Salesforce

target-salesforce (dan-ladd variant)

CRM

The target-salesforce loader sends data into Salesforce after it was pulled from a source using an extractor

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

  1. Add the target-salesforce loader to your project using
    meltano add
    :
  2. meltano add loader target-salesforce
  3. Configure the target-salesforce settings using
    meltano config
    :
  4. meltano config target-salesforce set --interactive

Next steps

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

Capabilities

The current capabilities for target-salesforce may have been automatically set when originally added to the Hub. Please review the capabilities when using this loader. If you find they are out of date, please consider updating them by making a pull request to the YAML file that defines the capabilities for this loader.

This plugin has the following capabilities:

  • about
  • stream-maps
  • schema-flattening

You can override these capabilities or specify additional ones in your meltano.yml by adding the capabilities key.

Settings

The target-salesforce settings that are known to Meltano are documented below. To quickly find the setting you're looking for, click on any setting name from the list:

You can also list these settings using

meltano config
with the list subcommand:

meltano config target-salesforce list

You can override these settings or specify additional ones in your meltano.yml by adding the settings key.

Please consider adding any settings you have defined locally to this definition on MeltanoHub by making a pull request to the YAML file that defines the settings for this plugin.

Client Id (client_id)

  • Environment variable: TARGET_SALESFORCE_CLIENT_ID

OAuth client_id


Configure this setting directly using the following Meltano command:

meltano config target-salesforce set client_id [value]

Client Secret (client_secret)

  • Environment variable: TARGET_SALESFORCE_CLIENT_SECRET

OAuth client_secret


Configure this setting directly using the following Meltano command:

meltano config target-salesforce set client_secret [value]

Refresh Token (refresh_token)

  • Environment variable: TARGET_SALESFORCE_REFRESH_TOKEN

OAuth refresh_token


Configure this setting directly using the following Meltano command:

meltano config target-salesforce set refresh_token [value]

Username (username)

  • Environment variable: TARGET_SALESFORCE_USERNAME

User/password username


Configure this setting directly using the following Meltano command:

meltano config target-salesforce set username [value]

Password (password)

  • Environment variable: TARGET_SALESFORCE_PASSWORD

User/password password


Configure this setting directly using the following Meltano command:

meltano config target-salesforce set password [value]

Security Token (security_token)

  • Environment variable: TARGET_SALESFORCE_SECURITY_TOKEN

User/password generated security token. Reset under your Account Settings


Configure this setting directly using the following Meltano command:

meltano config target-salesforce set security_token [value]

Is Sandbox (is_sandbox)

  • Environment variable: TARGET_SALESFORCE_IS_SANDBOX

Is the Salesforce instance a sandbox


Configure this setting directly using the following Meltano command:

meltano config target-salesforce set is_sandbox [value]

Action (action)

  • Environment variable: TARGET_SALESFORCE_ACTION

How to handle incomming records by default (insert/update/upsert/delete/hard_delete)


Configure this setting directly using the following Meltano command:

meltano config target-salesforce set action [value]

Allow Failures (allow_failures)

  • Environment variable: TARGET_SALESFORCE_ALLOW_FAILURES

Allows the target to continue persisting if a record fails to commit.


Configure this setting directly using the following Meltano command:

meltano config target-salesforce set allow_failures [value]

Stream Maps (stream_maps)

  • Environment variable: TARGET_SALESFORCE_STREAM_MAPS

Config object for stream maps capability. For more information check out Stream Maps.


Configure this setting directly using the following Meltano command:

meltano config target-salesforce set stream_maps [value]

Stream Map Config (stream_map_config)

  • Environment variable: TARGET_SALESFORCE_STREAM_MAP_CONFIG

User-defined config values to be used within map expressions.


Configure this setting directly using the following Meltano command:

meltano config target-salesforce set stream_map_config [value]

Flattening Enabled (flattening_enabled)

  • Environment variable: TARGET_SALESFORCE_FLATTENING_ENABLED

'True' to enable schema flattening and automatically expand nested properties.


Configure this setting directly using the following Meltano command:

meltano config target-salesforce set flattening_enabled [value]

Flattening Max Depth (flattening_max_depth)

  • Environment variable: TARGET_SALESFORCE_FLATTENING_MAX_DEPTH

The max depth to flatten schemas.


Configure this setting directly using the following Meltano command:

meltano config target-salesforce set flattening_max_depth [value]

Something missing?

This page is generated from a YAML file that you can contribute changes to.

Edit it on GitHub!

Looking for help?

If you're having trouble getting the target-salesforce loader 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.

Install

meltano add loader target-salesforce

Maintenance Status

  • Maintenance Status
  • Built with the Meltano SDK

Repo

https://github.com/dan-ladd/target-salesforce
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Maintainer

  • dan-ladd

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Keywords

  • meltano_sdk