Extracting Metadata from Salesforce

To extract metadata from Salesforce object, right click an edge and select New metadataExtract from salesforce from context menu.

A wizard for metadata extraction from Salesforce opens.

In the first step, select an existing Salesforce connection or create a new one.

Extract metadata from Salesforce - specify connection

Figure 32.25. Extract metadata from Salesforce - specify connection


In the second step, enter an SOQL query. You can use Workbench, https://workbench.developerforce.com/, to create an SOQL query and then paste the query to this metadata extraction wizard.

Extract metadata from Salesforce - enter SOQL query

Figure 32.26. Extract metadata from Salesforce - enter SOQL query


In the last step, check the created metadata. In this step, you can do some customization, e.g. you can rename the record.

Extract metadata from Salesforce - edit created metadata

Figure 32.27. Extract metadata from Salesforce - edit created metadata


See also
Salesforce connection
SalesforceBulkReader
SalesforceReader
SalesforceBulkWriter