Configuring the components

Double-click the tSalesforceInput component to open its Basic settings view.

In the User Id, Password and Security Key fields, enter the user authentication information required to access Salesforce.

Click the [...] button next to the Module Name field and in the pop-up dialog box, select the object you want to access. In this example, it is Opportunity.

Click the [...] button next to Edit schema to open the schema dialog box.

Remove all columns except Id, Name, IsWon, and Fiscal Year. Then add another column Opportunity_Account_Name of String type.

Note that to retrieve a column from a linked object, it is necessary to define the name of the column in a particular manner in the schema editor. The correct syntax is NameofCurrentObject_NameofLinkedObject_NameofColumnofInterest. Hence, in this example, to retrieve the Name column in the Account object, the name of the fifth column must be Opportunity_Account_Name. If this syntax is not respected, the data from the linked object will not be returned.

Click OK to save the changes and close the schema dialog box.

Select the Manual Query check box and in the Full SOQL query string field displayed, enter your SOQL statement used to search the data to be retrieved. In this example, the statement is as follows:

SELECT Id, Name, IsWon, FiscalYear, Account.Name FROM Opportunity

Note that to return a column from a linked object, the correct syntax of the column name in a SOQL statement is NameofCurrentObject.NameofColumnofInterest. Hence, in this example, the fifth column name in the SOQL statement is Account.Name.

Double-click the tLogRow component to open its Basic settings view.

In the Mode area, select Table (print values in cells of a table) for better readability of the result.

Configuring the components - 6.5

Salesforce

Procedure