Salesforce Reader/Writer

The Salesforce Reader/Writer plug-in enables FME to create, read, update, and delete object records from Salesforce.

Overview

Salesforce is a cloud-based customer relationship management (CRM) platform. Data stored on Salesforce may be accessed through various APIs.

The Salesforce Reader/Writer can be used to download and transform information stored in Salesforce, such as accounts, cases, leads, and sales.

Note: In FME, a Salesforce object is a feature type, a Salesforce record is a feature, and a Salesforce field is a user attribute.

Salesforce objects do not support geometry.

Accessing Salesforce

Accessing Salesforce using the Salesforce Reader/Writer requires Salesforce Enterprise and an account with the “API Enabled” permission.

Contact your Salesforce administrator to obtain this permission. If Salesforce is being accessed outside of a trusted network, a security token is also required. The security token is provided by Salesforce via e-mail whenever the account’s password changes, and can also be reset from the user profile.

Salesforce may only be accessed over HTTPS. If you are connecting via a proxy server, ensure that it supports HTTPS.