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 of wizard, select an existing Salesforce connection or create a new one.

Extract metadata from Salesforce - specify connection

Figure 32.29. Extract metadata from Salesforce - specify connection


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

Extract metadata from Salesforce - enter SOQL query

Figure 32.30. Extract metadata from Salesforce - enter SOQL query


In the last step of wizard, 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 32.31. Extract metadata from Salesforce - edit created metadata


See also
Salesforce connection
SalesforceBulkReader
SalesforceReader
SalesforceBulkWriter