Create a connection in Anaplan Data Orchestrator to import data from Salesforce. Then use the connection to extract data and create a source dataset.

Perform these tasks before you create a connection:

  • Register for a Salesforce developer account.
  • Configure your Connected app in Salesforce.
  • Get your client ID and client secret.
  • Use Postman to get an access token and a refresh token.

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. Select Connections on the left-side panel.
  3. Select Create connection.
  4. Select Salesforce and then select Next.
    If you can't find the connector, enter a search term in the Find... field.
  5. On the Connection details page, enter these details and select Next:
    • Name: Create a name for your connection. The name can contain alphanumeric characters and underscores.
    • Description: Enter a description about your connection.
  6. On the Connection credentials page, enter your Salesforce credentials and select Next:
    • Client ID: Your Salesforce client ID.
    • Client Secret: Your Salesforce client secret.
    • Refresh Token: Your Salesforce refresh token.
    • Salesforce Objects Contains: Salesforce objects are database tables that store data for your organization. Enter the type of data your Salesforce objects contain (for example, Accounts).
  7. After the connection test is complete, select Done.

Extract data from the Salesforce connection

You can extract data from the Salesforce connection to add source data to Data Orchestrator. The data extract creates a source dataset.

To extract data:

  1. Select Data Orchestrator from the top-left navigation menu.
  2. Select Source data on the left-side panel.
  3. Select Add data > From connection.
  4. On the Dataset details page, enter these details and select Next:
    • Connection
    • Dataset name
    • Description
    • Namespace
    • Path name
  5. On the Choose an upload type page, enter these details and select Next:
    1. Select the Load type:
      • Full replace: Completely replaces the current loaded data with the new data.
      • Append: Adds the new data to the end of the current table.
      • Incremental: Takes the data and incrementally updates what was previously loaded.
    2. Select the columns to import.

 Notes: 

  • The _ab fields are added by Data Orchestrator and aren't user data.
  • If you selected Incremental as the load type (partial replace): 
    • Select a Primary key checkbox. You can select more than one checkbox.
    • Data Orchestrator uses the  _ab fields as cursor keys to identify what's changed. The values aren't used for a Full replace. 
    • The Cursor Field is preselected.
  • If you selected Append as the load type (partial replace):
    • Data Orchestrator uses the  _ab fields as cursor keys to identify what's changed. The values aren't used for a Full replace. 
    • The Cursor Field is preselected.
  1. Select Create in the confirmation dialog.

Deleted records from Salesforce connections

Data that is marked as deleted isn't automatically filtered out by the connector. This allows it to be used in downstream transformations and spoke models.

Salesforce doesn't immediately purge records, even if you delete them from the recycle bin. As stated in the Salesforce documentation , "When records are purged from the recycle bin, they might still be visible through API until they are completely purged from the organization. Users with View All Data and API access can check for records in this state by using Export All in Data Loader, and filtering on isDeleted = True."

If you delete a row and resynchronize with append mode in Salesforce, the deleted row won't be added to the sync. The final table contains a column labeled isDeleted, which indicates whether the row has been deleted. The isDeleted column can be used in a transformation to filter out deleted rows when required.

For more information, see this community article: How to test the ADO Salesforce connector with a Salesforce Developer Account