You can create a pipeline that reads objects in Salesforce. The read pipeline imports the data from Salesforce to Anaplan Data Orchestrator (ADO).

In a read pipeline, the source data flows through the remaining steps in the pipeline to the final sink (target) step. The sink step must use a connection to an Anaplan object.

Prerequisites

You need a connection to Salesforce to create a pipeline. Make sure you meet the prerequisites in these sections before you create a connection to Salesforce and a read pipeline.

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.

Create a read pipeline

Use the Salesforce connection you created to create the read pipeline. The read pipeline uses the connection to import objects in Salesforce to an object in ADO.

To create a read pipeline:

  1. Select Data Orchestrator from the top-left navigation menu.
  2. Choose a dataspace from the list.
  3. Select Pipelines from the left-side panel.
  4. Select Create pipeline.
  5. Enter a Name for your pipeline and then select Create.
    You are taken to the pipeline designer view.
  6. Select the Source icon, and then complete these steps in the right-side panel:
    1. Select Salesforce from the Connection type dropdown. 
    2. Select the Salesforce connection you created from the Choose connection dropdown.
    3. Enter a new Label to change the source name that displays in the designer view.
    4. Select Source location > Source, and then select an object in Salesforce that you want to connect​ to.
    5. Select Columns, choose which columns from the Salesforce object you want to include, optionally choose a cursor column, and then select Done.
  7. Optionally, select the add icon that appears between the Source and Sink nodes.
    You can add steps to your pipeline to process data.
  8. Select the Sink icon, and then complete these steps in the right-side panel:
    1. Select Anaplan from the Connection type dropdown.
    2. Select Datasets from the Choose connection dropdown.
    3. Enter a new Label to change the sink name that displays in the designer view.
    4. Select Target location > Table, and choose a dataset destination:
      • Choose existing dataset: If you choose this option, you will be asked to select an existing source dataset.
      • Create new dataset: If you choose this option, you will be asked to enter a Name and Description for the new dataset.
    5. Choose a write option for the dataset.
      If you chose Create a new dataset in the previous step, the write option only applies to later pipeline runs if you update the object in Salesforce.
      • Upsert: Updates the existing rows and adds new rows if needed.
      • Append: Adds new data to the dataset without overwriting existing data.
      • Replace: Replaces all existing data with the new data being extracted, and overwrites any previous data.
    6. Review the source data from the Salesforce object that's being imported to the dataset, and then select Done.
  9. Select Publish, and then select Run to execute the data transfer.

The dataset displays in the Source datasets screen in Data Orchestrator. If you don't see the dataset, refresh the screen.

Run the pipeline with a Workflow

After you create the pipeline, optionally, you can choose to run the pipeline as part of an Anaplan Workflow. This enables you to automate data transfers based on a schedule, or trigger them manually as part of a larger sequence of tasks.