The tap-salesforce Meltano extractor pulls data from Salesforce that can then be sent to a destination using a loader.

Getting Started

Prerequisites

If you haven't already, follow the initial steps of the Getting Started guide:

  1. Install Meltano
  2. Create your Meltano project

Installation and configuration

Using the Command Line Interface

  1. Add the tap-salesforce extractor to your project using meltano add :

    meltano add extractor tap-salesforce --variant meltano
  2. Configure the settings below using meltano config .

Using Meltano UI

  1. Start Meltano UI using meltano ui:

    meltano ui
  2. Open the Extractors interface at http://localhost:5000/extractors.
  3. Click the “Add to project” button for “Salesforce”.
  4. Choose "Add variant 'meltano'".
  5. Configure the settings below in the “Configuration” interface that opens automatically.

Next steps

Follow the remaining steps of the Getting Started guide:

  1. Select entities and attributes to extract
  2. Add a loader to send data to a destination
  3. Run a data integration (EL) pipeline

If you run into any issues, learn how to get help.

Settings

tap-salesforce requires the configuration of one of the following groups of settings:

These and other supported settings are documented below. To quickly find the setting you're looking for, use the Table of Contents at the top of the page.

username

How to use

Manage this setting using Meltano UI, meltano config, or an environment variable:

meltano config tap-salesforce set username <username>

export TAP_SALESFORCE_USERNAME=<username>

Password (password)

How to use

Manage this setting using Meltano UI, meltano config, or an environment variable:

meltano config tap-salesforce set password <password>

export TAP_SALESFORCE_PASSWORD=<password>

Security Token (security_token)

Your Salesforce Account access token

See https://hub.meltano.com/extractors/salesforce.html#salesforce-setup.

How to use

Manage this setting using Meltano UI, meltano config, or an environment variable:

meltano config tap-salesforce set security_token <security_token>

export TAP_SALESFORCE_SECURITY_TOKEN=<security_token>

Client ID (client_id)

How to use

Manage this setting using Meltano UI, meltano config, or an environment variable:

meltano config tap-salesforce set client_id <client_id>

export TAP_SALESFORCE_CLIENT_ID=<client_id>

client_secret

How to use

Manage this setting using Meltano UI, meltano config, or an environment variable:

meltano config tap-salesforce set client_secret <client_secret>

export TAP_SALESFORCE_CLIENT_SECRET=<client_secret>

refresh_token

How to use

Manage this setting using Meltano UI, meltano config, or an environment variable:

meltano config tap-salesforce set refresh_token <refresh_token>

export TAP_SALESFORCE_REFRESH_TOKEN=<refresh_token>

start_date

Determines how much historical data will be extracted. Please be aware that the larger the time period and amount of data, the longer the initial extraction can be expected to take.

How to use

Manage this setting using Meltano UI, meltano config, or an environment variable:

meltano config tap-salesforce set start_date YYYY-MM-DDTHH:MM:SSZ

export TAP_SALESFORCE_START_DATE=YYYY-MM-DDTHH:MM:SSZ

is_sandbox

Use Salesforce Sandbox

How to use

Manage this setting using Meltano UI, meltano config, or an environment variable:

meltano config tap-salesforce set is_sandbox true

export TAP_SALESFORCE_IS_SANDBOX=true

API Type (api_type)

How to use

Manage this setting using Meltano UI, meltano config, or an environment variable:

meltano config tap-salesforce set api_type REST

export TAP_SALESFORCE_API_TYPE=REST

select_fields_by_default

Select by default any new fields discovered in Salesforce objects

How to use

Manage this setting using Meltano UI, meltano config, or an environment variable:

meltano config tap-salesforce set select_fields_by_default false

export TAP_SALESFORCE_SELECT_FIELDS_BY_DEFAULT=false

state_message_threshold

Generate a STATE message every N records

How to use

Manage this setting using Meltano UI, meltano config, or an environment variable:

meltano config tap-salesforce set state_message_threshold 1000

export TAP_SALESFORCE_STATE_MESSAGE_THRESHOLD=1000

Maximum number of threads to use (max_workers)

How to use

Manage this setting using Meltano UI, meltano config, or an environment variable:

meltano config tap-salesforce set max_workers 8

export TAP_SALESFORCE_MAX_WORKERS=8

Looking for help?

If you're having trouble getting the tap-salesforce extractor to work, look for an existing issue in its repository, file a new issue, or join the Meltano Slack community and ask for help in the #plugins-general channel.

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