Overview
The Lyftron Provider for Salesforce offers the most natural way to access Salesforce data from Lyftron with ease and also enables to connect with BI, MDM & ML tools, Data warehouses, Databases and other SAAS based applications with zero code and zero infrastructure requirements. The provider wraps the complexity of accessing Salesforce data into easy-to-integrate relational fully managed ANSI Sql format. Make faster and better business decisions with Lyftron’s Salesforce data provider and automatically build your data migration pipelines in minutes, not months
The provider hides the complexity of accessing data and provides additional powerful security features, smart caching, batching, socket management, and more.
Key Features
- Comprehensive Delta load mechanism.
- Real-time access to Salesforce.
- Comprehensive full support of ANSI Sql to query data with ease.
- Collaborative query processing.
Prerequisites
The user must have credentials for Salesforce, Lyftron and your destination data warehouse, lake or database to perform the data pipeline operation with Lyftron
Establishing a Connection with Lyftron's Quickstart Steps
Create your Salesforce connection with Lyftron by following the 5 easy steps show below:
Step1. Add your connection
Click on Connect section on the left panel → Click on Add Connection button
Step2. Select your connector
In the connector selection panel, search and click Salesforce for your connection
Step3. Enter your connection details
In the Connection String section enter the values of the below parameters. The following connection string is required to establish Salesforce connection with Lyftron.
User=[your_Username];Password=[your_password];Security Token=[your_Token];| Key | Value | Field |
| Connection Name | Enter your connection details | Required |
| User | your Salesforce User | Required |
| Password | your Salesforce Password | Required |
| Security Token | your Salesforce Token | Required |
| Logfile** | Use the logfile option to debug your job and provide your connection name to generate the log file. [ConnectionConfigurationPath]\Connection_name_log.tx | Optional |
| Verbosity** | Choose verbosity 1-5 based on the severity of debugging | Optional |
** For more information, check the Lyftron logging and debugging section.
If you want more detailed information about how to establish a connection with Lyftron, click on Lyftron Connection Quick Start guide.
Step4. Test your connection
Once you are done entering your connection details, simply click on the Test Connection button to test the connectivity. In case your connection fails, add Logfile and Verbosity parameters and check the Lyftron logging and debugging section, to debug the error.
Step5. Save your connection
Hurray! Now you have successfully connected with the Lyftron Salesforce connector and can utilize the connector to Extract, Warehouse, Analyze, Visualize and Share your data.
Data Model
The provider models the data in Salesforce into a list of tables that can be queried using standard SQL statements.
Generally, querying Salesforce tables is the same as querying a table in a relational database. Sometimes there are special cases, for example, including a certain column in the WHERE clause might be required to get data for certain columns in the table. This is typically needed for situations where a separate request must be made for each row to get certain columns.
Views
Views are composed of columns and pseudo columns. Views are similar to tables in the way that data is represented; however, views do not support updates. Entities that are represented as views are typically read-only entities. Often, a stored procedure is available to update the data if such functionality is applicable to the data source.
Queries can be executed against a view as if it were a normal table, and the data that comes back is similar in that regard. To find out more about tables and stored procedures, please navigate to their corresponding entries in this help document.
