Salesforce

Visier can retrieve data through this connector if the following requirements are met.

For more information about the data that is retrieved through this connector, see the Connector Definitions.

Prerequisites

  • Create an integration user in Salesforce.
  • Create an external client app in Salesforce.

Integration user

Create an integration user in your source system and assign it the appropriate security access so that Visier can retrieve your source data through this user.

Create an integration user in Salesforce

  1. In Salesforce, go to Administration > Users.
  2. Click New User.
  3. Select Salesforce as the User License.
  4. Select System Administrator as the Profile.
  5. Save the new user.

Create a permission set

Create a permission set and assign it to the integration user you created.

Note: The permission set license must match the user license Salesforce.

The permission set must grant access to all tables from which you want to extract data. The Salesforce Extension requires access to the following tables:

  • Account
  • AccountHistory
  • Contact
  • ContactHistory
  • Opportunity
  • OpportunityFieldHistory
  • OpportunityHistory
  • Task
  • User

External client app

In Salesforce, go to Platform Tools > Apps > External Client Apps and create an external client app named Visier.

After you create the client app, enable OAuth, and go to Apps > External Client Apps > External Client App Manager to configure the following settings for your app.

Setting

Select or Enable

Within Policies > OAuth Policies > App Authorization > Refresh Token Policy

Expire refresh token if not used for specific time
Within Settings > OAuth Settings > App Settings > OAuth Scopes
  • Manage user data via APIs (api)

  • Perform requests at any time (refresh_token, offline_access)

Within Settings > OAuth Settings > Flow Enablement

Allow Authorization Code and Credential Flows

Within Settings > OAuth Settings > Security

Require secret for Web Server Flow

Get the client ID and client secret

Copy the client ID and client secret for the client app, as you will need to provide the credentials in Visier. Go to Apps > External Client Apps > External Client App Manager > Within Settings > OAuth Settings > App Settings. Click Consumer Key and Secret and complete the verification steps to copy the credentials.

Connector credentials

You need to provide the following credentials to Visier so that we can retrieve data from your source system. To provide your credentials in Visier, see Set Up Data Connectors.

Ensure Custom is selected as the Application when setting up the connector credential.

Credential

Description

Example

Login Host

The URL of the Salesforce instance that was used to create the client application.

https://bluth-development.my.salesforce.com

Client ID

The unique identifier of the client application you created.

Wkph4nlbhOaHxYzeEipk

Client Secret

The client secret of the client application you created.

37J61DMMB666Q3J84GE0Q9YGBIKQJB

Username

The integration user's username.

integration.user@company.com

Password

The integration user's password.

Password1234

After you create the connector credential, a pop-up appears from Salesforce. Sign in as the integration user to connect to the Salesforce account.

Data files

The Salesforce data connector retrieves Account, Contact, Opportunity and Task data.

  • Account: A company, organization, or individual customer that your business interacts with.
  • Contact: A person associated with an Account, such as an employee or customer.
  • Opportunity: A potential sale or deal with an Account.
  • Task: An action or to-do related to an Account, Contact, Opportunity, or other Salesforce records.

Note:

  • To use the CurrencyIsoCode field, you must turn on the multicurrency feature in Salesforce.
    • If you only use one currency, set the default value in the Opportunity mapping to your organization's currency code (for example, CurrencyCode = "USD").
  • You may not see the Task Type field when retrieving data from the Task table because it is hidden by default. For instructions on how to change this setting in Salesforce, see Show Task Type Field.

How the connector loads data

Initially, data connectors retrieve a full history for each subject to generate an initial history of events. In each subsequent data retrieval, each connector handles the data load differently.

  • Full load: All data from the source system is loaded into Visier.
  • Delta load: Only changed data is loaded into Visier. A delta load may take either the entire history or a specific number of years of history for each changed record.
  • Snapshot load: All data at a particular point in time. A snapshot load does not contain historical records or show changes over time.
  • Partial load: A subset of data is loaded into Visier.

After the initial load, this connector only retrieves data for changed records. For changed records, this connector retrieves the record's full history. You can configure how many years of history is retrieved.