Salesforce is a cloud-based customer relationship management (CRM) platform for every part of your company that interacts with customers — including marketing, sales, commerce, service, and more.
Salesforce provides companies with an interface for case management and task management, and a system for automatically routing and escalating important events. The Salesforce customer portal provides customers the ability to track their own cases, includes a social networking plug-in that enables the user to join the conversation about their company on social networking Web sites, provides analytical tools and other services including email alert, Google search, and access to customers’ entitlement and contracts.
Connecting to Salesforce¶
Mammoth allows you to connect to your Salesforce account and get the data into Mammoth.
Once your Salesforce account is connected with Mammoth, you will be presented with a list of tables and views in that database.
- Select the desired table to get a preview.
- Write your own SQL query or run a test query and preview the result.
- Click on Next .
After you have selected the table you want to work on, you get options to configure it as follows -
- Rename it in the data pull scheduling window.
- Save it in a desired location in the the Data Library from Adding file to option.
Scheduling your Data Pulls¶
You can start retrieving the data now or at a specific time according to your choice. You can also schedule the data pull in order to get the latest data from your Database at a certain time interval - every few minutes, daily, weekly or monthly.
On every data pull from your Database, you also have an option to either replace the older data or combine with older data.
On choosing Combine with older data option, you will get an option to choose a unique sequence column. Using this column, on refresh, Mammoth will pick up all the rows that have greater value in this column than the previous data pull.