| Name | Type | Description |
| AcceptedEventRelation | Tables | This is a table representing the AcceptedEventRelation entities in Salesforce. |
| Account | Tables | This is a table representing the Account entities in Salesforce. |
| AccountContactRole | Tables | This is a table representing the AccountContactRole entities in Salesforce. |
| AccountFeed | Tables | This is a table representing the AccountFeed entities in Salesforce. |
| AccountHistory | Tables | This is a table representing the AccountHistory entities in Salesforce. |
| AccountPartner | Tables | This is a table representing the AccountPartner entities in Salesforce. |
| AccountShare | Tables | This is a table representing the AccountShare entities in Salesforce. |
| ActivityHistory | Tables | This is a table representing the ActivityHistory entities in Salesforce. |
| AdditionalNumber | Tables | This is a table representing the AdditionalNumber entities in Salesforce. |
| ApexClass | Tables | This is a table representing the ApexClass entities in Salesforce. |
| ApexComponent | Tables | This is a table representing the ApexComponent entities in Salesforce. |
| ApexLog | Tables | This is a table representing the ApexLog entities in Salesforce. |
| ApexPage | Tables | This is a table representing the ApexPage entities in Salesforce. |
| ApexTestQueueItem | Tables | This is a table representing the ApexTestQueueItem entities in Salesforce. |
| ApexTestResult | Tables | This is a table representing the ApexTestResult entities in Salesforce. |
| ApexTrigger | Tables | This is a table representing the ApexTrigger entities in Salesforce. |
| AppMenuItem | Tables | This is a table representing the AppMenuItem entities in Salesforce. |
| Approval | Tables | This is a table representing the Approval entities in Salesforce. |
| Asset | Tables | This is a table representing the Asset entities in Salesforce. |
| AssetFeed | Tables | This is a table representing the AssetFeed entities in Salesforce. |
| AssignmentRule | Tables | This is a table representing the AssignmentRule entities in Salesforce. |
| AsyncApexJob | Tables | This is a table representing the AsyncApexJob entities in Salesforce. |
| Attachment | Tables | This is a table representing the Attachment entities in Salesforce. |
| AuthProvider | Tables | This is a table representing the AuthProvider entities in Salesforce. |
| AuthSession | Tables | This is a table representing the AuthSession entities in Salesforce. |
| BrandTemplate | Tables | This is a table representing the BrandTemplate entities in Salesforce. |
| BusinessHours | Tables | This is a table representing the BusinessHours entities in Salesforce. |
| BusinessProcess | Tables | This is a table representing the BusinessProcess entities in Salesforce. |
| CallCenter | Tables | This is a table representing the CallCenter entities in Salesforce. |
| Campaign | Tables | This is a table representing the Campaign entities in Salesforce. |
| CampaignFeed | Tables | This is a table representing the CampaignFeed entities in Salesforce. |
| CampaignMember | Tables | This is a table representing the CampaignMember entities in Salesforce. |
| CampaignMemberStatus | Tables | This is a table representing the CampaignMemberStatus entities in Salesforce. |
| CampaignShare | Tables | This is a table representing the CampaignShare entities in Salesforce. |
| Case | Tables | This is a table representing the Case entities in Salesforce. |
| CaseComment | Tables | This is a table representing the CaseComment entities in Salesforce. |
| CaseContactRole | Tables | This is a table representing the CaseContactRole entities in Salesforce. |
| CaseFeed | Tables | This is a table representing the CaseFeed entities in Salesforce. |
| CaseHistory | Tables | This is a table representing the CaseHistory entities in Salesforce. |
| CaseShare | Tables | This is a table representing the CaseShare entities in Salesforce. |
| CaseSolution | Tables | This is a table representing the CaseSolution entities in Salesforce. |
| CaseStatus | Tables | This is a table representing the CaseStatus entities in Salesforce. |
| CaseTeamMember | Tables | This is a table representing the CaseTeamMember entities in Salesforce. |
| CaseTeamRole | Tables | This is a table representing the CaseTeamRole entities in Salesforce. |
| CaseTeamTemplate | Tables | This is a table representing the CaseTeamTemplate entities in Salesforce. |
| CaseTeamTemplateMember | Tables | This is a table representing the CaseTeamTemplateMember entities in Salesforce. |
| CaseTeamTemplateRecord | Tables | This is a table representing the CaseTeamTemplateRecord entities in Salesforce. |
| CategoryData | Tables | This is a table representing the CategoryData entities in Salesforce. |
| CategoryNode | Tables | This is a table representing the CategoryNode entities in Salesforce. |
| ChatterActivity | Tables | This is a table representing the ChatterActivity entities in Salesforce. |
