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====== Salesforce ====== | ====== Salesforce ====== | ||
- | === Working with the Salesforce connector | + | ===== General Overview ===== |
The Salesforce CRM connector lets you pull Salesforce data on an object level. The currently supported objects are: | The Salesforce CRM connector lets you pull Salesforce data on an object level. The currently supported objects are: | ||
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< | < | ||
- | === Date range === | + | ===== Frequently asked questions ===== |
- | * **Relative** \\ Filter for a relative date range in which the objects requested were last modified at (e.g. Contact Last Modified Date for any field related to Contacts). \\ Example: < | + | ==== How to work with dates in the Salesforce connector? ==== |
- | * **Absolute** \\ Filter for an absolute | + | * **Relative** \\ Filter for a relative |
- | * **Not specified** \\ If neither | + | * **Absolute** \\ Filter for an absolute date range in which the objects |
- | === Working | + | * **Not specified** \\ If neither absolute or relative date ranges are specified from the requested objects last modified in the last 3days (e.g. Contact Last Modified Date for any field related to Contacts) will be returned. |
+ | |||
+ | ==== How to work with custom fields | ||
In case your Salesforce instance has custom fields and custom objects you can also query them. The syntax is slightly different. First of all you would need to identify the ***API Name*** of the custom field. You can do so by navigating to Setup -> Customize -> Under any Standard Object -> Fields. | In case your Salesforce instance has custom fields and custom objects you can also query them. The syntax is slightly different. First of all you would need to identify the ***API Name*** of the custom field. You can do so by navigating to Setup -> Customize -> Under any Standard Object -> Fields. |