Salesforce Datasource

Salesforce is a cloud-based customer relationship management service and provides enterprise suite customer services, marketing automation, analytics, and application development services.

Salesforce brings companies and customers together. It's integrated CRM platform provides 360-degree accessibility to every department which includes marketing, sales, commerce. It’s basically a single shared view on the customers.

Sprinkle supports a wide range of data sources. On clicking the “+sign”, a list of data sources pops up. In this case, Salesforce is selected. A new Salesforce data source is named and created.

         

In the configurations tab, the user name, password and secret key are provided by the user before testing the connection and updating.

         

In Add Tables, the user is required to apply a table name and select a table type from the drop-down list before clicking on the create button.

         

In the Run and Schedule tab, the concurrency (number of tables that can run in parallel, a maximum of 7) can be set preferentially before running the job. The status of the job will be updated in the tab below once it’s complete. The jobs can also be set to run automatically by enabling autorun. By default, the frequency is set to every night. Frequency can be changed by clicking on More --> Autorun-->Change Frequency.