Salesforce Connector

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Configuring multiple Salesforce objects as the source

You can configure multiple Salesforce objects as the source of a

synchronization

task.

On the

Source

page, select the Salesforce connection.

To create a connection, click

New

. To edit a connection, click

View

, and in the View Connection dialog box, click

Edit

Select

Multiple

The Source Objects table displays. The Action column lists the actions that you can perform on each row. The Source Object column shows each selected Salesforce source. The Relationship Path column shows the relationship between the source and the primary Salesforce source.

Click

Add

to add the primary Salesforce source.

In the

Select Source Object

dialog box, select the primary Salesforce source you want to use, and then click

The dialog box displays up to 200 objects. If the objects that you want to use do not display, enter a search string to reduce the number of objects that display.

For Salesforce, only Salesforce objects that can be queried appear in the Objects to Replicate area. If an object does not appear, contact the Salesforce administrator.

To add a source related to the primary source, highlight the primary source in the Source Objects table, and then click

Add

The

Add Related Objects

dialog box displays. The dialog box shows the available relationships that have not been associated with the selected source object. The

synchronization

Task Wizard selects the object based on the selected relationship.

Select a relationship type and click

The selected relationship path displays in the Source Objects table. To remove a source, click the

Remove

icon in Action column for the source.

To add additional related sources, select the source you want to use and click

. Then select another relationship type and click

To display technical names instead of business names for some connection types, select

Display technical field names instead of labels

To display source fields in alphabetical order, click

Display source fields in alphabetical order

By default, fields appear in the order returned by the source system.

If you want the

synchronization

task to read historical data in Salesforce sources, including archived and deleted rows, select

Include Archived and Deleted Rows in the Source

By default, the

synchronization

task reads only current source rows in selected Salesforce sources and ignores archived and deleted rows.

To preview source data, select the source in the Source Objects table. If preview data does not appear automatically, click

Show Data Preview

The Data Preview area shows the first ten rows of the first five columns in the source. It also displays the total number of columns in the source.

The Data Preview area does not display certain Unicode characters as expected. If the data contains binary data, the Data Preview area shows the following text: