ETL+ for Salesforce.com

Installation Checklist

• Click here for ETL+ pre-installation.

• Click here to grant ETL+ access to your Salesforce.com.

• ETL+ uses cloud ODBC to extract data from Salesforce. You don’t need the ODBC driver unless you want to maintain the ETL+ processes yourself.

ETL+ Connection to Salesforce

If you haven’t installed ETL+ yet: ETL+ Deployment Instructions.

1. Login to ETL+ (help here).

2. On the ETL main page, right-click Salesforce on the left panel → Properties.

3. On the ODBC Data Sources page, select the correct ODBC Name from the list.

   1. ODBC requiring credentials: double-click the ODBC name → enter credentials → Connect.

4. You might leave the Alias as is, or customize it.

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5. Click Connect.

You’ll get back to the ETL page and see tables under the Salesforce source on the left panel.

Testing a Table Load

Right-click a table on ETL main page’s center panel → Load Now.

• Failure? It’s likely that the prior step wasn’t properly configured. Go back and review it.

• Click the Log icon (top right) to view data load results. Log page help here.

Schedule the Data Load

• On the ETL main page, click Refresh Batch (top right icon on the center panel).

• The Refresh Batch page (help here) usually comes pre-configured to your source system(s).

  • Overview this page’s configuration. On the right panel, feel free to uncheck tables and Tableau extracts that don’t apply to your reporting needs.

• Run a Refresh Batch now (optional): click the Refresh Batch Now (play icon) on the left panel.

• To schedule the data load (optional):

  • Click WTS Settings -> enter the WTS parameters → Apply.

  • This step might require you to run ETL+ app as “Run as administrator” in Windows.

• Click Close -> Close.

Level 1 Testing

The Level 1 Testing checks if the data extraction process finished successfully and row count per extracted table matches with Salesforce’s table row counts.

ETL+ must have already loaded your data manually or scheduled.

Steps

• Login to ETL+ (help here).

• On the ETL main page, click the top-right Log icon. Log page help here.

• Scroll down on the log page and double-check that no table load failed, and the row count matches with the Salesforce tables. Following is an example highlighting two tables and their loaded row count.

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Troubleshooting

• Failed to load tables:

  • Check that the user assigned to DataSelf has reading rights to that particular data set.

  • Click Back from the Log page, on the ETL main page, select the failing table on the center panel, check that its SQL Statement on the right panel has correct information.

• Tables with record count different than in Salesforce:

  • It might be just that new records have been populated in Salesforce since the DataSelf data load. Reload the data. Click Back from the Log page, on the ETL main page, select the table with incorrect row cound on the center panel, right-click the table on the center panel again -> Load Now. This might take a while if the table has a large data set.

  • The user assigned to DataSelf might have access to limited data sets, such as only data from one Division. Check the user’s security credentials.