Salesforce
The Salesforce gem enables you to read data from Salesforce directly into your Prophecy pipelines. The gem supports both SOQL (Salesforce Object Query Language) for querying standard Salesforce objects and SAQL (Salesforce Analytics Query Language) for accessing analytical datasets. Note that Prophecy does not support Salesforce as a target destination.
Configuration tabs
When you create a new external Source gem, the gem dialog contains the following tabs.
- Type: Select the Salesforce table option.
- Source location: Choose the connection and define the location where you will read tables in Salesforce.
- Properties: Infer or manually specify the table schema, and optionally add properties that influence table behavior.
- Preview: Load a preview of the dataset reflecting your configurations.
The following sections provide a detailed reference for sources and targets.
Source configuration
Use these settings to configure a Salesforce Source gem for reading data.
Source location
| Parameter | Description |
|---|---|
| Format type | Table format for the source. For Salesforce tables, set to salesforce. |
| Select or create connection | Select or create a new Salesforce connection in the Prophecy fabric you will use. |
| Data Source | Specify the table you would like to read using a query. Use SOQL format to retrieve data from the Salesforce database. Use SAQL format to access CRM Analytics data. |