Skip to main content
Feedback

Salesforce (Legacy) FAQ

1. What if the field is not a date but an integer ID field?

If you are mapping fields in Salesforce and encounter a field expected to be a date, but it is actually an integer (such as an ID field), you need to correct the mapping by selecting the appropriate data type (integer) during the field mapping process. Dates should not be substituted with integer ID fields, as this discrepancy can cause issues during data retrieval.

2. How do I pull leads from Salesforce?

To pull Leads from Salesforce into your target database (for example, Snowflake, BigQuery), you can use the Salesforce connector in Data Integration. This process involves setting up a data river, specifying Salesforce as the source, selecting the Leads object, and mapping the relevant fields to your target.

3. Can I create a scholarship committee website that integrates with my data process?

Yes, you can create a website that receives student details and uploads documents for a scholarship committee review using a custom solution. This can be done using tools such as Flask (Python), Node.js, or a no-code platform like WordPress. The platform can enable students to upload documents, which will be reviewed by a committee to determine eligibility.

4. Why is the date not available as a data type in Salesforce mapping?

If the Date does not appear as a data type in Salesforce mapping, it may be due to an issue with how the fields were defined or imported.

Ensure that the field in Salesforce is correctly configured as a date and that the mapping tool in Data Integration is synced to recognize that field. This can also happen if the date field is formatted improperly in Salesforce.

5. What causes the Salesforce Error: 'Must be of type date and should not be enclosed in quotes'?

This error occurs when you attempt to pass a value to a date field that is either not a valid date format or has been incorrectly enclosed in quotes (as a string). Ensure the date value you are passing:

  • Matches the required format (e.g., YYYY-MM-DD).

  • not enclosed in quotation marks.

6. Auto-mapping in the Mapping attribute hangs and does not retrieve data. What should I do?

When the auto-mapping feature in Salesforce hangs or fails to retrieve data, this could be caused by connectivity issues, invalid API credentials, or a mis-configuration in the mapping setup.

Try the troubleshooting steps:

  • Refresh your session.

  • Verify the connection and API credentials.

  • Manually map the fields.

7. Is there a limit on rows to import from a file?

Data Integration typically supports large file imports, but limits may depend on the specific connection type and target database. For instance, Salesforce API limits or Snowflake memory constraints may affect performance. You can consult Data Integration’s documentation or adjust batch sizes in the configuration.

8. How do I load data from Salesforce into Snowflake?

To load data from Salesforce into Snowflake using Data Integration, you can create a river that specifies Salesforce as the source and Snowflake as the target. Use the Salesforce connector to define the objects you want to pull (e.g., Leads, Opportunities) and set the target as your Snowflake schema and table.

9. Can Data Integration run a query in Salesforce and return a response?

Yes, Data Integration can handle this via API integration. You can set up a river to take inputs, execute a query against Salesforce, retrieve a specific value, and return a response to your request. The API method in Data Integration allows you to define input/output configurations for such operations.

10. Does Data Integration support soft deletes?

Yes, Data Integration supports soft deletes through its data extraction process. By using an incremental extraction mode, Data Integration can detect and handle changes in Salesforce, including soft deletes, where records are flagged as deleted but not physically removed from the database.

On this Page