| ClientBrowser | Tables | This is a table representing the ClientBrowser entities in Salesforce. |
| CollaborationGroup | Tables | This is a table representing the CollaborationGroup entities in Salesforce. |
| CollaborationGroupFeed | Tables | This is a table representing the CollaborationGroupFeed entities in Salesforce. |
| CollaborationGroupMember | Tables | This is a table representing the CollaborationGroupMember entities in Salesforce. |
| CollaborationGroupMemberRequest | Tables | This is a table representing the CollaborationGroupMemberRequest entities in Salesforce. |
| CollaborationInvitation | Tables | This is a table representing the CollaborationInvitation entities in Salesforce. |
| Community | Tables | This is a table representing the Community entities in Salesforce. |
| Contact | Tables | This is a table representing the Contact entities in Salesforce. |
| ContactFeed | Tables | This is a table representing the ContactFeed entities in Salesforce. |
| ContactHistory | Tables | This is a table representing the ContactHistory entities in Salesforce. |
| ContactShare | Tables | This is a table representing the ContactShare entities in Salesforce. |
| ContentDocument | Tables | This is a table representing the ContentDocument entities in Salesforce. |
| ContentDocumentFeed | Tables | This is a table representing the ContentDocumentFeed entities in Salesforce. |
| ContentDocumentHistory | Tables | This is a table representing the ContentDocumentHistory entities in Salesforce. |
| ContentDocumentLink | Tables | This is a table representing the ContentDocumentLink entities in Salesforce. |
| ContentVersion | Tables | This is a table representing the ContentVersion entities in Salesforce. |
| ContentVersionHistory | Tables | This is a table representing the ContentVersionHistory entities in Salesforce. |
| Contract | Tables | This is a table representing the Contract entities in Salesforce. |
| ContractContactRole | Tables | This is a table representing the ContractContactRole entities in Salesforce. |
| ContractFeed | Tables | This is a table representing the ContractFeed entities in Salesforce. |
| ContractHistory | Tables | This is a table representing the ContractHistory entities in Salesforce. |
| ContractStatus | Tables | This is a table representing the ContractStatus entities in Salesforce. |
| CronJobDetail | Tables | This is a table representing the CronJobDetail entities in Salesforce. |
| CronTrigger | Tables | This is a table representing the CronTrigger entities in Salesforce. |
| Dashboard | Tables | This is a table representing the Dashboard entities in Salesforce. |
| DashboardComponent | Tables | This is a table representing the DashboardComponent entities in Salesforce. |
| DashboardComponentFeed | Tables | This is a table representing the DashboardComponentFeed entities in Salesforce. |
| DashboardFeed | Tables | This is a table representing the DashboardFeed entities in Salesforce. |
| DeclinedEventRelation | Tables | This is a table representing the DeclinedEventRelation entities in Salesforce. |
| Document | Tables | This is a table representing the Document entities in Salesforce. |
| DocumentAttachmentMap | Tables | This is a table representing the DocumentAttachmentMap entities in Salesforce. |
| Domain | Tables | This is a table representing the Domain entities in Salesforce. |
| DomainSite | Tables | This is a table representing the DomainSite entities in Salesforce. |
| EmailServicesAddress | Tables | This is a table representing the EmailServicesAddress entities in Salesforce. |
| EmailServicesFunction | Tables | This is a table representing the EmailServicesFunction entities in Salesforce. |
| EmailStatus | Tables | This is a table representing the EmailStatus entities in Salesforce. |
| EmailTemplate | Tables | This is a table representing the EmailTemplate entities in Salesforce. |
| EntitySubscription | Tables | This is a table representing the EntitySubscription entities in Salesforce. |
| Event | Tables | This is a table representing the Event entities in Salesforce. |
| EventFeed | Tables | This is a table representing the EventFeed entities in Salesforce. |
| EventRelation | Tables | This is a table representing the EventRelation entities in Salesforce. |
| FeedComment | Tables | This is a table representing the FeedComment entities in Salesforce. |
| FeedItem | Tables | This is a table representing the FeedItem entities in Salesforce. |
| FeedPollChoice | Tables | This is a table representing the FeedPollChoice entities in Salesforce. |
| FeedPollVote | Tables | This is a table representing the FeedPollVote entities in Salesforce. |
| FieldPermissions | Tables | This is a table representing the FieldPermissions entities in Salesforce. |
| FiscalYearSettings | Tables | This is a table representing the FiscalYearSettings entities in Salesforce. |
| Folder | Tables | This is a table representing the Folder entities in Salesforce. |
