Skip to content

Commit c0c7ad5

Browse files
Merge pull request #301612 from Clare-Zheng82/0619-Update_Salesforce_rest_support
[ADF][Doc update] Update Salesforce lifecycle
2 parents a648451 + c7ab8cf commit c0c7ad5

File tree

2 files changed

+26
-29
lines changed

2 files changed

+26
-29
lines changed

articles/data-factory/connector-salesforce-service-cloud.md

Lines changed: 13 additions & 14 deletions
Original file line numberDiff line numberDiff line change
@@ -7,7 +7,7 @@ author: jianleishen
77
ms.subservice: data-movement
88
ms.topic: conceptual
99
ms.custom: synapse
10-
ms.date: 05/07/2025
10+
ms.date: 06/27/2025
1111
---
1212

1313
# Copy data from and to Salesforce Service Cloud V2 using Azure Data Factory or Azure Synapse Analytics
@@ -203,7 +203,7 @@ To copy data from Salesforce Service Cloud, set the source type in the copy acti
203203
| Property | Description | Required |
204204
|:--- |:--- |:--- |
205205
| type | The type property of the copy activity source must be set to **SalesforceServiceCloudV2Source**. | Yes |
206-
| query | Use the custom query to read data. You can only use [Salesforce Object Query Language (SOQL)](https://developer.salesforce.com/docs/atlas.en-us.soql_sosl.meta/soql_sosl/sforce_api_calls_soql.htm) query with limitations. For SOQL limitations, see this [article](https://developer.salesforce.com/docs/atlas.en-us.api_asynch.meta/api_asynch/queries.htm#SOQL%20Considerations). If query is not specified, all the data of the Salesforce object specified in "objectApiName/reportId" in dataset will be retrieved. | No (if "objectApiName/reportId" in the dataset is specified) |
206+
| query | Use the custom query to read data. You can only use [Salesforce Object Query Language (SOQL)](https://developer.salesforce.com/docs/atlas.en-us.soql_sosl.meta/soql_sosl/sforce_api_calls_soql.htm) query. If query is not specified, all the data of the Salesforce object specified in "objectApiName/reportId" in dataset will be retrieved. | No (if "objectApiName/reportId" in the dataset is specified) |
207207
| includeDeletedObjects | Indicates whether to query the existing records, or query all records including the deleted ones. If not specified, the default behavior is false. <br>Allowed values: **false** (default), **true**. | No |
208208

209209
> [!IMPORTANT]
@@ -325,7 +325,16 @@ When you copy data from Salesforce Service Cloud, the following mappings are use
325325

326326
To learn details about the properties, check [Lookup activity](control-flow-lookup-activity.md).
327327

328-
## <a name="upgrade-the-salesforce-service-cloud-linked-service"></a> Upgrade the Salesforce Service Cloud connector
328+
## <a name="differences-between-salesforce-service-cloud-and-salesforce-service-cloud-legacy"></a> Salesforce Service Cloud connector lifecycle and upgrade
329+
330+
The following table shows the release stage and change logs for different versions of the Salesforce Service Cloud connector:
331+
332+
| Version | Release stage | Change log |
333+
| :------- | :---------------------- |:---------- |
334+
| Salesforce Service Cloud V1 | End of support announced | / |
335+
| Salesforce Service Cloud V2 | GA version available | • Support OAuth2ClientCredentials authentication instead of the basic authentication. <br><br> • Support SOQL query only.<br><br>• Support report by selecting a report ID.<br><br>• `readBehavior` is replaced with `includeDeletedObjects` in the copy activity source or the lookup activity.|
336+
337+
### <a name="upgrade-the-salesforce-service-cloud-linked-service"></a> Upgrade the Salesforce Service Cloud connector
329338

330339
Here are steps that help you upgrade your Salesforce Service Cloud connector:
331340

@@ -335,18 +344,8 @@ Here are steps that help you upgrade your Salesforce Service Cloud connector:
335344

336345
1. If you use SQL query in the copy activity source or the lookup activity that refers to the V1 linked service, you need to convert them to the SOQL query. Learn more about SOQL query from [Salesforce Service Cloud as a source type](connector-salesforce-service-cloud.md#salesforce-service-cloud-as-a-source-type) and [Salesforce Object Query Language (SOQL)](https://developer.salesforce.com/docs/atlas.en-us.soql_sosl.meta/soql_sosl/sforce_api_calls_soql.htm).
337346

338-
1. readBehavior is replaced with includeDeletedObjects in the copy activity source or the lookup activity. For the detailed configuration, see [Salesforce Service Cloud as a source type](connector-salesforce-service-cloud.md#salesforce-service-cloud-as-a-source-type).
339-
340-
## <a name="differences-between-salesforce-service-cloud-and-salesforce-service-cloud-legacy"></a> Differences between Salesforce Service Cloud V2 and V1
341-
342-
The Salesforce Service Cloud V2 connector offers new functionalities and is compatible with most features of Salesforce Service Cloud V1 connector. The table below shows the feature differences between V2 and V1.
347+
1. `readBehavior` is replaced with `includeDeletedObjects` in the copy activity source or the lookup activity. For the detailed configuration, see [Salesforce Service Cloud as a source type](connector-salesforce-service-cloud.md#salesforce-service-cloud-as-a-source-type).
343348

