![]() Grow's Salesforce integration is extremely robust. For this reason, we recommend that you use Grow's Data Warehouse for a more performant, reliable experience. With abnormal usage, Direct Query can run into API limitations depending on the data source. Direct QueryĪ direct query connection can be used to pull data into Grow. ![]() To learn more about sync intervals and how to adjust the default settings, please visit the Sync settings of the Data Warehouse help article. Incremental sync is enabled for the following tables: When incremental sync is available, the default incremental sync interval is 1 hour, while the default full sync interval is 1 week. The default sync interval is 12 hours per table for the following tables: While your data is "In Queue" or "Processing", you may continue working within the app.Populating your data warehouse for the first time may take a while, even up to several hours. This will begin the initial population of your warehouse with the tables you defined. Once you have finished selecting the data that you want stored in the Data Warehouse, click the Sync & Store button at the bottom of the Manage Connection page.If your data source is already connected, you can immediately select which tables of data you want to warehouse. If your data source isn't already connected, refer to the Connecting to Data Sources for more details.Select the Manage Connection button inside the Connection Details section to open the warehouse table selection flow.Starting with the Connections overview page, navigate to your Salesforce connection and click on it to open the Connection Details page.For detailed instructions for writing your own SOQL queries, refer to the section further down in this article called How do I Write a Custom SOQL Query? Warehousing your Data Custom TablesĪdditionally, you can pull in data using SOQL by using the Custom Tables section. There are 300+ other Salesforce objects you can search through the list by scrolling (or by keyword for faster search) and select the objects that are most relevant. You can access other standard objects and custom objects in the "Other Tables" section. These 6 Salesforce API standard objects are available in Grow: For more information about warehousing your data, visit the Data Warehouse Help Article. Salesforce is on the Grow Data Warehouse, which we highly recommend you use. After entering your credentials you will see a green confirmation message that the connection has been made. A window will pop up to log in with your Salesforce credentials.Click on the blue Connect button and search for Salesforce.You will be brought to your Data Connections. Click on the Data tab at the top left of the global navigation.This article will give you an overview of the Salesforce/Grow integration and what you can expect. This integration enables you to get a total view of your sales funnel and your entire business while displaying current data for all of your customers. Salesforce offers social and mobile cloud technologies that help companies connect with customers, partners, and employees.
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