Salesforce User Account
Of course, to do anything with Salesforce, you will need a Salesforce user account. If you are using your own Free Salesforce Developer Environment, you will already have this covered; however, if you are using your Organisation’s Salesforce environment, then now is a good time to ask your Salesforce Administrator to create a new account.
This Salesforce account that you use for data migration should not be your own personal account. It should be an account that is specifically designated for data migration, for example, an account named “data.migration@…”.
Once you have your Salesforce username and password, you will also need a Security Token. Security Tokens are always required (and are appended to your password), when you are connecting to Salesforce using the SOAP API (as Talend does).
Salesforce Object Permission
You will need the correct access permission on all of the objects and fields that you want to work with.
Again, if you are using your own Free Salesforce Developer Environment, you will already have this covered; however, if you are using your Organisation’s Salesforce environment, then now is a good time to, again, ask your Salesforce Administrator for access permission on the objects and fields that you will be using.
These tutorials assume that you are working within your own Free Salesforce Developer Environment and that you will have administrator permission, meaning that you have full rights on all objects.
Although it is convenient to run with administrator permission this is, of course, a very bad idea; especially as you move through your environments, up to Production. Your data migration account should have the lowest access rights that are needed to complete the job, and these should be scaled back or removed once the data migration has been completed.
For the tutorials on this site, you will need read/write access to the following Sales Objects.
Campaign Lead CampaignMember Account Contact
A full discussion on Salesforce Object Permission is outside the scope of this tutorial.
Object Custom Field Name API Name Type Length Campaign UUID UUID__c Text 36 Lead UUID UUID__c Text 36 Account UUID UUID__c Text 36 Contact UUID UUID__c Text 36
Create these Custom Fields, with following attributes: –
Data Type Text Field Label UUID Length 36 Field Name UUID Required? False Unique? True External ID? True Case Sensitive? True