Salesforce

Salesforce is a leading cloud-based customer relationship management (CRM) platform that helps businesses manage their customer interactions, sales processes, marketing efforts, and customer service operations. It provides a suite of tools and features designed to streamline and optimize various aspects of customer relationship management.

Features

Feature nameSupported
Column HashingTrueField level
BlockingTrueField level
IncrementalTrue
Custom dataFalse
HistoryFalse
ReSyncTrueTable level
TemplatesTrue

Salesforce applies global rate limits across your account

  • This means that Salesforce imposes certain restrictions on how often you can make requests or perform certain actions on their platform for a specific account. This is usually done to prevent misuse or overuse of their services.
  • If you're using the Salesforce API for multiple purposes, you might encounter problems when trying to sync data with Weld as the global rate limits might have been reached.
  • When you reach 80% of your rate limit Weld will slow down all Salesforce syncs to avoid maxing out rate limits.

Prerequisites

To connect Salesforce to Weld, you need an active Salesforce account.

πŸ”§ Setup Guide - ELT

Step 1 - Begin Configuration

  1. In the connector setup form, enter the destination schema name of your choice.
  2. Click Authorize to allow Weld to access your Salesforce account using OAuth.

Step 2 - Approve and finalize

  1. Approve Weld to access your Salesforce account.
  2. When authorization is complete, you will be redirected back to the Weld connections overview. The configuration is complete.

Step 3 - Data To Sync

  1. Select the pre-built reports you wish to include in the sync.
    You can view the schema, remove columns or hash sensitive information.

Step 4 - Configure Sync

  1. Select how often you would like the data to sync.
  2. Provide a unique destination table name.

Weld will take over from here and commence syncing data from your Salesforce account.

πŸ“Š SQL Templates

Get started with Salesforce SQL Templates

Get inspiration on how to model your data, with our collection of foundational SQL templates we have battle-tested at Weld. All the templates work out of the gate with the Weld data integrations for Salesforce.

πŸ”§ Setup Guide - Reverse ETL

Salesforce reverse ETL allows you to sync data on a schedule from your Weld App automatically into Salesforce.

Step 1 - Authenticate

  1. Click on the Reverse ETL button in the side bar and click + New on the top right.
  2. Select the Salesforce connector from the drop down menu or or else click + Add new connection to authorize the connector:
    1. In the connector setup form, enter the destination schema name of your choice.
    2. Click Authorize to allow Weld to access your Salesforce account using OAuth.
    3. Approve Weld to access your Salesforce account.
    4. When authorization is complete, you will be redirected back to the Weld connections overview. The configuration is complete.

Step 2 - Begin Configuration

  1. Select your object from the drop down menu.

Step 3 - Model

  1. Choose the SQL model that contains the data that you would like to sync.

SQL Model tips for Salesforce rETL

Based on the Salesforce object you are syncing to there may be certain columns and Primary Keys required.

These requirements can be seen in the Mapping page of the setup of the sync.

Step 4 - Sync Operation

Choose how you would like to sync your data:

  • Update: Updates exisiting records;
  • Insert: Inserts new records;
  • Upsert: Inserts new and updates existing records.

Step 5 - Schedule

Choose how often you would like the sync to run. You can choose to have the sync running on an independent schedule or as part of an orchestration workflow.

Step 6 - Mapping

Primary key: Select the unique identifier fields to match your record between your source and destination (this is usually the email or ID).

Map the column from your data model to the property in Salesforce.

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