Salesforce is a cloud-based customer relationship management (CRM) platform for every part of your company that interacts with customers — including marketing, sales, commerce, service, and more.

Salesforce provides companies with an interface for case management and task management, and a system for automatically routing and escalating important events. The Salesforce customer portal provides customers the ability to track their own cases, includes a social networking plug-in that enables the user to join the conversation about their company on social networking Web sites, provides analytical tools and other services including email alert, Google search, and access to customers’ entitlement and contracts.

Connecting to Salesforce

Mammoth allows you to connect to your Salesforce account and get the data into Mammoth.

  1. Select API & Databases from the ‘Add Data’ menu and click on Salesforce.

  2. Click on New Connection and log into your Salesforce account.

    Salesforce login

    Fig. 49 Adding a new Salesforce connection

  3. Select the account and click on Next.

    Salesforce login

    Fig. 50 Choosing an account

Once your Salesforce account is connected with Mammoth, you will be presented with a list of tables and views in that database.

  • Select the desired table to get a preview.

  • Write a SQL query or run a test query and preview the result.

  • Click on Next.

    Salesforce profile

    Fig. 51 Choosing a table

After you have selected the table you want to work on, you get options to configure it as follows:

  • Save as new dataset: You can use this option to rename the table and save it as a new dataset.

  • Retrieval frequency: This is to set the frequency of the data import.

  • Start retrieving: This is to decide when to initiate the data import - Now or Later.

  • On refresh: You can choose what happens to new data Schedule pull. There are three option to choose from - Replace all data, Add new data since data pull, Replace with new data since new pull.

Scheduling your Data Pulls

You can start retrieving the data now or at a specific time. Further schedule the data imports to get the latest data from your Database at a certain time interval - just once, daily, weekly or monthly.

On every data pull from your Database, you also have options to - Replace all data, Add new data since data pull, or Replace with new data since new pull.

On choosing options Add new data since data pull or Replace with new data since new pull, you will get an option to choose a unique sequence column. Using this column, on refresh, Mammoth will pick up all the rows that have greater value in this column than the previous data pull.