Salesforce started as a CRM and now has marketing and customer service solutions. The integration of Salesforce data for your Data Warehouse or Data Lake created by Kondado allows you to have access to all components of the platform, even the custom fields and objects in your analytical cloud.
Adding the data source
To automate Salesforce Sales Cloud and Service Cloud ETL with Kondado, follow the steps below:
1) Log in to your Salesforce account and in the upper right panel, click on your company logo and then on “Settings";
2) On the settings page, look for “Reset my security key” and on the reset page, click on “Reset my security key”;
3) You will receive your new token by email. Copy it as it will be used later to add the data source on the Kondado platform;
5) Name your data source, fill in the e-mail and password of the user used to generate the token and, in “Security Token” use the token generated in step (3);
Now you can save the data source and start replicating your Salesforce Service Cloud or Sales Cloud objects into your Data Warehouse or Data Lake!
Pipelines
Relationship chart
Object
1. With our integration, you can replicate standard and custom objects
1.1 Only objects that the user who created the data source has access to will be available, as well as objects that exist in the organization
2. You can create an incremental integration using, for example, the LastModifiedDate column, however deleted records will not be synchronized
The created table will have a format similar to the one below:
| Field | Type | |
|---|---|---|
| id | text | |
| col_x | text | |
| col_y | text | |
| col_z | text |
Add Salesforce as a Data Source on Kondado
Follow these steps to connect your Salesforce Sales Cloud or Service Cloud data to your Data Warehouse or Data Lake through Kondado.
Generate your Salesforce security token
Log in to Salesforce, click your company logo in the upper right, go to "Settings", find "Reset my security key", and click to reset it. You'll receive the new token by email—copy it for later use.
Start adding the source on Kondado
On the Kondado platform, navigate to the add new sources page and select the Salesforce data source to begin the connection setup.
Configure credentials and token
Name your data source, enter the email and password of the Salesforce user who generated the token, and paste the security token from step 1 into the "Security Token" field.
Save and start replicating data
Save the data source to begin replicating your Salesforce objects. You can then use data integration features to sync standard and custom objects to your Data Warehouse or Data Lake, with optional incremental sync using columns like LastModifiedDate.
