English (English)

Connecting to Salesforce as a Data Source

Salesforce does not require any setup, as long as you have an API-enabled account with Salesforce. You will be prompted to login into your account in the usual way.

As for the tables and fields that the connector is pulling from by default, you can see those below:

  • OpportunityFieldHistory: OpportunityId, CreatedDate, Field, Opportunity.Name, OldValue, NewValue
  • OpportunityHistory: OpportunityId, CreatedDate, StageName, Opportunity.Name, Amount, ExpectedRevenue, CloseDate, Probability
  • Task: ActivityDate, LastModifiedDate, What.Name, What.Type, Description, TaskSubtype
  • Event: ActivityDate, LastModifiedDate, What.Name, What.Type, Description, EventSubtype
  • Opportunity: Id, Name, AccountId, CreatedDate, CloseDate

22.02.2024 17:28:05

Usage of Cookies. In order to optimize the website functionality and improve your online experience ABBYY uses cookies. You agree to the usage of cookies when you continue using this site. Further details can be found in our Privacy Notice.