https://www.etl-tools.com/wiki/tags/salesforce/Recent content in SalesForce on ETL-WIKIHugoenCopyright © 2008-2026 ETL-tools.com. All Rights Reserved.Wed, 02 Apr 2025 00:00:00 +0000https://www.etl-tools.com/wiki/advanced-etl-processor/transforming-data/reader-sources/salesforce/Wed, 02 Apr 2025 00:00:00 +0000https://www.etl-tools.com/wiki/advanced-etl-processor/transforming-data/reader-sources/salesforce/<h2 id="about-salesforce">About Salesforce</h2> <p><strong>Salesforce</strong> is a cloud-based customer relationship management (CRM) platform that helps businesses manage sales, customer service, marketing, and more. It offers tools for tracking customer interactions, automating workflows, and analyzing data. Salesforce is widely used for improving customer engagement and business efficiency.</p>https://www.etl-tools.com/wiki/knowledgebase/connections/connecting-to-salesforce/Wed, 15 Jan 2025 00:00:00 +0000https://www.etl-tools.com/wiki/knowledgebase/connections/connecting-to-salesforce/<h2 id="getting-consumer-key-and-consumer-secret">Getting Consumer Key and Consumer Secret</h2> <ul> <li>Login to SalesForce</li> <li>App Setup</li> <li>Apps</li> <li>Create and select</li> <li>Click on the previously created application or create a new one</li> </ul> <p> <div class=" "> <img class="img-fluid mx-auto d-block" srcset="https://www.etl-tools.com/wiki/images/knowledgebase/salesforce0_hu_c89fd233432b93ea.webp 1400w, https://www.etl-tools.com/wiki/images/knowledgebase/salesforce0_hu_e11d3ed6837a2e37.webp 1200w, https://www.etl-tools.com/wiki/images/knowledgebase/salesforce0_hu_704ddfbb1ffa6d07.webp 992w, https://www.etl-tools.com/wiki/images/knowledgebase/salesforce0_hu_503de0842460beb5.webp 768w, https://www.etl-tools.com/wiki/images/knowledgebase/salesforce0_hu_da8297da175fe4d3.webp 576w" sizes="100vw" src="https://www.etl-tools.com/wiki/images/knowledgebase/salesforce0_hu_6242297d74ede8b8.jpg" width="696" height="316" loading="lazy" decoding="async" alt="SalesForce"> </div> <br> <div class=" "> <img class="img-fluid mx-auto d-block" srcset="https://www.etl-tools.com/wiki/images/knowledgebase/salesforce1_hu_9967fe5876d0dfc6.webp 1400w, https://www.etl-tools.com/wiki/images/knowledgebase/salesforce1_hu_464b2108bea5c9ed.webp 1200w, https://www.etl-tools.com/wiki/images/knowledgebase/salesforce1_hu_2d48c6b59b743bae.webp 992w, https://www.etl-tools.com/wiki/images/knowledgebase/salesforce1_hu_ed93f89c9cb20ea2.webp 768w, https://www.etl-tools.com/wiki/images/knowledgebase/salesforce1_hu_e31094f08596980e.webp 576w" sizes="100vw" src="https://www.etl-tools.com/wiki/images/knowledgebase/salesforce1_hu_d0f0dd7a44efd6cb.jpg" width="1322" height="274" loading="lazy" decoding="async" alt="SalesForce"> </div></p>https://www.etl-tools.com/wiki/knowledgebase/tips/salesforce-bulk-api/Wed, 15 Jan 2025 00:00:00 +0000https://www.etl-tools.com/wiki/knowledgebase/tips/salesforce-bulk-api/<h2 id="enabling-salesforce-bulk-api">Enabling SalesForce Bulk API</h2> <div class=" "> <img class="img-fluid mx-auto d-block" srcset="https://www.etl-tools.com/wiki/images/knowledgebase/salesforce1_hu_9967fe5876d0dfc6.webp 1400w, https://www.etl-tools.com/wiki/images/knowledgebase/salesforce1_hu_464b2108bea5c9ed.webp 1200w, https://www.etl-tools.com/wiki/images/knowledgebase/salesforce1_hu_2d48c6b59b743bae.webp 992w, https://www.etl-tools.com/wiki/images/knowledgebase/salesforce1_hu_ed93f89c9cb20ea2.webp 768w, https://www.etl-tools.com/wiki/images/knowledgebase/salesforce1_hu_e31094f08596980e.webp 576w" sizes="100vw" src="https://www.etl-tools.com/wiki/images/knowledgebase/salesforce1_hu_d0f0dd7a44efd6cb.jpg" width="1322" height="274" loading="lazy" decoding="async" alt="SalesForce"> </div> <h2 id="checking-salesforce-bulk-data-load-job-status">Checking SalesForce Bulk Data Load Job Status</h2> <ul> <li>Login to SalesForce</li> <li>Click monitoring</li> <li>Click