Salesforce Export Integration

Salesforce (SFDC) is a leading customer relationship management (CRM) platform. It provides CRM software and applications focused on sales, customer service, marketing automation, e-commerce, analytics, and application development. Over 150,000 companies, both big and small, are growing their businesses with Salesforce.

This TD export integration allows you to write job results from Treasure Data directly to version 2 of SFDC.

• A Salesforce.com account with API access.
  • For Credentials authentication: username, password, and security token.
  • For Client Credentials or OAuth authentication: a client ID and client secret from a Connected App or External Client App (ECA).
• The "API Enabled" permission is enabled.
• A target Salesforce.com object should exist, and you should have permissions to read and write to it.
• The "Hard delete" permission is enabled for your user profile

If your security policy requires IP whitelisting, you must add Treasure Data's IP addresses to your allowlist to ensure a successful connection.

Please find the complete list of static IP addresses, organized by region, at the following document

SFDC V2 output supports these authentication types:

• Credentials (Deprecated)
  • This method is deprecated. Salesforce External Client Apps (ECA) do not support the Username-Password OAuth flow. Migrate to Client Credentials or OAuth.
• OAuth
• Session ID (Deprecated)
  • This method is deprecated. Migrate to Client Credentials or OAuth.
• Client Credentials (Recommended for External Client Apps)
  • Uses OAuth 2.0 Client Credentials Flow. Requires only client_id and client_secret. No username, password, or security token needed.

These instructions guide you to set up an External Client App (ECA) on Salesforce to use the Client Credentials Flow.

1. Go to Setup > Apps > External Client Apps > External Client App Manager.
2. Add new or edit your app.
3. In the Settings tab, click Edit.
4. Expand OAuth Settings.
5. Add the required OAuth Scopes.
6. Check Enable Client Credentials Flow.
7. Click Save.

1. In the Policies tab, click Edit.
2. Expand OAuth Policies.
3. Check Enable Client Credentials Flow.
4. Fill in Run As (Username) — this is the Salesforce user the integration will run as.
5. Click Save.

After saving, note your app's Consumer Key (client_id) and Consumer Secret (client_secret) from the Settings tab — you will need these to configure the connection in Treasure Data.

1. Open Treasure Console.
2. Navigate to Integrations Hub > Catalog.
3. Search for salesforce and select salesforce.
4. Select Create Authentication.

5. Type the credentials to authenticate:

The full parameter reference:

6. Select Continue.
7. Type a name for your connection.
8. Select Done

1. Navigate to Data Workbench > Queries.

2. Select New Query.

3. Run the query to validate the result set. For example, a query could look something like this:

1. Select Export Results.

2. You can select an existing authentication or create a new authentication for the external service to be used for output. Choose one of the following:

Use Existing Integration

Create New Integration: For plugins that support OAuth, we can not use this option. It will force the user to back to the catalog and create a connection there

For Use Existing Integration

3. After you have entered the required information in the fields, select Done.

You can use Scheduled Jobs with Result Export to periodically write the output result to a target destination that you specify.

Treasure Data's scheduler feature supports periodic query execution to achieve high availability.

When two specifications provide conflicting schedule specifications, the specification requesting to execute more often is followed while the other schedule specification is ignored.

For example, if the cron schedule is '0 0 1 * 1', then the 'day of month' specification and 'day of week' are discordant because the former specification requires it to run every first day of each month at midnight (00:00), while the latter specification requires it to run every Monday at midnight (00:00). The latter specification is followed.

1. Navigate to Data Workbench > Queries

2. Create a new query or select an existing query.

3. Next to Schedule, select None.

4. In the drop-down, select one of the following schedule options:

   Drop-down Value	Description
   Custom cron...	Review Custom cron... details.
   @daily (midnight)	Run once a day at midnight (00:00 am) in the specified time zone.
   @hourly (:00)	Run every hour at 00 minutes.
   None	No schedule.

 *    *    *    *    *
 -    -    -    -    -
 |    |    |    |    |
 |    |    |    |    +----- day of week (0 - 6) (Sunday=0)
 |    |    |    +---------- month (1 - 12)
 |    |    +--------------- day of month (1 - 31)
 |    +-------------------- hour (0 - 23)
 +------------------------- min (0 - 59)

The following named entries can be used:

• Day of Week: sun, mon, tue, wed, thu, fri, sat.
• Month: jan, feb, mar, apr, may, jun, jul, aug, sep, oct, nov, dec.

A single space is required between each field. The values for each field can be composed of:

1. (Optional) You can delay the start time of a query by enabling the Delay execution.

Save the query with a name and run, or just run the query. Upon successful completion of the query, the query result is automatically exported to the specified destination.

(Optional) You can delay the start time of a query by enabling the Delay execution.

You can also send segment data to the target platform by creating an activation in the Audience Studio.

1. Navigate to Audience Studio.
2. Select a parent segment.
3. Open the target segment, right-mouse click, and then select Create Activation.
4. In the Details panel, enter an Activation name and configure the activation according to the previous section on Configuration Parameters.
5. Customize the activation output in the Output Mapping panel.

• Attribute Columns
  • Select Export All Columns to export all columns without making any changes.
  • Select + Add Columns to add specific columns for the export. The Output Column Name pre-populates with the same Source column name. You can update the Output Column Name. Continue to select + Add Columnsto add new columns for your activation output.
• String Builder
  • + Add string to create strings for export. Select from the following values:
    • String: Choose any value; use text to create a custom value.
    • Timestamp: The date and time of the export.
    • Segment Id: The segment ID number.
    • Segment Name: The segment name.
    • Audience Id: The parent segment number.

6. Set a Schedule.

• Select the values to define your schedule and optionally include email notifications.

7. Select Create.