Ever needed to integrate data from systems into Salesforce, but find yourself stuck? Salesforce is a powerful CRM tool that enables your organization to manage your customer relationships all in one place, but getting data integrated with this platform can feel intimidating. This webinar will teach you how to get started with Salesforce and FME. After you've created a workflow with FME Desktop, we don't want you stuck with just doing a one-time sync into Salesforce: automate it with FME Server. During this webinar, we’ll show you how you can make this possible, taking you through: - Connecting Salesforce to your other applications - Learning how to use the Salesforce Connector and writing SOQL statements - Getting started with the Salesforce REST API Join us to learn how you can let your data blaze its own trail into Salesforce with FME, and never have to perform a one-time sync into Salesforce ever again.

1. Blazing New Trails with
Salesforce Data

2. Meet the Presenters
Christian Berger
Support Specialist,
Customer Solutions
Sanae Mendoza
Support Specialist,
FME Server
Sienna Emery
Support Specialist,
Customer Solutions

3. Agenda
● Introduction to FME
● Connecting to Salesforce
● Learning how to use the Salesforce
Connector and writing SOQL
statements
● Getting started with the Salesforce
REST API
● Resources

4. Finish this statement, both our
co-founder Dale Lutz and Marc
Benioff (CEO of Salesforce)...

6. Let your data blaze its own trail
with Salesforce and FME.

7. Integrate in an visual, repeatable, and
automatic way with FME

8. Our Mission
To help you maximize the value of
your data.

9. Company Profile
Safe Software
Years of solving data challenges
25+
10,000+
Organizations trusting us worldwide
Partners supporting our network
150+
128
Countries with FME customers

10. FME®
Integration Platform
Connect. Transform. Automate.
FME Desktop FME Server FME Cloud
Build & Run Data Workflows Automate Data Workflows
(on-premises)
Automate Data Workflows
(cloud)
Get a free trial of FME Desktop and FME Server at safe.com

11. Unrivaled Data Support

12. Customer Stories with Salesforce

13. Surrey Heath Borough Council
Surrey Heath uses FME to synchronize
data in between Salesforce and Fulcrum
Using several tools in FME, they created
two workflows to replicate data
between Fulcrum and Salesforce. The
tools included the HTTPCaller and the
Salesforce Reader and Writer.

14. Cochranville Ag Service
Cochranville Ag wanted to enable their users to generate Excel reports
containing crop rotation information and customer data directly from the
Salesforce interface. Given crop rotation reports from Salesforce, which contain
huge volumes of complex information, they wanted to enable users to click a
button and generate an informative and well-formatted Excel report.

15. Connecting Salesforce to your other
applications

16. Getting data in and out of Salesforce isn’t
always easy.
Common frustrations people have with managing Salesforce data:
● Knowing where and how to find the information you need
● Data integrity and validation
● Duplicate data entry
● Data mapping and migration
● Working with large volumes of data
● Integrating other applications and data sources
● Real time data

17. Make the most of Salesforce data
When we have access to all our data, we can make better decisions and
improve customer relationships.

18. 3 Ways to Connect to Salesforce with FME
Salesforce Reader/Writer: Create, read, update, and delete object records from
Salesforce.
SalesforceConnector: Retrieves data from Salesforce.
HTTPCaller: Make custom requests to any of Salesforceʼs APIs.

19. Salesforce Reader/Writer SalesforceConnecter HTTPCaller
How does it
interact with
Salesforce?
Bulk REST API
Lightning Platform REST
API
+
SOQL
Any Salesforce API
How does it
authenticate with
Salesforce?
Basic Authentication
Web Connection
(OAuth 2.0)
Consult the API
Documentation

20. Enter your credentials directly inside the
Salesforce Reader/Writer.
What do I need?
● An account with “API Enabled” permissions
● Username and password
● Security token (if your Salesforce is outside
a trusted network)
Authentication: Salesforce Reader/Writer

21. Create a Salesforce Web Service.
Log in with a Salesforce Web Connection.
Use the Web Connection in the
SalesforceConnecter.
What do I need?
● A Salesforce “Connected App”
● Username and password
Authentication: Salesforce Web Connection

22. What tool is best for my Salesforce workflow?
Salesforce Reader/Writer SalesforceConnecter HTTPCaller
Read/Write
Easy to use
Performance
OAuth
Customizable
Performance
OAuth
Read/Write
Most customizable
Spatial
Performance
No 2FA or OAuth
Can’t create new objects
Not spatial
Read only
SOQL knowledge
HTTP knowledge
SOQL knowledge

23. Salesforce to Excel in 1 minute

24. Demo

25. Starting with the Salesforce Connector
The Salesforce Connector is used to pull data from Salesforce using SOQL
● The connector uses a Salesforce Web Connection to authenticate
● Only reads data so unfortunately we canʼt write it
● Requires knowledge of SOQL to work

