Connect Salesforce with Bold Data Hub

The Bold Data Hub Salesforce connector loads data from your Salesforce account into Bold Reports^®. Salesforce is a cloud platform for sales, marketing, and customer service operations.

What Salesforce credentials do I need?

The Bold Data Hub Salesforce connector needs your Salesforce user_name, password, and security_token to set up your pipeline. Use your login credentials for the user_name and password.

Obtain Security Token

You get the Salesforce security_token for Bold Data Hub by resetting it in your Salesforce personal settings.

1. Log in to Salesforce with your credentials.
2. Click your profile picture/avatar at the top right.
3. Select Settings from the drop-down.
4. Under Personal Setup in the sidebar, choose My Personal Information > Reset My Security Token.
5. Click Reset Security Token.
6. Check your email for the token sent by Salesforce.

Connection Properties

The Salesforce connector in Bold Data Hub reads the following properties from the config section of a YAML file:

Connectorname: Salesforce
Username: UserName
Password: Password
Security_token: Salesforce security token

Example Configuration

The following Bold Data Hub YAML template shows a complete Salesforce extractor configuration:

version: 1
encrypt_credentials: false
plugins:
  extractors:
    - name: Salesforce_data
      connectorname: Salesforce
      config:
        username: <USERNAME>
        password: <PASSWORD>
        security_token: <SECURITY TOKEN>
      select:
        - TABLE1
        - TABLE2

How do I connect Salesforce in Bold Data Hub?

You connect Salesforce by creating a project in Bold Data Hub and adding the Salesforce template to it.

1. Click the Bold Data Hub icon on the Navigation Pane.

   

2. Click Add Project and enter a name for the new project.

   

3. Select the newly created project and add the Salesforce template.

   

4. Update the user name, password, and security token in the template, and update the resources in the select property.

5. Click Save and choose the destination to save the pipeline.

   

Creating a pipeline in Bold Data Hub automatically creates a data source in Bold Reports^®. The Bold Reports^® data source is a live data source to the destination database used in Bold Data Hub.

Which Salesforce resources are supported?

The Bold Data Hub Salesforce connector supports the following resources:

The available resources are supported in Salesforce
- User
- UserRole
- Lead
- Contact
- Campaign
- Product2
- Pricebook2
- PricebookEntry
- Opportunity
- OpportunityLineItem
- OpportunityContactRole
- CampaignMember
- Account
- CampaignMember
- Task
- Event  

Warning:

1. The `Encrypt_Credentials` property should be set to false when updating the new access token on the template. If you have modified other properties, such as 'select' or 'account id', the `Encrypt_Credentials` property must be set to true.  
2. The default lifetime of the access token is 1 hour. Therefore, you need to convert it to a long-lived access token to use the same token for 60 days. Existing tables should be maintained even if the token has expired or is being used as an invalid token.

How do I schedule the Salesforce pipeline?

You schedule the Salesforce pipeline in Bold Data Hub from the schedules tab, or you run it on demand.

1. To configure interval-based scheduling, click the schedules tab, select the created pipeline, click the schedule icon, and configure the schedule.

   

   

2. For an on-demand refresh, click the Run Now button.

   

3. Check the schedule history with the history option and the logs.

   

4. Click Logs to see whether the run is completed and the data source is created in Bold Reports^®.

   

5. Click the Edit DataSource option to view the created tables.

Frequently asked questions

Which Salesforce objects can Bold Data Hub load?

The Bold Data Hub Salesforce connector supports objects such as User, Lead, Contact, Campaign, Opportunity, Account, Task, and Event. The full list is in the supported resources section.

Where do I get the Salesforce security token?

In Salesforce, go to Settings > My Personal Information > Reset My Security Token. Salesforce sends the token to your email.

See also

• Connect Salesforce Reports with Bold Data Hub
• Schedule Bold Data Hub jobs
• Work with Bold Data Hub pipelines