SF Reader

We assume that you have already learned what is described in:

If you want to find the right Reader for your purposes, see Readers Comparison.

Short Summary

SF Reader reads data from Salesforce by invoking a SOQL query.

Component Data source Input ports Output ports Each to all outputs [ 1)] Different to different outputs [ 2)] Transformation Transf. req. Java CTL
SF ReaderSalesforce01
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no
no
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[ 1)] Sending each data record to every connected output port

[ 2)] Sending data records to output ports according to Return Values of Transformations

SF Reader retrieves records from the Salesforce. The component requires a Salesforce connection to connect to a target Salesforce instance. Please see the Chapter 29, Salesforce Connections for more details about creating a Salesforce connection. The output port's metadata can be extracted from Salesforce too. See Extracting Metadata from Salesforce.

A valid SOQL query must be provided in order to retrieve data from Salesforce. Here is an example:

			SELECT Opportunity.Id,Account.Name,Opportunity.StageName,Opportunity.CloseDate,
			Opportunity.CreatedDate, IsClosed, IsWon, Opportunity.Amount FROM Opportunity
		
SOQL Query

Figure 53.1. SOQL Query


Finally the Mandatory fields can be specified. If a mandatory field is missing from the Salesforce schema, the SF Reader throws an error. If an optional field is missing, it's value is substituted with an empty value.

The component supports advanced retry mechanism that can be parametrized by the Max. retry attempts and Pause between retries [secs] parameters.

Salesforce Mandatory Fields

Figure 53.2. Salesforce Mandatory Fields


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Ports

Port typeNumberRequiredDescriptionMetadata
Output0
yes
 any

SF Reader Attributes

AttributeReqDescriptionPossible values
Basic
Salesforce connection
yes
Salesforce connection 
SOQL query
yes
Valid SOQL query 
Mandatory fields Determines which fields are mandatory 
Advanced
Max. retry attempts
yes
Maximum number of retries that will be attempted if the previous attempts failed.Default value is 5.
Pause between retries [secs]
yes
This value specifies the delay between individual retries in seconds.Default is 60 seconds.