PowerExchange for Salesforce User Guide

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Importing a Salesforce Data Object

Import a Salesforce data object to read data from a Salesforce object.

Select a project or folder in the Object Explorer view.

Click

File

New

Data Object

Select

Salesforce Data Object

and click

The

New Salesforce Data Object

dialog box appears.

Enter a name for the data object.

Click

Browse

next to the

Location

option and select the target project or folder.

Click

Browse

next to the

Connection

option and select the Salesforce connection from which you want to import the Salesforce object.

To add an object, click

Add

next to the

Selected Resource(s)

option.

The

Add Resource

dialog box appears.

Select a Salesforce object. You can search for it or navigate to it.

Navigate to the Salesforce object that you want to import and click

To search for the Salesforce object, enter the name of the Salesforce object you want to add. Click OK
.

If required, add additional objects to the Salesforce data object.

You can also add objects to a Salesforce data object after you create it.

Click

Finish

The data object appears under Physical Data Objects in the project or folder in the Object Explorer view.