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About the Salesforce collector

Use this collector to harvest metadata for Salesforce Objects and Fields, Reports, and Dashboards, and make it searchable and discoverable in data.world.

Important

The Salesforce collector can be run in the Cloud or on-premise using Docker or Jar files.

Note

The latest version of the Collector is 2.246. To view the release notes for this version and all previous versions, please go here.

sample_salesforce.png

What is cataloged

The collector catalogs the following information.

Table 1.

Object

Information cataloged

Object

Name, Description, Custom Object (true or false), Mergeable Object (true or false), Queryable Object (true or false)

Field

Name, Description, Field Type, Security Classification, Compliance Group, Inline Help Text, Length, Default Value, Formula (calculated fields), Allowed Values (picklist fields)

Dashboard

Name, Type, External URL

Report

Name, Type, Format

Report Columns

Name, Fully-Qualified Name



Relationships between objects

By default, the harvested metadata includes catalog pages for the following resource types. Each catalog page has a relationship to the other related resource types. If the metadata presentation for this data source has been customized with the help of the data.world Solutions team, you may see other resource pages and relationships.

Table 2.

Resource page

Relationship

Object

Fields

Field

Object

Report

Report Column

Report Column

Report



Lineage for Salesforce

The following lineage information is collected by the Salesforce collector.

Table 3.

Object

Lineage available

Field

Report Column that uses data from the field



Authentication supported

  • The collector supports OAuth authentication to Salesforce. Salesforce supports OAuth via connected applications.