Imports data from Salesforce.
Workflows needs a Salesforce OAuth account, please share them with a Onesecondbefore employee to add it as a connection.
extract:
conn_id: salesforce
report_id: 1234567abc
| property | type | required | description |
|---|---|---|---|
conn_id | string | no | Default is salesforce. Connection string as handed to you by the Onesecondbefore team. |
report_id | string | yes | ID of the Salesforce report to import. |
date_format | string | no | Format of the data exported. |
filters | array of objects | no | Add filters as described below. |
order_bys | array of objects | no | Order the resultset on a field and optional direction (either ascending or descending)
|
If you use filtering (see above) in the extract. You have to add an object every time with the fields below.
| property | type | required | description |
|---|---|---|---|
field | enumerator (see field list) | yes | Contains the name of the field you want to filter on. |
operator | enumerator (all operators) | yes | contains operator |
value | string | yes | Contains the value to filter one. |
| item | description |
|---|---|
API | The Salesforce Reports and Dashboards REST API |
Pre-formatted schema | No. This from task does not come with a pre-formatted schema. Define file and it is required to define the schema
if you use Snowflake. BigQuery can auto-detect the source file.
|