26. Let’s take a detour...

27. SOQ…. what?
SOQL stands for Salesforce Object Query Language
● Uses SELECT Statements to get data from the Salesforce Database
● Requires the knowledge of which Object you are reading from and the required
Fields
● Luckily Salesforce has Workbench which makes this easy

28. Sample Request
Salesforce Documentation
SELECT Id FROM Idea WHERE VoteScore > 0
SELECT one or more fields
FROM an object
WHERE filter statements and, optionally, results are ordered

29. Performance Test
Should I filter in Salesforce or FME Desktop?
SELECT Title, VoteTotal FROM Idea and a Tester
SELECT Title, VoteTotal FROM Idea WHERE
VoteTotal > 10
FME Session Duration: 2.9 seconds. (CPU: 1.2s user, 0.2s system)
FME Session Duration: 2.2 seconds. (CPU: 0.8s user, 0.1s
system)

30. FME Server Apps

31. Poll: Out of these ideas which one has
the most upvotes?

32. SalesforceConnector
The Goal
I need to get
information from
Salesforce and pass
it to another
application
The Obstacles
I need this to be
automatic and on
demand
The Solution
I will use the
SalesforceConnector
in FME!
The Result
I can stream back a
report to my users
instantly

34. Demo

35. Getting started with the Salesforce
REST API

36. Application Programming Interface - provides programmatic access to your data in
Salesforce
● 11 APIʼs from REST/SOAP to Streaming/Tooling
● REST & Bulk (REST based) are powerful, convenient and use simple web based
services for interacting with your data
○ Bulk is optimized for large data sets (up to 1TB per day)
Which API Do I Use?
Available Salesforce API’s

37. When to Hike the REST API Trail
1. You need to download or upload files
○ Salesforce Reader and Writer do not support base64 writing:
■ WARN: Salesforce: Reading or writing 'base64' fields is not supported. The field 'VersionData' on
'ContentVersion' will be ignored
■ This means you canʼt download/upload attachments
2. Speed is important
○ REST API returns a response body with the ID of the record that was just
created
■ I.e. no need to read in the record you just wrote to get the ID

38. Creating Your Own Trail
Letʼs create a simple solution.
● Salesforce is a relational database - everything is linked by an ID
● FME is great at joining, schema mapping, and validating (date time formats, etc.)
● Read in data mid translation with the FeatureReader
○ Use WHERE clauses to improve performance
○ Further improve performance by minimizing the number of
batch jobs being performed by the Salesforce Reader
● Download and/or Upload attachments with the HTTPCaller

39. Time to Connect the Trails
Reading, SOQLʼing, and REST APIʼing to help us download and upload attachments
Download:
● Download all Case files to a local directory using a Fanout:
..Case@Value(CaseNumber)@Value(Title).@Value(FileExtension)
Upload:
● Create a new Case, upload a Base64 encoded file, link the file to the case

40. Pre-Demo Summary
The Obstacles
CRM Migration can
be a daunting task.
The Goal
Migrate
attachments into
and out of
Salesforce.
“Round tripping”
as we like to call it.
The Solution
Dynamic Engines
running a job that
maps schema, links
attachments, etc.
The Result
Your data migrated
into / out of
Salesforce.

41. Demo

42. SELECT Data FROM Salesforce
WHERE Possible = ʻminimize jobs created by Salesforceʼ
AND ʻminimize features to readʼ
WHERE ContentDocumentId = @Value(Id) WHERE ContentDocumentId IN (@Value(Id))
FME Session Duration: 1 minute 0.2 seconds. (CPU: 0.7s user, 1.8s system) FME Session Duration: 26.2 seconds. (CPU: 0.8s user, 1.6s system)
Performance Consideration

43. FME Community Migration

44. Migrating From AnswerHub to Salesforce
Fetch from AnswerHub: Push to Salesforce:

45. Migrating From AnswerHub to Salesforce
Fetch from AnswerHub: Push to Salesforce:

46. Migrating From AnswerHub to Salesforce
Access the Migrating the FME Community webinar here.

47. Summary

48. ● There are many ways to access your Salesforce data using FME
○ Salesforce Reader and Writer
○ SalesforceConnector (read only)
○ Salesforce APIʼs (HTTPCaller)
● 450+ ways to prepare your data for migration
○ Schema Map
○ Validate
○ Enrich
Your Trail, Your Way

49. Tips & Tricks
● Forums and Documentation are
your friends.
● FME Getting Started with Guides
will give you the confidence to,
well… get started
● Get familiar with the JSON
Transformers

50. Start integrating Salesforce with
your other systems today!

51. Now try with your Salesforce Data
Download FME 2021.2 Download the
workspaces from this
webinar
Apply it to your
Salesforce
Free Trial | Upgrade

52. Q&A

53. Claim Your Community Badge
Get community badges for
watching webinars!
fme.ly/WebinarBadge Todayʼs Code: CSPWF

54. Enrich, migrate, and validate your Salesforce data with
the tips learned throughout this webinar
Thank you!
Connect with us for more FME