Extracting Data from Salesforce

Prior to setting up data extraction from Oracle CRMOD familiarize yourself with the latest implementation and usage notes at Salesforce Connector and Salesforce Extraction Prerequisites.

Troubleshooting

If the SFDC extraction fails with error, "maximum number of retries reached, marking extraction as failed : INVALID_QUERY_LOCATOR", note that the INVALID_QUERY_LOCATOR error is returned by the SalesForce.com application. It is not a Birst connector issue.

Check the following...

Are you performing extraction using the same SalesForce.com user in other spaces at the same time? Are you using the SalesForce.com user in another system at the same time?

Reasoning:

While extraction - at max 4 query locators are being used by SalesForce.com connector in one space. As per limitation set at SalesForce.com server side, a user can have at max 10 query locators at a time. If the SalesForce.com connector extraction is performed from two other spaces or the same SalesForce.com user is querying the data from other systems, this error can be encountered.

To extract data from Salesforce

On the Home page select a space or create a new one. This is the space to which the data will be uploaded.

Go to Admin - Define Sources - Application Connectors. Alternatively, click the Use Extractors link on the Admin Navigation page.

Click New in the Connections panel.

In Connection Details name the connection.

Select Salesforce as the Connector Type.

Set the Connector API Version.

For new spaces, select the latest API version (highest version number).

For existing spaces, test the latest API version before changing from the default API version to the latest API version.

Birst determines which version is the default. If the selected API version is no longer available in Birst, the default API version will be automatically assigned. If the default API version is selected, when Birst changes to a new API version as the default, existing spaces will be automatically upgraded to the new default API version.

Enter your Salesforce login information, then click Login to connect Infor to your Salesforce.com account. (Your login credentials will be automatically saved the first time you log in so you won't have to type this information again.)
If the security for your Salesforce.com account is token-based, you will need to provide a Salesforce.com security token as part of your password. For example, if your password is mypassword and your security token is XXXXX, you must enter mypasswordXXXXX to log in. To reset your Salesforce.com security token, log in to Salesforce.com and click your name at the top, then click Setup, My Personal Information, Reset My Security Token, then click the Reset Security Token button. Your new security token will be emailed to the email address associated with your Salesforce.com account.

After you log in to your account, a list of available Salesforce.com data objects will be displayed in the table at the bottom of the page. If you have imported objects before, the objects you selected last time will be displayed.

Tip: You can toggle between Show Selected Objects or Show All Objects.

Click Show All Objects and select the Salesforce data objects you would like to upload to Infor and click Save.

10.

To add a source based on a Salesforce.com query, click Add Query Object. This feature allows you to edit the SOQL query for an object in order to select the specific columns you want to extract from the object and add a WHERE clause if desired using a date or a Birst variable to filter the data that is extracted. See Adding a Source Based on a Salesforce Query for information.

11.

After selecting the objects to upload, select the Show Selected Objects view. In the Extract Group Name(s) field, you can specify the name of one or more extract groups (separated by commas) for each object so that specific objects can be extracted and processed separately from others. Click the Save button after adding extract group names. See Creating Extract Groups for more information.

Extract groups are optional. You can leave the field blank if you do not want to use them.

Tip: To remove an object from the extraction list, click the

icon in the Remove column on the right.

12.

Click Extract to upload the selected objects to Birst. If you have extract groups defined, you will be prompted to select the extract group(s) to use.

Selecting All in the Extract Group dialog box will extract all selected objects, even those that do not belong to extract groups.

13.

Depending on the size of the data objects, the extraction may take a few minutes. You can safely log out of Infor while the extraction takes place and log back in later.

Tip: To cancel the extraction, click the Cancel Extract link under the progress bar.

14.

When the extraction is finished, in the Show Selected Objects view, the objects you extracted will be displayed in the Data Sources table with an updated date and time under Last Updated.

Tip: Click the Last Extract Log link to view the logs from the data extraction and check for errors.

Next Steps

Use the Manage Sources page to view the columns and raw data from the extracted objects. When you are ready to process the extracted data, go to the Process New Data page under the Process Data tab. To schedule extractions from Salesforce, use the Schedule Data Processing page under the Process Data tab.