| ForecastShare | Tables | This is a table representing the ForecastShare entities in Salesforce. |
| Group | Tables | This is a table representing the Group entities in Salesforce. |
| GroupMember | Tables | This is a table representing the GroupMember entities in Salesforce. |
| HashtagDefinition | Tables | This is a table representing the HashtagDefinition entities in Salesforce. |
| Holiday | Tables | This is a table representing the Holiday entities in Salesforce. |
| Lead | Tables | This is a table representing the Lead entities in Salesforce. |
| LeadFeed | Tables | This is a table representing the LeadFeed entities in Salesforce. |
| LeadHistory | Tables | This is a table representing the LeadHistory entities in Salesforce. |
| LeadShare | Tables | This is a table representing the LeadShare entities in Salesforce. |
| LeadStatus | Tables | This is a table representing the LeadStatus entities in Salesforce. |
| LoginHistory | Tables | This is a table representing the LoginHistory entities in Salesforce. |
| LoginIp | Tables | This is a table representing the LoginIp entities in Salesforce. |
| MailmergeTemplate | Tables | This is a table representing the MailmergeTemplate entities in Salesforce. |
| MobileDeviceRegistrar | Tables | This is a table representing the MobileDeviceRegistrar entities in Salesforce. |
| Name | Tables | This is a table representing the Name entities in Salesforce. |
| Note | Tables | This is a table representing the Note entities in Salesforce. |
| NoteAndAttachment | Tables | This is a table representing the NoteAndAttachment entities in Salesforce. |
| ObjectPermissions | Tables | This is a table representing the ObjectPermissions entities in Salesforce. |
| OpenActivity | Tables | This is a table representing the OpenActivity entities in Salesforce. |
| Opportunity | Tables | This is a table representing the Opportunity entities in Salesforce. |
| OpportunityCompetitor | Tables | This is a table representing the OpportunityCompetitor entities in Salesforce. |
| OpportunityContactRole | Tables | This is a table representing the OpportunityContactRole entities in Salesforce. |
| OpportunityFeed | Tables | This is a table representing the OpportunityFeed entities in Salesforce. |
| OpportunityFieldHistory | Tables | This is a table representing the OpportunityFieldHistory entities in Salesforce. |
| OpportunityHistory | Tables | This is a table representing the OpportunityHistory entities in Salesforce. |
| OpportunityLineItem | Tables | This is a table representing the OpportunityLineItem entities in Salesforce. |
| OpportunityPartner | Tables | This is a table representing the OpportunityPartner entities in Salesforce. |
| OpportunityShare | Tables | This is a table representing the OpportunityShare entities in Salesforce. |
| OpportunityStage | Tables | This is a table representing the OpportunityStage entities in Salesforce. |
| Organization | Tables | This is a table representing the Organization entities in Salesforce. |
| OrgWideEmailAddress | Tables | This is a table representing the OrgWideEmailAddress entities in Salesforce. |
| Partner | Tables | This is a table representing the Partner entities in Salesforce. |
| PartnerRole | Tables | This is a table representing the PartnerRole entities in Salesforce. |
| Period | Tables | This is a table representing the Period entities in Salesforce. |
| PermissionSet | Tables | This is a table representing the PermissionSet entities in Salesforce. |
| PermissionSetAssignment | Tables | This is a table representing the PermissionSetAssignment entities in Salesforce. |
| PermissionSetLicense | Tables | This is a table representing the PermissionSetLicense entities in Salesforce. |
| PermissionSetLicenseAssign | Tables | This is a table representing the PermissionSetLicenseAssign entities in Salesforce. |
| Pricebook2 | Tables | This is a table representing the Pricebook2 entities in Salesforce. |
| Pricebook2History | Tables | This is a table representing the Pricebook2History entities in Salesforce. |
| PricebookEntry | Tables | This is a table representing the PricebookEntry entities in Salesforce. |
| ProcessDefinition | Tables | This is a table representing the ProcessDefinition entities in Salesforce. |
| ProcessInstance | Tables | This is a table representing the ProcessInstance entities in Salesforce. |
| ProcessInstanceHistory | Tables | This is a table representing the ProcessInstanceHistory entities in Salesforce. |
| ProcessInstanceStep | Tables | This is a table representing the ProcessInstanceStep entities in Salesforce. |
| ProcessInstanceWorkitem | Tables | This is a table representing the ProcessInstanceWorkitem entities in Salesforce. |
| ProcessNode | Tables | This is a table representing the ProcessNode entities in Salesforce. |
| Product2 | Tables | This is a table representing the Product2 entities in Salesforce. |
