Alooma can read and replicate all of the Salesforce objects from your Salesforce account. This allows you to, among other scenarios, merge client usage data with payment data to get insights on your business.
Alooma synchronizes Salesforce data every 15 minutes. The synchronization contributes to your API calls count.
Our API call usage can be approximated using this formula: 4 (syncs per hour) * 24 (hours a day) * (number of replicated Salesforce objects) * 10 (API calls per object).
The first synchronization may take a few more API calls as the large batch of historical data is copied, and uses Salesforce's bulk API.
Setting up the integration
You can connect Salesforce to Alooma in just a few steps:
- Add your Salesforce input from Alooma's plumbing screen
- Make sure to supply all the necessary credentials:
- Username, Password - The same ones you use to log into Salesforce.com
- Token - Your user token (if you don't have one, read about how to reset your security token).
- Indicate if this account is a sandbox account.
- Specify the objects you'd like to replicate from Salesforce as a space- or comma-delimited list. Alooma defaults to the Lead, Opportunity, Contact, and Account objects.
- Define the date you'd like to start pulling data from. Alooma will "backfill" data from this date - to get all data make sure to put a date sufficiently far in the past.
- [Optionally] If you have strict Salesforce API call quotas, set a quota for the daily and bulk APIs.
When we've hit the quota, we'll pause for 24 hours and then pick up where we left off.
Keep the mapping mode to the default of OneClick if you'd like Alooma to automatically map all Salesforce objects as is to your target data warehouse. Otherwise, they'll have to be mapped manually from the Mapper screen.
That's it, you're ready to replicate your Salesforce objects to your target data warehouse!