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 - Destination

  1. Click on the Reverse ETL button in the side bar to navigate to the page.
  2. If this is your first reverse ETL sync the setup guide will automatically start. Otherwise click "Add Reverse ETL Sync" button to start the setup guide.
  3. Find the Salesforce connector from the list of destinations and choose an existing connection, if any, or click to create a new connection which you will need to authorize.
    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 - Target Details

The Salesforce connection does not have additional configuration - This will be skipped.

Step 3 - Map Data

  1. Select the source data model that you would like to sync to Salesforce. This can be a table or a view from your data warehouse.
  2. Select the destination object you would like to sync to. (Note: Some objects might require additional configuration that will be prompted during the setup process.)

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.

Sync Mode

Choose how you would like to sync your data:

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

Choose Identifier

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

Field Mapping

Configure the field mapping between your source and destination. Map the column from your source model to the property in Salesforce.

Step 4 - Schedule Sync

Decide how often you want your data to sync. Pick a frequency that matches your needs to keep your destination always up-to-date. You can choose to have the sync running on an independent schedule or as part of an orchestration workflow.

  • Independent: The sync will run on its own schedule, independent of other syncs.
  • Orchestration: The sync will be part of an orchestration workflow, allowing you to run it in conjunction with other tasks.

Step 5 - Finalise and Run

Click "Start Sync" to save your configuration and start the sync process.

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