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Pentaho Documentation

Salesforce Input

The Salesforce Input step reads data directly from Salesforce using the Salesforce Web Service. 

You can also use the following PDI steps for various ways to modify your Salesforce database:

General

Enter the following information in the transformation step name field:

  • Step name: Specifies the unique name of the Salesforce Input transformation step on the canvas. You can customize the name or leave it as the default.

Options

The Salesforce Input step features several tabs with fields. Each tab is described below.

PDI_TransformStep_SalesForce_Input_SettingsTab.png

Settings tab

On the settings tab, you can configure connection and settings properties. You can test the connection and settings before proceeding.

Connection

In this panel, you can set the Salesforce webservice URL and credentials. 

Option Description

Salesforce Webservice URL

Specify the URL to the Salesforce Webservice.

The URL specified is dependent on the API version used by PDI: 

  • PDI 7.0 until 8.0 use API version 37.0.
  • PDI 8.1 and later versions use API version 41.0.
Username

Specify the user name for authenticating to Salesforce.

Password Specify the password for authenticating to Salesforce.  Enter your password followed by your security token. For example, if your password is 'password' and your security token is 'token', enter 'passwordtoken’ in this field. 

Test Connection

Click to verify the connection can be made to the specified Salesforce Webservice URL.

Settings

In this panel, you can set the module to query from as well as the query conditions.

Option Description

Specify query

Select this check box to manually execute a query based on your own SOQL statements. 

Module    

Select the module (table) from which you want to retrieve data.

This list will be populated upon successfully authenticating to Salesforce using the Test Connection button.

Query Condition

Enter any query filters you want to apply. Variables are allowed. For example, 'fieldname=myvalue AND fieldname2=myvalue2'.

You do not need to include WHERE in your condition statement.

Content tab

The content tab allows you to optionally include additional descriptive fields in the result set.

PDI_TransformStep_SalesForce_Input_ContentTab.png

Advanced

Use these options to further refine the data returned from the queries specified in the Settings tab. For example, you may want to only query deleted records within a specified date range. The Advanced panel includes the following fields:

Option Description

Retrieve

 Select which records you want to retrieve to further define your pool of data. You can select All, Updated, or Deleted.

Query all records

Select the check box to query all the records you are retrieving. Clear the check box to use the date fields (below) to define a range of records to query.

Start date Specify the starting date for retrieving the records in the date range. The format is 'yyyy-MM-dd HH:mm:ss'.

End date

Specify the end date for retrieving the records in the date range. The format is 'yyyy-MM-dd HH:mm:ss'.

Additional fields

This panel includes the following fields:

Option Description

Include URL in output? & URL fieldname

Select this check box, then enter the URL used to retrieve the data.

Include Module in output? & Module fieldname

Select this check box, then enter the name of the module from which the data was retrieved.

Include SQL in output? & SQL fieldname Select this check box, then enter the SQL used to generate the result set. 

Include timestamp in output? & Timestamp fieldname

Select this check box, then enter the timestamp for when the record was retrieved. 
Include Rownum in output? & Rownum fieldname  Select this check box, then enter the row number for each record retrieved. 
Include deletion date in output? & Deletion date fieldname

Select this check box, then enter the deletion date for when the record was removed. 

This set of fields is only enabled when the Advanced> Retrieve option is set to ‘Deleted’.

Other Fields

Enter information for the remaining fields on the Content tab.

Option Description

Time out 

Specify the timeout interval in milliseconds before the step times out. 

Use compression

Select to compress (.gzip) the data when connecting between PDI and Salesforce.

Limit 

Specify the maximum number of records to retrieve.  

When you set the limit to '0', there is no limit on the number of records that can be retrieved.

Fields tab

The fields tab displays the fields that are read from the Salesforce module selected on the Settings tab. You will need to go to the Fields tab and press the Get Fields button to populate the fields returned before you can preview the rows returned. 

PDI_TransformStep_SalesForce_Input_FieldsTab.png
 
The following are the properties display in the Fields tab:

Option Description

Name

The name of the input field.

Field

The name of the field that contains the record.

IsIdLookup? Specify if the field will be used as a fieldname ID (links to an External ID) when accessing the database to perform other calls, such as delete, insert, update, and upsert. Select ‘Y’(es) or ‘N’(o).
Type The data type of the field.
Format An optional mask for converting the format of the original field.
Length The length of the field depends on the following field types:
  • Number: Total number of significant figures in a number
  • String: Total length of string
  • Date: Length of printed output of the string (for example, four is a length for a year)
Precision Number of floating point digits for number-type fields.
Currency  Symbol used to represent currencies ($5,000.00 or €5.000,00 for example).
Decimal      A decimal point can be a "." or "," (5,000.00 or 5.000,00 for example).
Group     A grouping can be a "," or "." (5,000.00 or 5.000,00 for example).
Trim type The trimming method to apply to a string. Trimming only works when no field length is specified. 
Repeat      If the corresponding value in this row is empty, repeat the one from the last time it was not empty. Select ‘Y’(es) or ‘N’(o).