Salesforce
Introduction
Qobra connects to Salesforce through a connected app, which needs to be installed via an Oauth check.
The integration is used to synchronize all objects, their fields and their content. The integration supports standard or custom objects, and standard or custom fields in those objects. This integration is readonly and does not write anything in your Salesforce.
Access
Oauth authentication & scopes
To connect your Salesforce to Qobra, you’ll need to go through an Oauth flow, granting us access to two Salesforce scopes:
Perform requests at any time(refresh_token, offline_access)Manage user data via APIs(api)
You’ll find more information about Salesforce connected app scopes here.
Access restriction
The Qobra integrations has access to all the data the user who connected
has access to. A common practice for our customers is to create an API only
user in Salesforce to give Qobra’s access through this user (unlimited,
enterprise, and performance Salesforce edition orgs get five free API only
licenses). You can restrict this user’s access to Salesforce data, and then
give us access through the Oauth flow to restrict Qobra’s access to a part
of your Salesforce.
Follow this tutorial to implement Salesforce’s best security practices.
Synchronization
Incremental synchronization
This integration is an incremental synchronization. This means that all imports are based on each record last modified date, and that we only refresh what has been modified in the system since the previous import. When an import is launched, we thus refresh all records that have been modified since the start of the last successful import.
Once we have refresh range, synchronization work is split and parallelized in smaller tasks for performance enhancement. The synchronization tasks are split according to the last modified date.
It is important to note that Qobra admin can manually trigger complete synchronization in the application.
For Salesforce, we base this synchronization on the LastModifiedDate
field, present in each table.
Supported types
You’ll find below the fields types supported by the Qobra integration, and their mapping to Qobra types.
| Salesforce type | Qobra type |
|---|---|
int | number |
double | number |
percent | percentage |
currency | amount |
picklist | picklist |
multipicklist | multipicklist |
textarea | string |
string | string |
combobox | string |
phone | string |
boolean | bool |
date | date |
datetime | date |
reference | object |
reference > user | user |
Qobra integration supports multi-currency synchronization, based on the
CurrencyIsoCode field, present in each Salesforce object.
Custom querying
With this integration, you can apply a custom query to your table synchronization, to avoid synchronizing too much information, consequently making synchronization quicker.
Custom queries are based on SOQL where conditions. For instance, you
could add as a custom query StageName = 'Closed Won’ to filter your
Opportunity object.
Contact Qobra support for more information.