Overview
The Salesforce Source Component is an SSIS Data Flow Component for consuming data from the Salesforce Service. The configuration parameters are provided in the standard data flow source component dialog.
Demonstration
Setup
Use the parameters below to set up the component.
Parameters
Select an existing Salesforce connection manager.
Related Topics: Salesforce Connection Manager
Specify the number of rows to be retrieved as a batch. The maximum is 2000.
Specify the input type. This parameter has the options listed in the following table.
| Value | Description |
|---|---|
| Object | Input type is Salesforce object. Selecting this value displays the dynamic parameters Object, ObjectFilter 1.5 SR-2. |
| Statement | Input type is a SOQL statement. Selecting this value displays the dynamic parameter Statement. |
Select the read mode. This parameter has the options listed in the following table.
| Value | Description |
|---|---|
| Regular | Read data using regular mode (default). |
| Bulk | Read data using bulk mode. |
Select the SalesForce data object.
Specify the object filter statement using SOQL statement expressions.
Specify a SOQL statement.
Use this parameter to include all records in the result, including the deleted records. This parameter has the options listed in the following table.
| Value | Description |
|---|---|
| True | The deleted records are included in the result. |
| False | The deleted records are not included in the result. |
FAQ
The Object, ObjectFilter or Statement parameters are available for setup in the data flow properties list. Follow these steps to set up an expression:
- Right-click on the data flow canvas and select Properties from the menu.
- Scroll-down and find a property named like [Salesforce Source].[Statement]. This is the property containing the statement.
- Scroll-down and find the Expressions property. Set up an expression to modify the statement dynamically.
The Salesforce service only returns fields containing data. If there is no data for a specific field, no data is returned. Therefore, it is impossible to set up the appropriate field and field type. There are 3 options to include the missing columns:
- Option 1
-
This option will work fine for SOQL statements without relationships. For statements with relationships, see the other options below.
- Set the InputType to Object. Select the object from which you want to retrieve data.
- Go to the 'Column Mappings' tab and press 'Refresh' to reload the object's columns.
- Set the InputType to ‘Statement’ and specify your statement. Do not refresh the columns in the 'Column Mappings' tab.
- If you want to remove columns you don't need, go to the 'Column Mappings' tab and remove the mappings you don't need.
- Option 2
-
- Set up a temporary Salesforce record and the required relationship data.
- Open the 'Salesforce Source' component setup dialog and specify the SOQL statement retrieving the temporary record data.
- Refresh the 'Column Mappings' tab. All needed column metadata should now be included.
- Go back to the Salesforce setup window and remove the temporary record and all other unneeded data.
- Option 3
-
This option requires manual definition of the missing columns.
- Go to the 'Input and Output Properties' tab.
- Go to 'Salesforce Source Output' -> 'External Columns'.
- Press 'Add Column'.
- Specify the column name and type. Make sure the name is specified properly with the appropriate structured definition.
Uploaded files are located in the Attachment object. Use the standard "Export Column" transformation to export the Body field content into a file.