Salesforce | Polytomic Docs

Supports:

✅ Models
✅ Model sync destination
✅ Bulk sync source
✅ Connection Proxy

Connection

Configuration

Name	Type	Description	Required
`connect_mode`	`string`	Authentication method Accepted values: `browser`, `clientcredentials` ↓, `code`, `api`	`true`
`domain`	`string`	Domain The Salesforce instance’s login domain, e.g. acmecorp.my.salesforce.com	`true`
`oauth_refresh_token`	`string`		`false`

`connect_mode`

When `connect_mode` is `clientcredentials`

Name	Type	Description	Required
`client_id`	`string`	Client ID	`true`
`client_secret`	`string`	Client Secret	`true`

`oauth_token_expiry`

When `oauth_token_expiry` has a value

Name	Type	Description	Required
`enable_multicurrency_lookup`	`boolean`	Enable multicurrency source field support If incremental mode for bulk-syncing from Salesforce formula fields is enabled, setting this to true extends support to accurate currency conversions.	`false`
`enable_tooling`	`boolean`	Enable support for Tooling API If true, expose objects from the Salesforce Tooling API in the Polytomic bulk sync source object list.	`false`
`enforce_api_limits`	`boolean`	Enforce API limits If true, Polytomic will restrict itself to a fixed daily cap of Salesforce API calls enforced by the number in daily_api_calls.	`false`

`enforce_api_limits`

When `enforce_api_limits` is `true`

Name	Type	Description	Required
`daily_api_calls`	`integer`	Daily call limit The daily Salesforce API call cap that Polytomic should adhere to.	`true`

Example

1 {
2   "name": "Salesforce connection",
3   "type": "salesforce",
4   "configuration": {
5     "connect_mode": "",
6     "domain": "acmecorp.my.salesforce.com",
7     "oauth_refresh_token": "dasfdasz62px8lqeoakuea2ccl4rxm13i6tbyorxhu1i20kc8ruvksmzxq"
8   }
9 }

Read-only properties

Name	Type	Description	Required
`instance_url_override`	`string`	Instance URL override This URL will be used for API requests instead of the one provided by Salesforce during OAuth.	`false`
`username`	`string`	Salesforce user	`false`

Model Sync

Source

Configuration

Name	Type	Description	Required
`include_deleted`	`boolean`	Include deleted records	`false`
`query`	`string`		`false`
`table`	`string`	Object	`false`

Example

1 {
2   ...
3   "configuration": {
4     "include_deleted": false,
5     "query": "select Id from Contact",
6     "table": "Contact"
7   }
8 }

Target

Salesforce connections may be used as the destination in a model sync. Some destinations support additional configuration.

Lead or Contact

Applies to:

multi:leadOrContact

Configuration

Name	Type	Description	Required
`bulk_batch_size`	`integer`	Bulk batch size	`false`
`concurrency_mode`	`string`	Concurrency mode Accepted values: `Parallel`, `Serial`	`false`
`create_records_as`	`string`	Create new records as Accepted values: `Contact`, `Lead`, `ContactIfAccountId`	`true`
`ingestion_api`	`string`	Ingestion API Accepted values: `automatic`, `bulk`, `rest`	`true`
`rest_batch_size`	`integer`	REST batch size	`false`

Example

1 {
2   ...
3   "target": {
4       "configuration": {
5         "bulk_batch_size": 100,
6         "concurrency_mode": "Parallel",
7         "create_records_as": "",
8         "ingestion_api": "bulk",
9         "rest_batch_size": 200
10     }
11   }
12 }

Leads

Applies to:

Lead

Configuration

Name	Type	Description	Required
`bulk_batch_size`	`integer`	Bulk batch size	`false`
`concurrency_mode`	`string`	Concurrency mode Accepted values: `Parallel`, `Serial`	`false`
`ingestion_api`	`string`	Ingestion API Accepted values: `automatic`, `bulk`, `rest`	`true`
`insert_null_values`	`boolean`	Copy null values	`false`
`invalid_relationships`	`string`	Records with invalid relationship IDs Accepted values: `error`, `omit_values`, `omit_records`	`true`
`only_sync_different`	`boolean`	Only update if different from Salesforce	`false`
`rest_batch_size`	`integer`	REST batch size	`false`
`skip_converted`	`boolean`	Ignore converted and duplicate Leads	`false`

Example

1 {
2   ...
3   "target": {
4       "configuration": {
5         "bulk_batch_size": 100,
6         "concurrency_mode": "Parallel",
7         "ingestion_api": "bulk",
8         "insert_null_values": false,
9         "invalid_relationships": "",
10         "only_sync_different": false,
11         "rest_batch_size": 200,
12         "skip_converted": false
13     }
14   }
15 }

Other targets

Configuration

Name	Type	Description	Required
`bulk_batch_size`	`integer`	Bulk batch size	`false`
`concurrency_mode`	`string`	Concurrency mode Accepted values: `Parallel`, `Serial`	`false`
`ingestion_api`	`string`	Ingestion API Accepted values: `automatic`, `bulk`, `rest`	`true`
`insert_null_values`	`boolean`	Copy null values	`false`
`invalid_relationships`	`string`	Records with invalid relationship IDs Accepted values: `error`, `omit_values`, `omit_records`	`true`
`only_sync_different`	`boolean`	Only update if different from Salesforce	`false`
`rest_batch_size`	`integer`	REST batch size	`false`
`sort_batches_by`	`string`	Sort batches by	`true`

Example

1 {
2   ...
3   "target": {
4       "configuration": {
5         "bulk_batch_size": 100,
6         "concurrency_mode": "Parallel",
7         "ingestion_api": "bulk",
8         "insert_null_values": false,
9         "invalid_relationships": "",
10         "only_sync_different": false,
11         "rest_batch_size": 200,
12         "sort_batches_by": "AccountId"
13     }
14   }
15 }

Bulk Sync

Source

Salesforce connections may be used as a bulk sync source. No additional configuration options are required.

Connection

Configuration

connect_mode

When connect_mode is clientcredentials

oauth_token_expiry

When oauth_token_expiry has a value

enforce_api_limits

When enforce_api_limits is true

Example

Read-only properties

Model Sync

Source

Configuration

Example

Target

Lead or Contact

Configuration

Example

Leads

Configuration

Example

Other targets

Configuration

Example

Bulk Sync

Source

`connect_mode`

When `connect_mode` is `clientcredentials`

`oauth_token_expiry`

When `oauth_token_expiry` has a value

`enforce_api_limits`

When `enforce_api_limits` is `true`