Overview

The Salesforce plugin enables Mitto to pipe data from Salesforce and store the data in a database.

Steps to create Salesforce jobs in Mitto

To pipe data from Salesforce to Mitto, following the steps below.

1. On the bottom left of your Mitto screen, click on Add Job.

2. Click on the Salesforce connector.

3. On the next page, you will see a "Connect to Salesforce" screen. Enter in your Username and Password to your Salesforce account.

Salesforce uses username/password authentication plus one additional mechanism, either a:

  • security token, or
  • whitelisted IP address

The security token is the easiest to use, especially if there are no other integrations with the specified account.

  • To obtain your security token (if you don't already know it), open another browser and go to your Salesforce page.
  • Click on your Salesforce profile icon on the upper right hand corner of the page.
  • Next, click on Settings.
  • Select Reset My Security Token in the left hand navigation.
  • Click the Reset Security Token button.
  • The resulting token will be emailed to the user

The other option is whitelisting Mitto's IP.

  • Click the gear icon in the upper right hand corner of Salesforce.
  • Select Setup.
  • In the Quick Find text box of the left hand navigation type: "Network Access"
  • Click New
  • Enter Mitto's hostname or IP

4. Whether you decided to take the security token route or the whitelist IP address route, make sure to enter in the information correctly in the Mitto wizard. If you decided to take the whitelist IP route, make sure to click on the The IP address of this instance is whitelisted checkbox in order to input your organization ID.

5.    Check Sandbox if your Salesforce instance is a sandbox instance.

6. After finishing up with this page, select Next.

7. The next screen asks you to select which Salesforce jobs to enable in the resulting Salesforce sequence. You can choose to enable all the jobs or you can disable all to pick and choose which jobs you want to be added. Whether or not a job is enabled, it will be created and added to the sequence.

Select Next after you have chosen which jobs you want to add.

8. On the next screen, specify the output of your data.

After this, click Save.

Congratulations! You have just added Salesforce to Mitto. Next, you will want to schedule your Salesforce job(s). Learn how to schedule your job here.

Customize Salesforce Mitto Jobs

Using SOQL queries

By default, a Salesforce Mitto job will pull all records from a Salesforce object. In Salesforce Object Query Language (SOQL) terms this is the equivalent of:

SELECT * FROM {object};

Salesforce SOQL doesn't actually allow SELECT *, so Mitto ends up describing the Salesforce object and adding every column to a SOQL query.

For example:

SELECT Id,IsDeleted,AccountId,RecordTypeId,Name,Description,StageName,Amount,... FROM Opportunity;

The default input of a Salesforce Mitto job config looks like this:

"input": {
        "credentials": {
            ...
        },
        "sobject": "Opportunity",
        "upsert_field": "SystemModstamp",
        "use": "sfdc.iov2#SalesforceInput"
    },

If you want to send a specific SOQL query to Salesforce instead, you can edit the input of the job and add a new parameter soql:

"input": {
        "credentials": {
            ...
        },
        "sobject": "Opportunity",
        "soql": "SELECT Id,IsDeleted,AccountId,... FROM Opportunity;",
        "upsert_field": "SystemModstamp",
        "use": "sfdc.iov2#SalesforceInput"
    },

This method is useful if you want to limit the date range of the SOQL query or if you need to limit the columns being pulled by Mitto.

One important caveat with using specific SOQL in the Mitto job: Mitto is only sending this exact SOQL query. Later on if you need columns that aren't in the SOQL query, you need to add them manually to the Mitto job. Without SOQL, Mitto automatically adds all new columns.