Bulk Data Load Jobs</li> </ul> <div class=" "> <img class="img-fluid mx-auto d-block" srcset="https://www.etl-tools.com/wiki/images/knowledgebase/salesforce2_hu_3a0b6849811e3c15.webp 1400w, https://www.etl-tools.com/wiki/images/knowledgebase/salesforce2_hu_4f422afecefd4308.webp 1200w, https://www.etl-tools.com/wiki/images/knowledgebase/salesforce2_hu_6982c52f5c32d19f.webp 992w, https://www.etl-tools.com/wiki/images/knowledgebase/salesforce2_hu_be267f056d676343.webp 768w, https://www.etl-tools.com/wiki/images/knowledgebase/salesforce2_hu_64cb108664f7c27a.webp 576w" sizes="100vw" src="https://www.etl-tools.com/wiki/images/knowledgebase/salesforce2_hu_e048952c2fb645b6.jpg" width="501" height="388" loading="lazy" decoding="async" alt="Checking SalesForce Bulk Data Load Job Status"> </div> <ul> <li>Click on Job Id</li> </ul> <div class=" "> <img class="img-fluid mx-auto d-block" srcset="https://www.etl-tools.com/wiki/images/knowledgebase/salesforce3_hu_575ca43122f3659f.webp 1400w, https://www.etl-tools.com/wiki/images/knowledgebase/salesforce3_hu_a465a46c09146bc.webp 1200w, https://www.etl-tools.com/wiki/images/knowledgebase/salesforce3_hu_d3664f0b3775cd4.webp 992w, https://www.etl-tools.com/wiki/images/knowledgebase/salesforce3_hu_f9188328d7e79154.webp 768w, https://www.etl-tools.com/wiki/images/knowledgebase/salesforce3_hu_7e1f2888bd12684e.webp 576w" sizes="100vw" src="https://www.etl-tools.com/wiki/images/knowledgebase/salesforce3_hu_d25b2dd396039527.jpg" width="750" height="431" loading="lazy" decoding="async" alt="Job Id"> </div> <ul> <li>Check records processed and failed</li> <li>Click view results to inspect the errors</li> </ul> <div class=" "> <img class="img-fluid mx-auto d-block" srcset="https://www.etl-tools.com/wiki/images/knowledgebase/salesforce4_hu_956dfd9890d6fcc2.webp 1400w, https://www.etl-tools.com/wiki/images/knowledgebase/salesforce4_hu_1d090bc854c63690.webp 1200w, https://www.etl-tools.com/wiki/images/knowledgebase/salesforce4_hu_26d5852a46983b09.webp 992w, https://www.etl-tools.com/wiki/images/knowledgebase/salesforce4_hu_3c5fcdcb429ef0ef.webp 768w, https://www.etl-tools.com/wiki/images/knowledgebase/salesforce4_hu_7a974e060caf8d8e.webp 576w" sizes="100vw" src="https://www.etl-tools.com/wiki/images/knowledgebase/salesforce4_hu_ee52f6de383d4aa9.jpg" width="916" height="694" loading="lazy" decoding="async" alt="Checking SalesForce Bulk Data Load Job Status"> </div> <h2 id="salesforce-bulk-api-limitations">SalesForce Bulk API Limitations</h2> <ul> <li>Batches for data loads can consist of a single CSV, XML, or JSON file that is no larger than 10 MB.</li> <li>A batch can contain a maximum of 10,000 records.</li> <li>A batch can contain a maximum of 10,000,000 characters for all the data in a batch.</li> <li>A field can contain a maximum of 32,000 characters.</li> <li>A record can contain a maximum of 5,000 fields.</li> <li>A record can contain a maximum of 400,000 characters for all its fields.</li> <li>A batch must contain some content or an error occurs.</li> </ul> <p>More Information can be found here</p>https://www.etl-tools.com/wiki/advanced-etl-processor/connections/cloud/salesforce/Wed, 15 Jan 2025 00:00:00 +0000https://www.etl-tools.com/wiki/advanced-etl-processor/connections/cloud/salesforce/<div class=" "> <img class="img-fluid mx-auto d-block" srcset="https://www.etl-tools.com/wiki/images/etl/advanced-etl-processor/connections/cloud/sales-force-connection-properties_hu_ec84dede7c76a616.webp 1400w, https://www.etl-tools.com/wiki/images/etl/advanced-etl-processor/connections/cloud/sales-force-connection-properties_hu_11a4e7e48ff4e0b3.webp 1200w, https://www.etl-tools.com/wiki/images/etl/advanced-etl-processor/connections/cloud/sales-force-connection-properties_hu_aae0a1d17ef8a85e.webp 992w, https://www.etl-tools.com/wiki/images/etl/advanced-etl-processor/connections/cloud/sales-force-connection-properties_hu_1366fb220b4eb5e2.webp 