How Does Sales Cookie Retrieve SFDC Data?
Securing Access
When you add a SalesForce connection to your workspace, you specify an account to use for authentication purposes.
You can restrict permissions as needed, for example:
- Only grant this account read-only access
- Only grant this account access to entities we should read from
Make sure not to enable MFA authentication as this will prevent automated logins. To connect to a sandbox environment, prefix the user name with "sandbox:" (ex: "sandbox:John"). The connection is always read-only. We will never write back to SalesForce. To verify everything is correct, click "Test".
Data Retrieval
We retrieve data incrementally from multiple data sources within SalesForce. Each data source will be a list view or a report.
We retrieve data incrementally from multiple data sources within SalesForce. Each data source will be a list view or a report.
- We support any personal, shared, or system view defined within SalesForce
- Ex: "All Opportunities", "Recent Orders", etc.
- We also support reports, although those come with limitations
- SFDC reports only support up to 2000 records for reports
We will retrieve data incrementally using SFDC's standard REST APIs. For example, suppose that you choose to sync from list view "Closed Won Opportunities". We will retrieve SOQL from this list view. We will then use this SOQL to retrieve data incrementally, based on each record's last modified date. Any new or changed record will be processed and stored as a transaction in Sales Cookie.
Data Sync
Data synchronization is efficient because it is incremental. As a matter of precaution, we do not synchronize records which have been hard-deleted in SalesForce. Learn more here. Also, make sure that the filter on your list view or report is not too aggressive. It is often best to include more records in your SalesForce list view or report, and filter within Sales Cookie. Learn more here.