪ Data Graph
▪ Data Graph Object
▪ Data Graph Object Field
▪ Data Graph Calculation
▪ Segment
▪ Segment Field
▪ Segment Membership Calculation
▪ Semantic Model
▪ Semantic Data Object
▪ Semantic Dimension
▪ Semantic Measurement
▪ Semantic Logical View
▪ Semantic Data Object
▪ Semantic Relationship
▪ Semantic Dimension
▪ Semantic Measurement
▪ Semantic Parameter
▪ Semantic Relationship
▪ Semantic Relationship Object
▪ Semantic Relationship Criterion
▪ Semantic Relationship Field
▪ Semantic Metric
▪ Semantic Dimension Hierarchy
▪ Semantic Dimension Level
▪ Semantic Calculated Dimension
▪ Semantic Calculated Measure
- Data Lake Object
▪ Data Lake Object Field
- Data Stream
▪ Data Stream Calculation
- Data Transform
▪ Data Transform Definition
▪ Data Transform Calculation
- Activation Target
Note:
Metadata Command Center extracts metadata of the following activation target types:
▪ Data Cloud
▪ Loyalty Data Cloud
▪ Marketing Cloud Engagement
▪ Amazon S3
- Data Action Target
Metadata Command Center extracts metadata of the following objects from a Salesforce Flows application:
•Organization
- Flow
▪ Autolaunched Flow (No Trigger)
▪ Data 360-Triggered Flow
▪ Record-Triggered Flow
▪ Schedule-Triggered Flow
Note:
You can only extract metadata of the unmanaged flows.
Metadata Command Center extracts metadata of the following objects from a Salesforce Agentforce platform:
•Organization
- Agent
▪ Subagent
▪ Action
▪ Input
▪ Output
Data profiling for Salesforce objects
Configure data profiling to run profiles on the metadata extracted from a Salesforce source system. You can view the profiling statistics in Data Governance and Catalog.
You can run data profiles on metadata extracted from the following Salesforce CRM objects:
•Organization
- Salesforce Object
You can run data profiles on metadata extracted from the following Salesforce Data 360 objects:
•Organization
- Data Lake Object from the default data space
- Data Space
▪ Calculated Insight created with Visual Builder or by SQL authoring
▪ Data Model Object mapped and used within a Salesforce Data 360 application
Note:
When you run data profiles on unmapped Data Model Object fields, the results display empty values.
The data profiling task runs profiles on the following data types from Salesforce CRM applications:
•ANY TYPE
•BOOLEAN
•COMPLEX VALUE
•CURRENCY
•DATE
•DATETIME
•DOUBLE
•EMAIL
•ID
•INT
•JSON
•LONG
•MULTI PICK LIST
•PERCENT
•PHONE
•PICKLIST
•REFERENCE
•STRING
•TEXT AREA
•URL
The data profiling task runs profiles on the following data types from Salesforce Data 360 applications:
•BOOLEAN
•DATE
•DATETIME
•EMAIL
•NUMBER
•CURRENCY
•PERCENT
•PHONE
•TEXT
•URL
Compatible connectors
Before you configure a Salesforce catalog source, you must connect to the Salesforce source system.
Use the Salesforce connector to connect to the Salesforce source system.
To run data profiling and data quality jobs on objects extracted from a Salesforce Data 360 application, use the Salesforce Data 360 connector.
Note:
The Salesforce Data 360 application integrates data through connectors. You can use the application with the ingestion API connector.
For information about configuring a connection, see Connections.