How do I import data from salesforce?

Linear Actuator

How do I import data from salesforce?

I have data in salesforce that i want to bring in to Paxata. How do i accomplish it?
Labels (1)
0 Kudos
1 Reply
Linear Actuator

Assuming the Salesforce data source has been established by your tenant administrator, these are the steps:
1) go to the Library
2) click + Import
3) from the list of data sources choose the Salesforce data source
4) choose what you want to import, you may:
   4a) import a Salesforce object (like, Account)
   4b) import a Salesforce report (scroll all the way to the bottom of the list of object and click on "Reports"
   4c) import the results of a SOQL query - click on the "Create Query" link and paste/write your SOQL
5) once you have selected the desired Object/Report/Query, click finish

If your tenant admin has not established the Salesforce data source, the first two minutes of this video addresses that part of the process. 

0 Kudos