768w, https://www.etl-tools.com/wiki/images/etl/advanced-etl-processor/connections/cloud/sales-force-connection-properties_hu_d779a627544eec96.webp 576w" sizes="100vw" src="https://www.etl-tools.com/wiki/images/etl/advanced-etl-processor/connections/cloud/sales-force-connection-properties_hu_3f42263bb24ca00e.jpg" width="456" height="528" loading="lazy" decoding="async" alt="SalesForce Connection"> </div> <h2 id="creating-salesforce-connection">Creating SalesForce connection</h2> <ul> <li>In the Name Text Box type in a new name for the SalesForce connection you are about to create</li> <li>Type in Customer Key</li> <li>Type in Customer Secret</li> <li>Type in Security Token</li> <li>Type in Username</li> <li>Type in Password</li> <li>Test the connection</li> <li>Click OK to close the SalesForce connection properties window</li> </ul> <h2 id="comments">Comments</h2> <div class=" "> <img class="img-fluid mx-auto d-block" srcset="https://www.etl-tools.com/wiki/images/etl/advanced-etl-processor/connections/cloud/sales-force-connection-comments_hu_7f0340a473bc6747.webp 1400w, https://www.etl-tools.com/wiki/images/etl/advanced-etl-processor/connections/cloud/sales-force-connection-comments_hu_b3da72eb5aa9ad4b.webp 1200w, https://www.etl-tools.com/wiki/images/etl/advanced-etl-processor/connections/cloud/sales-force-connection-comments_hu_198e1063162f205d.webp 992w, https://www.etl-tools.com/wiki/images/etl/advanced-etl-processor/connections/cloud/sales-force-connection-comments_hu_5e4db335afe298d7.webp 768w, https://www.etl-tools.com/wiki/images/etl/advanced-etl-processor/connections/cloud/sales-force-connection-comments_hu_558cc04a503937ad.webp 576w" sizes="100vw" src="https://www.etl-tools.com/wiki/images/etl/advanced-etl-processor/connections/cloud/sales-force-connection-comments_hu_3bd26242ed7e0bcb.jpg" width="456" height="528" loading="lazy" decoding="async" alt="SalesForce Comments"> </div> <h2 id="user-fields">User fields</h2> <p> <div class=" "> <img class="img-fluid mx-auto d-block" srcset="https://www.etl-tools.com/wiki/images/etl/advanced-etl-processor/connections/cloud/sales-force-connection-user-fields_hu_cacd72578f4bc5e3.webp 1400w, https://www.etl-tools.com/wiki/images/etl/advanced-etl-processor/connections/cloud/sales-force-connection-user-fields_hu_de1339435e74241b.webp 1200w, https://www.etl-tools.com/wiki/images/etl/advanced-etl-processor/connections/cloud/sales-force-connection-user-fields_hu_86ded30ff7fdea49.webp 992w, https://www.etl-tools.com/wiki/images/etl/advanced-etl-processor/connections/cloud/sales-force-connection-user-fields_hu_a83ec1b10266eedc.webp 768w, https://www.etl-tools.com/wiki/images/etl/advanced-etl-processor/connections/cloud/sales-force-connection-user-fields_hu_d2bd3f9caca67168.webp 576w" sizes="100vw" src="https://www.etl-tools.com/wiki/images/etl/advanced-etl-processor/connections/cloud/sales-force-connection-user-fields_hu_4fb6f9d01ece54f1.jpg" width="456" height="528" loading="lazy" decoding="async" alt="SalesForce User Fields"> </div> <br> <div class="d-flex alert alert-secondary " role="alert"> <div class="flex-grow-1 my-auto"> <strong>Note:</strong> User fields provide a convenient way of storing additional data </div> </div></p>https://www.etl-tools.com/wiki/advanced-etl-processor/transforming-data/writer-targets/salesforce/Wed, 15 Jan 2025 00:00:00 +0000https://www.etl-tools.com/wiki/advanced-etl-processor/transforming-data/writer-targets/salesforce/<h2 id="about-salesforce">About Salesforce</h2> <p><strong>Salesforce</strong> is a cloud-based customer relationship management (CRM) platform that helps businesses manage sales, customer service, marketing, and more. It offers tools for tracking customer interactions, automating workflows, and analyzing data. Salesforce is widely used for improving customer engagement and business efficiency.</p>