| Product2Feed | Tables | This is a table representing the Product2Feed entities in Salesforce. |
| Profile | Tables | This is a table representing the Profile entities in Salesforce. |
| PushTopic | Tables | This is a table representing the PushTopic entities in Salesforce. |
| QueueSobject | Tables | This is a table representing the QueueSobject entities in Salesforce. |
| Quote | Tables | This is a table representing the Quote entities in Salesforce. |
| QuoteDocument | Tables | This is a table representing the QuoteDocument entities in Salesforce. |
| QuoteFeed | Tables | This is a table representing the QuoteFeed entities in Salesforce. |
| QuoteLineItem | Tables | This is a table representing the QuoteLineItem entities in Salesforce. |
| RecentlyViewed | Tables | This is a table representing the RecentlyViewed entities in Salesforce. |
| RecordType | Tables | This is a table representing the RecordType entities in Salesforce. |
| Report | Tables | This is a table representing the Report entities in Salesforce. |
| ReportFeed | Tables | This is a table representing the ReportFeed entities in Salesforce. |
| Scontrol | Tables | This is a table representing the Scontrol entities in Salesforce. |
| SelfServiceUser | Tables | This is a table representing the SelfServiceUser entities in Salesforce. |
| SetupEntityAccess | Tables | This is a table representing the SetupEntityAccess entities in Salesforce. |
| Site | Tables | This is a table representing the Site entities in Salesforce. |
| SiteFeed | Tables | This is a table representing the SiteFeed entities in Salesforce. |
| SiteHistory | Tables | This is a table representing the SiteHistory entities in Salesforce. |
| Solution | Tables | This is a table representing the Solution entities in Salesforce. |
| SolutionFeed | Tables | This is a table representing the SolutionFeed entities in Salesforce. |
| SolutionHistory | Tables | This is a table representing the SolutionHistory entities in Salesforce. |
| SolutionStatus | Tables | This is a table representing the SolutionStatus entities in Salesforce. |
| StaticResource | Tables | This is a table representing the StaticResource entities in Salesforce. |
| Task | Tables | This is a table representing the Task entities in Salesforce. To retrieve archived tasks, you must explicitly query for records with IsArchived set to True. |
| TaskFeed | Tables | This is a table representing the TaskFeed entities in Salesforce. |
| TaskPriority | Tables | This is a table representing the TaskPriority entities in Salesforce. |
| TaskStatus | Tables | This is a table representing the TaskStatus entities in Salesforce. |
| Topic | Tables | This is a table representing the Topic entities in Salesforce. |
| TopicAssignment | Tables | This is a table representing the TopicAssignment entities in Salesforce. |
| TopicFeed | Tables | This is a table representing the TopicFeed entities in Salesforce. |
| UndecidedEventRelation | Tables | This is a table representing the UndecidedEventRelation entities in Salesforce. |
| User | Tables | This is a table representing the User entities in Salesforce. |
| UserFeed | Tables | This is a table representing the UserFeed entities in Salesforce. |
| UserLicense | Tables | This is a table representing the UserLicense entities in Salesforce. |
| UserLogin | Tables | This is a table representing the UserLogin entities in Salesforce. |
| UserPreference | Tables | This is a table representing the UserPreference entities in Salesforce. |
| UserProfile | Tables | This is a table representing the UserProfile entities in Salesforce. |
| UserRecordAccess | Tables | This is a table representing the UserRecordAccess entities in Salesforce. |
| UserRole | Tables | This is a table representing the UserRole entities in Salesforce. |
| Vote | Tables | This is a table representing the Vote entities in Salesforce. |
| WebLink | Tables | This is a table representing the WebLink entities in Salesforce. |
| JobRecordResultsV2 | Views | Retrieves a list of records for a specific job. |
| PickListValues | Views | This table lists picklist values for the specified TableName. |
| TableRelationships | Views | Lists relationships in the specified table. |
The provider can also expose custom entities on your Salesforce account that are not mentioned in the Tables. You can query against these custom entities as with any other table. Additionally, you can query against custom fields of standard entities.
There is a naming limitation that applies to the lists and to the custom fields. Empty spaces in list names are converted to underscores for the table names. Also, all custom fields and custom entities are identified by Salesforce with a __c appended to the end of the name.
Advanced Settings
To view a detailed advanced settings options, go to Salesforce Advanced Settings. Complete list of the parameters you can configure in the connection string can be found by clicking Connection String Parameters.