Salesforce Sources in Data Synchronization Tasks
You can use a single object or multiple related objects 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 or Multiple. |
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.
Configuring Multiple Salesforce Objects as the Source
You can configure multiple Salesforce objects as the source of a Data Synchronization task.
1. On the Source page, select the Salesforce connection.
2. Select Multiple.
The Source Objects table displays. The Action column lists the actions that you can perform on each row. The Source Object column shows each selected Salesforce source. The Relationship Path column shows the relationship between the source and the primary Salesforce source.
3. Click Add to add the primary Salesforce source.
4. In the Select Source Object dialog box, select the primary Salesforce source you want to use, and then click OK.
The dialog box displays up to 200 objects. If the objects that you want to use do not display, enter a search string to reduce the number of objects that display.
Note: For Salesforce, only Salesforce objects that can be queried appear in the Objects to Replicate area. If an object does not appear, contact the Salesforce administrator.
5. To add a source related to the primary source, highlight the primary source in the Source Objects table, and then click Add.
The Add Related Objects dialog box displays. The dialog box shows the available relationships that have not been associated with the selected source object. The Data Synchronization Task Wizard selects the object based on the selected relationship.
6. Select a relationship type and click OK.
The selected relationship path displays in the Source Objects table. To remove a source, click the Remove icon in Action column for the source.
7. To add additional related sources, select the source you want to use and click OK. Then select another relationship type and click OK.
8. To display technical names instead of business names for some connection types, select Display technical field names instead of labels.
9. To display source fields in alphabetical order, click Display source fields in alphabetical order.
By default, fields appear in the order returned by the source system.
10. If you want the Data Synchronization task to read historical data in Salesforce sources, including archived and deleted rows, select Include Archived and Deleted Rows in the Source.
By default, the Data Synchronization task reads only current source rows in selected Salesforce sources and ignores archived and deleted rows.
11. To preview source data, select the source in the Source Objects table. If preview data does not appear automatically, click Show Data Preview.
The Data Preview area shows the first ten rows of the first five columns in the source. It also displays the total number of columns in the source.
The Data Preview area does not display certain Unicode characters as expected. If the data contains binary data, the Data Preview area shows the following text:
BINARY DATA
12. To preview all source columns in a file, select the source in the Source Objects table and click Preview All Columns.
The file shows the first ten rows of the source.
13. Click Next.
Include Archived and Deleted Salesforce Data in a Task
Data SynchronizationWhen 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. By default, the Data Synchronization task reads only current source rows in selected Salesforce sources and ignores archived and deleted rows.
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.