eOne Solutions

SmartConnect 2018

Salesforce Query Data Source

A Salesforce query data source may be used pull data from Salesforce for use in SmartConnect integrations.


To create Salesforce query data source:

1.Select create or select the Maps Quick Link and double click on the map to be edited.
2.If creating a new map enter the map id and description.
3.Select the data source area of the map setup window.
4.Select Bulk Data Load as the data source type.
5.Select Salesforce Query as the data source.
6.If prompted enter Salesforce login details and select OK.
7.Select the Edit SOQL button if the user has appropriate access, and wishes to manually enter the SOQL query.
8.If query builder is to be used to create the query select the Modify button.
9.If required change the Preview Rows count to the number of rows of data that should be returned when a user selects preview for this data source.
10.To preview the columns and the first x rows of data that would be returned by this data source select the Preview button on the toolbar.
11.To validate the query select the Validate button.
12.Select OK to save the data source.




More information on SOQL and SOQL formats can be found here.