Collecting data from Salesforce Query

This guide explains how to collect data from Salesforce Query. To learn how to collect data from a different data source, go back to the Available data sources in Adverity overview.

  • Salesforce Query can collect a maximum of 1 million rows per single report. To fetch more data than this, split your fetch into smaller date ranges in the Initial Fetch step of creating a datastream.

Creating a datastream to collect data from Salesforce Query

The basics of creating a datastream to collect data from any data source are explained in our guide to Creating a datastream. This guide contains information about the specific steps to create a datastream to fetch data from Salesforce Query.

Configuration: Choose the data you want to collect from Salesforce Query

To choose what data to collect and customize the Salesforce Query datastream configuration, follow these steps:

  1. (Optional) Rename your datastream.

  1. In SOQL, enter the query string you want to use to collect your data. For more information, see the Salesforce documentation.

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