Knowledge Base

Creating a Salesforce Bulk Data Source

How can we help?

Browse Common Categories

Getting Started with

Creating a Salesforce Bulk Data Source

  1. On the left side options column expand Data Sources, expand Bulk Sources, and click on Query.

  2. On the Query Data Sources page click Create Bulk Query button.

  3. On the New Query Data Source page click the Salesforce Query button.

  4. The page to configure the Salesforce query opens.

  5. Enter a Name for the query.
  6. Connection – select the Salesforce connection to be used from the dropdown list.
  7. Click Validate.
  8. If the validation is successful, the Base Object field becomes active.
  9. From the dropdown list select the object to be used as the Base Object in the query.
  10. Enter the SOQL Query.
  11. Click Preview to see the data that will be returned.
  12. Save the Query.

Email an Expert

Start a Ticket

Chat with Us


Submit a Ticket


Call Us

  • Microsoft Dynamics 365
Get Started

SmartConnect is designed with specialty & deep experience in the core technologies we focus on.

iPAAS & on-premise integration tools that let you connect your cloud and on-premise applications.

© 2023 SmartConnect|eOneSolutions
Cloud Terms of ServicePrivacy PolicyTerms of ServiceEULA

How can we help?