Salesforce Objects

This section explains how to connect to Salesforce Objects. Before creating a Function, ensure you have already created the corresponding System within a System Line.

Connect to a Salesforce Object

In order to connect to a Salesforce Object, create a new Function in the menu 'Virtual Datasets' and directly assign it to a Category.

Next, select the relevant Technical Handler 'Generic'.

All other configuration (e.g. a descriptive Short Name and Description) has to be made as usual.

For the Technical Parameters, please specify the following options. The options in BOLD are REQUIRED:

• FIELD_SELECTION: Fields to be selected for the output. If empty or '*', all fields will be selected.
• OBJECT_NAME: Name of the object to be extracted, e.g. Account

The 'FIELD_SELECTION' can also be used for aggregation as given in the following example:

Example: CustomerName;Country;SUM(TotalRevenue)

List the columns you want to aggregate, separated by semicolons, and write the column you want to aggregate in a SUM() function. Grouping is done automatically based on all non-aggregated columns (in this example: CustomerName & Country).

Parameter

• FIELD_VALUE: Value to be used for filtering.
  • Cardinality: Single Value or List
  • Data Type: all, but Date or Time
  • Additional Properties:
    • FIELD_NAME: Name of the field to be filtered on. If empty, the name of the parameter will be used.