Task Factory
"I have found Task Factory to be a huge time saver with SSIS development. The SalesForce components alone saved close to two months of work on a major integration project. I highly recommend!"
Alan Rubel
Database Administrator
Joint Commission Resources
Task Factory - Urban Outfitters
"We have found that Task Factory tremendously speeds up the development process and improves performance by means of the high-performance components."

Tim Harris

BI Data Engineer

Urban Outfitters Inc.

Task Factory - Mark Marinovic
"We bought Task Factory primarily for the SCD Type 2 task, as it enabled us to do several things the built-in SSIS SCD task did not do. Task Factory comes highly recommended from me as our ROI was reached in just days."

Mark Marinovic

Task Factory - Jay Cole
"I purchase Task Factory over a year ago, and let me tell you, IT WORKS FLAWLESSLY. I haven’t had a single problem with it, and I used to HATE having to make changes with the version you’re using. My advice (for what it’s worth) is to pay the money!"

Jay Cole

Task Factory Loews Corporation
"We bought the product mostly because of the company's reputation for the service they provide and the specific need of a secure SFTP task."

Matt Cushing

Application Systems Analyst/Developer

Loews Corporation

Greater New York City Area

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Task Factory SalesForce.com Source

Easily retrieve the data stored in your salesforce.com account with a few simple clicks.

Feature Highlights

  • Easily retrieve the data stored in your salesforce.com account with a few simple clicks.
  • SOQL (SalesForce query language) can be edited in the UI
  • Query can use variables as parameters (e.g. where DateCreate = <@VarDateCreated>).
  • *Must have an enterprise salesforce.com account to use this task. This is a salesforce.com requirement.
SalesForce.com Source

Salesforce.com Source - Step 1
The SalesForce.com source is used to retrieve data from SalesForce.com objects within an SSIS package. The data is retrieved using a sql statement built by the salesforce.com source.

The SalesForce.com source is used to retrieve data from SalesForce.com objects within an SSIS package. The data is retrieved using a sql statement built by the salesforce.com source.

Salesforce.com Source - Step 2
Before any other form items are enabled, a connection must be selected or created. If a connection exists you can select one or a new one can be created by select "<Create New SalesForce.com Connection...>"

Before any other form items are enabled, a connection must be selected or created. If a connection exists you can select one or a new one can be created by select "<Create New SalesForce.com Connection...>"

Salesforce.com Source - Step 3
Selecting "<Create New SalesForce.com Connection...>" will show the SalesForce.com connection manager window.

The SalesForce.com login information is the SalesForce.com email address and the password + security token. If you don't have your security token you must request it from SalesForce.com by clicking the "Setup" link at the top of the SalesForce.com website after you have logged into your account. Then click on the "Reset your security token" under the "My Personal Information".

Selecting "<Create New SalesForce.com Connection...>" will show the SalesForce.com connection manager window.

The SalesForce.com login information is the SalesForce.com email address and the password + security token. If you don't have your security token you must request it from SalesForce.com by clicking the "Setup" link at the top of the SalesForce.com website after you have logged into your account. Then click on the "Reset your security token" under the "My Personal Information".

Salesforce.com Source - Step 4

Sandbox URLS

If you're using a salesforce.com sandbox account the Server URL (optional) textbox in the Advanced tab needs to be changed to point to a sandbox webservice url. Choose from one of the url's below:

Reuse same connection across all tasks

This option allows you to reuse the same connection across any SalesForce task that is part of your package that uses this connection manger.

Sandbox URLS

If you're using a salesforce.com sandbox account the Server URL (optional) textbox in the Advanced tab needs to be changed to point to a sandbox webservice url. Choose from one of the url's below:

Reuse same connection across all tasks

This option allows you to reuse the same connection across any SalesForce task that is part of your package that uses this connection manger.

Salesforce.com Source - Step 5

SalesForce.com Object

The name of the SalesForce.com Object that will be used to retrieve data from your SalesForce.com account is selected by clicking the "SalesForce Object drop down. Here you will be presented with a list of objects from your SaleForce.com account.

After the object is selected, a query is created and added to the textbox below the SalesForce object drop down. You can optionally edit this query to add in where statements, restrict the number of columns returned, etc.

SalesForce.com Object

The name of the SalesForce.com Object that will be used to retrieve data from your SalesForce.com account is selected by clicking the "SalesForce Object drop down. Here you will be presented with a list of objects from your SaleForce.com account.

After the object is selected, a query is created and added to the textbox below the SalesForce object drop down. You can optionally edit this query to add in where statements, restrict the number of columns returned, etc.

Salesforce.com Source - Step 6

In this screenshot, the SalesForce.com Account Object was selected and the "Edit SalesForce Query" checkbox was checked. The sql query built contains all of the queryable columns from the selected object. You can change the query to only retrieve the columns wanted in your ssis package or leave the sql query as is to retrieve all of the columns.

In this screenshot, the SalesForce.com Account Object was selected and the "Edit SalesForce Query" checkbox was checked. The sql query built contains all of the queryable columns from the selected object. You can change the query to only retrieve the columns wanted in your ssis package or leave the sql query as is to retrieve all of the columns.

Salesforce.com Source - Step 7
The Preview Data button is used to test the sql query.

The Preview Data button is used to test the sql query.

Salesforce.com Source - Step 8
The Object Metadata Tag show the selected objects metadata which includes whether the objects permissions and all of the columns contained within the selected object.

The Object Metadata Tag show the selected objects metadata which includes whether the objects permissions and all of the columns contained within the selected object.

Salesforce.com Source - Step 9
Clicking the OK button will create the source columns. Below is a screenshot of the column metadata generated for the Contact object.

Clicking the OK button will create the source columns. Below is a screenshot of the column metadata generated for the Contact object.

Salesforce.com Source - Step 10

Using Variables as Parameters

Starting in version 2.0, variables can be used as part of the salesforce query in the where statement. To use the variables you simply drag the variable from the "Variable Parameters" window to the Query textbox

The variable will be evaluated during runtime and replace in the query before it's sent to SalesForce.com

Batch Size

The Batch Size field determines the number of rows that will be retrieved during a single roundtrip to the SalesForce.com server. 500 is the default.

Include Deleted / Archived Records

Checking this option will return deleted and archived records. The "IsDeleted" column in the output will allow you to determine whether the row is "Deleted".


Using Variables as Parameters

Starting in version 2.0, variables can be used as part of the salesforce query in the where statement. To use the variables you simply drag the variable from the "Variable Parameters" window to the Query textbox

The variable will be evaluated during runtime and replace in the query before it's sent to SalesForce.com

Batch Size

The Batch Size field determines the number of rows that will be retrieved during a single roundtrip to the SalesForce.com server. 500 is the default.

Include Deleted / Archived Records

Checking this option will return deleted and archived records. The "IsDeleted" column in the output will allow you to determine whether the row is "Deleted".


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