How to Create a Salesforce Bulk Data Source in SmartConnect

In this video, we’ll walk through how to create a Salesforce Bulk Data Source using a SOQL query.

You’ll learn how to navigate to the Bulk Query section, create a new Salesforce bulk query, and configure key settings such as the connection, organization, and base object. We’ll also cover how to validate your query, preview the returned data, and save the data source for use in your reports and integrations. If you'd like to view the documentation for this, click here.