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Salesforce

Salesforce

Sales & Support Analytics

Sync Salesforce data anywhere.

Salesforce is a cloud-based customer relationship management (CRM) platform providing business solutions software on a subscription basis. Salesforce is a huge force in the ecommerce world, helping businesses with marketing, commerce, service and sales, and enabling enterprises’ IT teams to collaborate easily from anywhere. Salesforces is the force behind many industries, offering healthcare, automotive, finance, media, communications, and manufacturing multichannel support. Its services are wide-ranging, with access to customer, partner, and developer communities as well as an app exchange marketplace.

  • Certified
  • Generally available
  • 16 entities
  • Read & write
Sync Salesforce dataRead the docs
  • 16Entities
  • 8Actions
  • 50+Destinations
One connector

Everything Salesforce can do in Airbyte

  • Sync to your warehouse

    Land Salesforce data in 50+ destinations on a schedule you control.

  • Live entity actions

    Read, create, update and delete Salesforce records at runtime through typed entity actions.

  • Context store search

    Query synced Salesforce data with filters, sorting and semantic search, without spending Salesforce API rate limits.

  • Incremental syncs

    Pull only the records that changed since the last run instead of reloading everything.

Sync capabilities

  • Full Refresh SyncSupported
  • Incremental SyncSupported
  • Available onCloud, Self-Managed Enterprise
  • Destinations50+ Airbyte connectors
  • Connector version2.8.1

Set up in 9 steps

  1. Open the Airbyte platform and navigate to the "Sources" tab on the left-hand side of the screen.
  2. Click on the "Salesforce" source connector and select "Create new connection."
  3. Enter a name for your connection and click "Next."
  4. Enter your Salesforce credentials, including your username, password, and security token.
  5. Click "Test connection" to ensure that your credentials are correct and that Airbyte can connect to your Salesforce account.
  6. Once the connection is successful, select the objects you want to replicate from Salesforce.
  7. Choose the replication frequency and any other settings you want to apply to your connection.
  8. Click "Create connection" to save your settings and start replicating data from Salesforce to Airbyte.
  9. You can monitor the progress of your replication in the "Connections" tab and view the data in the "Dashboard" tab.
8 actions

Supported Salesforce actions

  • List

    Read live records straight from the Salesforce API.

  • Create

    Write a new record back into Salesforce.

  • Get

    Fetch a single record by ID.

  • Update

    Patch fields on an existing record.

  • Delete

    Remove a record.

  • API Search

  • Context Store Search

    Query synced data with filters and sorting, with no API rate limits.

  • Download

    Pull the binary contents of an attachment.

Full parameter-level details live in the Salesforce entity reference.

Use cases

What teams build with Salesforce

  • List recent contacts in my Salesforce account

  • List open cases in my Salesforce account

  • Show me the notes and attachments for a recent account

  • List all available reports in Salesforce

  • Run my quarterly revenue report and show the results

  • Show me my top 5 opportunities this month

FAQ

Common questions

Do I need more than one Salesforce connection?

No. One Salesforce authorization powers both the scheduled syncs that land data in your destination and the entity actions your agents call at runtime.

Do Salesforce entity actions need a sync to run first?

No. Entity actions read and write through the Salesforce API as they are called, so they work immediately. Context store search is the exception: it queries data Airbyte has already synced, which is what lets it filter and sort without spending API rate limits.

What is ETL?

ETL, an acronym for Extract, Transform, Load, is a vital data integration process. It involves extracting data from diverse sources, transforming it into a usable format, and loading it into a database, data warehouse or data lake. This process enables meaningful data analysis, enhancing business intelligence.

What data can you extract from Salesforce?

Salesforce's API provides access to a wide range of data types, including:

1. Accounts: Information about customer accounts, including contact details, billing information, and purchase history.

2. Leads: Data on potential customers, including contact information, lead source, and lead status.

3. Opportunities: Information on potential sales deals, including deal size, stage, and probability of closing.

4. Contacts: Details on individual contacts associated with customer accounts, including contact information and activity history.

5. Cases: Information on customer service cases, including case details, status, and resolution.

6. Products: Data on products and services offered by the company, including pricing, availability, and product descriptions.

7. Campaigns: Information on marketing campaigns, including campaign details, status, and results.

8. Reports and Dashboards: Access to pre-built and custom reports and dashboards that provide insights into sales, marketing, and customer service performance.

9. Custom Objects: Ability to access and manipulate custom objects created by the organization to store specific types of data.

Overall, Salesforce's API provides access to a comprehensive set of data types that enable organizations to manage and analyze their customer relationships, sales processes, and marketing campaigns.

How do I transfer data from Salesforce?

1. Open the Airbyte platform and navigate to the "Sources" tab on the left-hand side of the screen.

2. Click on the "Salesforce" source connector and select "Create new connection."

3. Enter a name for your connection and click "Next."

4. Enter your Salesforce credentials, including your username, password, and security token.

5. Click "Test connection" to ensure that your credentials are correct and that Airbyte can connect to your Salesforce account.

6. Once the connection is successful, select the objects you want to replicate from Salesforce.

7. Choose the replication frequency and any other settings you want to apply to your connection.

8. Click "Create connection" to save your settings and start replicating data from Salesforce to Airbyte.

9. You can monitor the progress of your replication in the "Connections" tab and view the data in the "Dashboard" tab.

What are top ETL tools to transfer data from Salesforce?

The most prominent ETL tools to transfer data to include: Airbyte, Fivetran, StitchData, Matillion, Talend Data Integration. These tools help in extracting data from various sources (APIs, databases, and more), transforming it efficiently, and loading it into and other databases, data warehouses and data lakes, enhancing data management capabilities.

What is ELT?

ELT, standing for Extract, Load, Transform, is a modern take on the traditional ETL data integration process. In ELT, data is first extracted from various sources, loaded directly into a data warehouse, and then transformed. This approach enhances data processing speed, analytical flexibility and autonomy.

Difference between ETL and ELT?

ETL and ELT are critical data integration strategies with key differences. ETL (Extract, Transform, Load) transforms data before loading, ideal for structured data. In contrast, ELT (Extract, Load, Transform) loads data before transformation, perfect for processing large, diverse data sets in modern data warehouses. ELT is becoming the new standard as it offers a lot more flexibility and autonomy to data analysts.

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