Documentation

Salesforce Integration

Alooma can read and replicate all of the Salesforce objects from your Salesforce account, including custom objects. This allows you to, among other scenarios, merge client usage data with payment data to get insights on your business.

Before you start

Before you can start importing your Salesforce data into your data destination, you'll need to make sure that you have set the correct permissions on the objects you'd like to import.

Alooma synchronizes Salesforce data (including inserts, updates, and deletes) every 15 minutes. The synchronization contributes to your API calls count. Alooma tries to use Salesforce's Bulk API whenever possible as it is more efficient and saves calls (retrieves more data in a single call).

Our API call usage can be approximated using this formula: 4 (syncs per hour) * 24 (hours a day) * (number of replicated Salesforce objects) * 10 (API calls per object).

The first synchronization may take a few more API calls as the large batch of historical data is copied, and uses Salesforce's bulk API.

Once you've created a Salesforce input, you can see the status of the input synchronization in the upper left of the Live tab.

Setting Permissions

A Salesforce admin user will have to set "View All Data" permission on all of the objects you'd like to replicate.

You will also need to make sure that API Access is enabled.

Setting up the integration

You can connect Salesforce to Alooma in just a few steps:

  1. From the plumbing screen, select Add new input.

  2. Select Salesforce from the list of inputs.

  3. Select the type of Salesforce instance (Production or Sandbox) and then click Connect to Salesforce. You will be prompted to log in to Salesforce. Enter your username and password.

  4. Provide a name for the input. We’ll use the input name in the UI, but it won’t affect event naming. Note that after creation, the input name cannot be changed.

  5. Select the objects you want to replicate from the list of available objects.

  6. Under Advanced Settings, you can specify the start date for pulling data. Alooma will "backfill" data from this date. If you do not specify a date, Alooma will pull all historical data.

  7. [Optionally] If you have strict Salesforce API call quotas, set a quota for the daily and bulk APIs. When we've hit the quota, we'll pause for 24 hours and then pick up where we left off.

Keep the mapping mode to the default of OneClick if you'd like Alooma to automatically map all Salesforce objects as is to your data destination. Otherwise, they'll have to be mapped manually from the Mapper screen.

That's it, you're ready to replicate your Salesforce objects to your data destination!

Additional information

The names of the objects that appear in the UI are the object names as they appear in Salesforce, without  the trailing __c (which indicates a custom object). This is a key difference to note between the Alooma API and the UI.

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