Configuring Salesforce

Learn how to configure Salesforce so that you can move data out of Salesforce by using Apache NiFi.

  1. Log in to Salesforce.
  2. Click the gear icon at the top-right corner of the window.
    The Setup Home page appears.
  3. Go to the Object Manager tab.
    You can view the available standard Salesforce objects to be queried.

  4. Select an object.
    For example, select Account.
  5. Go to the Fields & Relationships tab.

    This tab displays some of the accessible fields (columns). These fields can be utilized in the Field Names processor property as well as the Custom WHERE condition. For more details, see Salesforce Object Query Language (SOQL).
  6. Navigate to a Salesforce application, such as Service, to create a record for Account.

  7. Create a new account on the Service page's Account tab, which will be added as a record (row) to the Account table.
  8. Click the gear symbol in the top right corner of the window to return to the Setup page.