Read Salesforce Objects

This pipeline step is used to read object from Salesforce.

Template Information

Template name	Read CRM Entities Pipeline Step
Base template	Base Pipeline Step

Field	Description
Endpoint From	The Salesforce Object endpoint from which objects are read.
Salesforce Object Name	Name of the object to read from Salesforce.
Fields to Read	The fields from the objects that are read from Salesforce. Fields are specified by selecting one or more Salesforce Object value accessor set items. The selected fields must be defined on the object. If a field is selected that is not defined on the object, an exception is thrown when the pipeline step runs.
Page Size	The maximum number of objects that will be read from Salesforce at a time. If the number of objects that can be read is larger than the page size, multiple calls to Salesforce are made.
Maximum Count	The maximum number of objects that will be read from Salesforce.
Filter Expression	The filter expression that controls which entities are read from CRM. See Filter Expressions for more information.
Exclude Use Delta Settings	By default, a filter is added to the Salesforce query that ensures only object that have been modified within a specific date range are returned. Ticking this option disables that filter, meaning that the modified date on the objects is not considered. The date range is determined by the DateRangeSettings plugin on the pipeline context. If this plugin is not set, this option does not apply. The plugin is typically set by the Set Use Delta Settings pipeline step.

Plugin Information

Plugin type	Description
DateRangeSettings	If this plugin is available, the date range specified is used to create a filter so that only entities modified within the range are read.
IterableDataSettings	Subsequent pipeline steps use this plugin to access the entities read from CRM. This step adds this plugin to the pipeline context.