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Create a pipeline with Salesforce as a source

Create a pipeline with Salesforce as a source

Step 1: Select Source Connector as Salesforce.

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Pipelines Tab

Step 3: Choose the connection objects

The Connection objects are Standard and Custom Salesforce Objects where user used in connection has read and write permissions up to the field level.

Step 4: Verify the connection details and click on “Next”.

It is advisable to double check the credentials used if object, record, and field level security allow it to read and write

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Step 5: Select the Target connection and connection object and click on the Next button.

Step 6: Configure the field mapping page and click on the Next button.

Step 7: Select the scheduling and proceed ahead by clicking on the Next button.

Step 8: Confirm the details that you have selected for this pipeline and click on Submit and the pipeline will be created.

 

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