Salesforce Sources in Data Synchronization Tasks
You can use a single object, multiple related objects, or saved query in a Data Synchronization task.
You configure Salesforce source properties on the Source page of the Data Synchronization Task wizard.
The following table describes the Salesforce source properties:
Property | Description |
|---|
Connection | Name of the source connection. |
Source Type | Type of the source object. Select Single, Multiple, or Saved Query. |
Source Object | Name of the source object. |
Display technical names instead of labels | Displays technical names instead of business names. |
Display source fields in alphabetical order | Displays source fields in alphabetical order instead of the order returned by the source system. |
Include archived and deleted rows in the source | Includes archived and deleted rows in the source. By default, the agent returns active rows. |
You can add multiple objects that have an explicit relationship defined in Salesforce. For example, if you use the Opportunity object as a source, you can add the related Account as well. You can also add the Master Record object because it is related to the Account object.
Include Archived and Deleted Salesforce Data in a Task
When you use Salesforce sources in a task with the Salesforce standard API, you can fetch deleted and archived source data by selecting the Include archived and deleted rows in the source field.
When you select this option, the Data Synchronization task fetches deleted and archived Salesforce data from the source.
When you use the delete task operation or the Salesforce Bulk API, the Data Synchronization task ignores deleted and archived data.
Rules and Guidelines for Salesforce Sources
Consider the following rules and guidelines when you configure a Salesforce source:
- •A task with multiple Salesforce source objects and a flat file target fails if the agent cannot replicate all source objects when you run the task.
- •All objects must be available through the same source connection. All Salesforce objects in a multiple-object source must have a predefined relationship in Salesforce.
- •The Data Synchronization Task wizard removes a user-defined join when you change the source connection from database to flat file or Salesforce.
- •When you create a connection to a Salesforce source or target, the Informatica Cloud caches the connection metadata. If the connection metadata changes while you are creating the connection, you must log out and log back in to refresh the connection metadata.
- •A Data Synchronization task fails if the lookup field in a Salesforce object has the Text Area (Long) datatype.