You can import data from Salesforce to create source datasets in Anaplan Data Orchestrator (ADO). To import data, you need a connection to Salesforce and either a pipeline or a connection extract.

You must first create a connection to Salesforce with the Salesforce connector in ADO. Then use that connection to either create a pipeline or use a connection extract for data import.

Connectivity prerequisites

Before you can create a connection to Salesforce, you need to meet these prerequisites.

ItemNotes
Salesforce developer accountRegister for a Salesforce developer account. 
Salesforce External Client App (ECA)

In your Salesforce organization (production or sandbox), configure the ECA for OAuth 2.0 authentication.

See the Salesforce documentation for more information.

Salesforce client ID and client secretObtain the client ID and client secret from the ECA.
OAuth authorization

In the ECA, complete the OAuth 2.0 authorization code flow with the appropriate API access and refresh token permissions.

To secure the connection, Data Orchestrator uses the OAuth 2.0 protocol.

Refresh tokenObtain the refresh token from Postman. You don’t need to enter the access token when you create a connection in Data Orchestrator.
Salesforce permissionsYou must have Read access to the source Salesforce objects, their fields, and the relevant records.

Create a connection to Salesforce

You need your Salesforce credentials to connect the Salesforce data with Data Orchestrator. View the Salesforce documentation for more information about your credentials.

To create a connection:

  1. Select Data Orchestrator from the top-left navigation menu.
  2. Choose a dataspace from the list.
  3. Select Connections on the left-side panel.
  4. Select Create connection.
  5. Select Salesforce and then select Next.
    If you can't find the connector, enter a search term in the Find... field.
  6. Enter these details on the Connection details screen, and then select Next:
    • Name: Create a name for your connection. The name can contain alphanumeric characters and underscores.
    • Description: Enter a description about your connection.
  7. Enter your Salesforce credentials on the Connection credentials screen, and then select Next:
    • Client ID: Your Salesforce client ID.
    • Client Secret: Your Salesforce client secret.
    • Refresh Token: Your Salesforce refresh token.
    • Sanbox (Optional): Enable this switch to connect to a Salesforce sandbox environment instead of production. 
    • Salesforce Objects Contains (Optional): Salesforce objects are database tables that store data for your organization. Enter the type of data your Salesforce objects contain (for example, Accounts).
  8. After the connection test is complete, select Done.

Import data

You can import data from Salesforce with a pipeline or a connection extract. Use the connection you created to configure the pipeline or connection extract.