How to Extract Data from SFDC

[shannoypaul]

Kindly suggest the best practices/ Pre-requisites to extract data from SFDC using Qlikview 11.

TIA,

Shannoy

[Anonymous · Accepted solution]

Hi Shannoy,

You can find the basics about how to extract data in this document QlikView Connector for Salesforce.com Installation and Usage Guide. If you want to get more in depth about SFDC api you can check this document Bulk API Developer Guide.

In my very limited experience, I've found really difficult to extract big datasets from tables such as case history, because when you're querying too much data, you wait for long periods of time and just get part of the data. To avoid this, I have set a larger batchsize and limit the the query.

Regards,

-- Karla

[Colin-Albert]

There is a connector to load data from SalesForce into QlikView.

SalesForce Connector

[shannoypaul]

Hi Karla,

While connecting to SFDC I see there are 2 options Bulk API and SOAP API.

What difference would it make when we use either of them.

[avinashelite]

First you need to install the Sales force connector.... then go to edit script ..database ...in the list you will see the salesforce.dll file > click on it > and enter the details and test the connection

Hope this helps you

[HirisH_V7]

Hi,

look into this,

https://community.qlik.com/docs/DOC-3730

Re: Extracting data from Salesforce

-Hirish

[Anonymous]

Hi Shannoy,

From the Salesforce documentation:

Bulk API is based on REST principles and is optimized for loading or deleting large sets of data. You can use it to query, insert, update, upsert, or delete many records asynchronously by submitting batches. Salesforce processes batches in the background.

SOAP API, in contrast, is optimized for real-time client applications that update a few records at a time. SOAP API can be used for processing many records, but when the data sets contain hundreds of thousands of records, SOAP API is less practical.Bulk API is designed to make it simple to process data from a few thousand to millions of records.

So far, I only have used Bulk API.

Hope it helps.

-- Karla

[Dianah]

Export Data
Open the Data Loader.
Click Export.
Enter your Salesforce username and password, and click Log in.
When you're logged in, click Next. 
Choose an object.
Select the CSV file to export the data to.
Click Next.
Create a SOQL query for the data export.

Regards,

Will