Salesforce Query: Setup guide#
This guide explains how to collect data from Salesforce Query.
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 Collecting data in Adverity. 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:
(Optional) Rename your datastream.
In Query type, select the type of queries you want to run.
- Query
Select this option to collect data for all active records and ignore the deleted ones.
- Query All
Select this option to collect data for all records, including those that are soft deleted due to a merge or delete. However, once a record is permanently removed from the recycle bin, you can no longer query it.
With this option, you can also fetch information about archived tasks and event records.
In SOQL, enter the query string you want to use to collect your data. For more information, see the Salesforce documentation.
What’s next?#
Apply Data Mapping to your collected data to harmonize data collected from different sources in Adverity.
Transform your data to meet your needs by creating and applying transformations to your datastream.
Load your data into Explore & Present to visualize your data in Adverity.
Load your data into an external destination of your choice.