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Creating a Salesforce Bulk Data Source

Creating a Salesforce Bulk Data Source

  1. Navigate to Data Sources > Bulk Sources > Query.
  2. On the Query Data Sources page click Create Bulk Query button.
  3. Select Salesforce Query.
  4. Name – Friendly name for the query.
  5. Connection – Salesforce connection to be used.
  6. Organization – Organization from Salesforce connector to be used.
  7. Click Validate to load list of Salesforce Objects.
  8. Base Object – Base object of query.
  9. Query (SOQL) – Enter full SOQL query.
  1. Preview – To view the data that will be returned.
  2. Click Save to close the window.

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