Salesforce

Salesforce is a cloud-based customer relationship management (CRM) platform that helps businesses manage sales, customer interactions, and business processes. It provides tools for sales automation, customer service, marketing, analytics, and application development.

Bruin supports Salesforce as a source for ingestr assets, and you can use it to ingest data from Salesforce into your data platform.

To set up a Salesforce connection, you must add a configuration item in the .bruin.yml and asset file. You need username, password, token and domain. You can obtain your security token by logging into your Salesforce account and navigating to the user settings under "Reset My Security Token."

Follow the steps below to set up Salesforce correctly as a data source and run ingestion.

Step 1: Add a connection to the .bruin.yml file

connections:
      salesforce:
            - name: "salesforce"
              username: "user_123"
              password: "pass_123"
              token: "token_123"
              domain: "your-domain.my.salesforce.com"

• username is your Salesforce account username.
• password is your Salesforce account password.
• token is your Salesforce security token.
• domain is your Salesforce domain (e.g., "your-company.my.salesforce.com").

Step 2: Create an asset file for data ingestion

To ingest data from Salesforce, you need to create an asset configuration file. This file defines the data flow from the source to the destination. Create a YAML file (e.g., salesforce_ingestion.yml) inside the assets folder and add the following content:

name: public.salesforce
type: ingestr
connection: postgres

parameters:
  source_connection: salesforce
  source_table: 'publisher-report'

  destination: postgres

• name: The name of the asset.
• type: Specifies the asset’s type. Set this to ingestr to use the ingestr data pipeline. For Salesforce, it will be always ingestr.
• source_connection: The name of the Salesforce connection defined in .bruin.yml.
• source_table: The name of the table in Salesforce to ingest.
• destination: The name of the destination connection.

Available Source Tables

Table	PK	Inc Key	Inc Strategy	Details
user	-	-	replace	Refers to an individual who has access to a Salesforce org or instance.
user_role	-	-	replace	A standard object that represents a role within the organization's hierarchy.
opportunity	id	last_timestamp	merge	Represents a sales opportunity for a specific account or contact.
opportunity_line_item	id	last_timestamp	merge	Represents individual line items or products associated with an Opportunity.
opportunity_contact_role	id	last_timestamp	merge	Represents the association between an Opportunity and a Contact.
account	id	last_timestamp	merge	Individual or organization that interacts with your business.
contact	id	-	replace	An individual person associated with an account or organization.
lead	id	-	replace	Prospective customer/individual/org. that has shown interest in a company's products/services.
campaign	id	-	replace	Marketing initiative or project designed to achieve specific goals.
campaign_member	id	last_timestamp	merge	Association between a Contact or Lead and a Campaign.
product	id	-	replace	For managing and organizing your product-related data.
pricebook	id	-	replace	Used to manage product pricing and create price books.
pricebook_entry	id	-	replace	Represents a specific price for a product in a price book.
task	id	last_timestamp	merge	Used to track and manage various activities and tasks.
event	id	last_timestamp	merge	Used to track and manage calendar-based events.
custom:<custom_object_name>	-	-	replace	Track and store data that's unique to your organization.

Step 3: Run asset to ingest data

bruin run assets/salesforce_asset.yml

As a result of this command, Bruin will ingest data from the given salesforce table into your Postgres database.