We are working hard to make updates to the Shop and Account Management portal.

Please note that many of these changes will roll out this Saturday, June 1st and will require downtime. We are working to ensure minimal disruption for our eOne community and really appreciate your patience as we push out these changes. Please reach out to sales@eonesolutions.com with any questions.

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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