344-
|Salesforce Service Cloud V2 |Salesforce Service Cloud V1|
345-
|:---|:---|
346-
|Support SOQL within [Salesforce Bulk API 2.0](https://developer.salesforce.com/docs/atlas.en-us.api_asynch.meta/api_asynch/queries.htm#SOQL%20Considerations). <br>For SOQL queries: <br>• GROUP BY, LIMIT, ORDER BY, OFFSET, or TYPEOF clauses aren't supported. <br>• Aggregate Functions such as COUNT() aren't supported, you can use Salesforce reports to implement them. <br>• Date functions in GROUP BY clauses aren't supported, but they're supported in the WHERE clause. <br>• Compound address fields or compound geolocation fields aren't supported. As an alternative, query the individual components of compound fields. <br>• Parent-to-child relationship queries aren't supported, whereas child-to-parent relationship queries are supported. |Support both SQL and SOQL syntax. |
347-
| Objects that contain binary fields aren't supported when specifying query. | Objects that contain binary fields are supported when specifying query.|
348-
| Support objects within Bulk API when specifying query. | Support objects that are unsupported with Bulk API when specifying query.|
349-
|Support report by selecting a report ID.|Support report query syntax, like `{call "<report name>"}`.|
350349

351350
## Related content
352351
For a list of data stores supported as sources and sinks by the copy activity, see [Supported data stores](copy-activity-overview.md#supported-data-stores-and-formats).

articles/data-factory/connector-salesforce.md

Lines changed: 13 additions & 15 deletions
Original file line numberDiff line numberDiff line change
@@ -7,7 +7,7 @@ author: jianleishen
77
ms.subservice: data-movement
88
ms.topic: conceptual
99
ms.custom: synapse
10-
ms.date: 05/07/2025
10+
ms.date: 06/20/2025
1111
---
1212

1313
# Copy data from and to Salesforce V2 using Azure Data Factory or Azure Synapse Analytics
@@ -247,7 +247,7 @@ To copy data from Salesforce, set the source type in the copy activity to **Sale
247247
| Property | Description | Required |
248248
|:--- |:--- |:--- |
249249
| type | The type property of the copy activity source must be set to **SalesforceV2Source**. | Yes |
250-
| query | Use the custom query to read data. You can only use [Salesforce Object Query Language (SOQL)](https://developer.salesforce.com/docs/atlas.en-us.soql_sosl.meta/soql_sosl/sforce_api_calls_soql.htm) query with limitations. For SOQL limitations, see this [article](https://developer.salesforce.com/docs/atlas.en-us.api_asynch.meta/api_asynch/queries.htm#SOQL%20Considerations). If query isn't specified, all the data of the Salesforce object specified in "objectApiName/reportId" in dataset is retrieved. | No (if "objectApiName/reportId" in the dataset is specified) |
250+
| query | Use the custom query to read data. You can only use [Salesforce Object Query Language (SOQL)](https://developer.salesforce.com/docs/atlas.en-us.soql_sosl.meta/soql_sosl/sforce_api_calls_soql.htm) query. If query isn't specified, all the data of the Salesforce object specified in "objectApiName/reportId" in dataset is retrieved. | No (if "objectApiName/reportId" in the dataset is specified) |
251251
| includeDeletedObjects | Indicates whether to query the existing records, or query all records including the deleted ones. If not specified, the default behavior is false. <br>Allowed values: **false** (default), **true**. | No |
252252

253253
> [!IMPORTANT]
@@ -369,7 +369,16 @@ When you copy data from Salesforce, the following mappings are used from Salesfo
369369

370370
To learn details about the properties, check [Lookup activity](control-flow-lookup-activity.md).
371371

372-
## <a name="upgrade-the-salesforce-linked-service"></a> Upgrade the Salesforce connector
372+
## <a name="differences-between-salesforce-and-salesforce-legacy"></a> Salesforce connector lifecycle and upgrade
373+
374+
The following table shows the release stage and change logs for different versions of the Salesforce connector:
375+
376+
| Version | Release stage | Change log |
377+
| :------- | :---------------------- |:---------- |
378+
| Salesforce V1 | End of support announced | / |
379+
| Salesforce V2 | GA version available | • Support OAuth2ClientCredentials authentication instead of the basic authentication. <br><br> • Support SOQL query only.<br><br>• Support report by selecting a report ID.<br><br>• `readBehavior` is replaced with `includeDeletedObjects` in the copy activity source or the lookup activity.|
380+
381+
### <a name="upgrade-the-salesforce-linked-service"></a> Upgrade the Salesforce connector from V1 to V2
373382

374383
Here are steps that help you upgrade your Salesforce connector:
375384

@@ -379,18 +388,7 @@ Here are steps that help you upgrade your Salesforce connector:
379388

380389
1. If you use SQL query in the copy activity source or the lookup activity that refers to the V1 linked service, you need to convert them to the SOQL query. Learn more about SOQL query from [Salesforce as a source type](connector-salesforce.md#salesforce-as-a-source-type) and [Salesforce Object Query Language (SOQL)](https://developer.salesforce.com/docs/atlas.en-us.soql_sosl.meta/soql_sosl/sforce_api_calls_soql.htm).
381390

382-
1. readBehavior is replaced with includeDeletedObjects in the copy activity source or the lookup activity. For the detailed configuration, see [Salesforce as a source type](connector-salesforce.md#salesforce-as-a-source-type).
383-
384-
## <a name="differences-between-salesforce-and-salesforce-legacy"></a> Differences between Salesforce V2 and V1
385-
386-
The Salesforce V2 connector offers new functionalities and is compatible with most features of Salesforce V1 connector. The following table shows the feature differences between V2 and V1.
387-
388-
|Salesforce V2 |Salesforce V1|
389-
|:---|:---|
390-
|Support SOQL within [Salesforce Bulk API 2.0](https://developer.salesforce.com/docs/atlas.en-us.api_asynch.meta/api_asynch/queries.htm#SOQL%20Considerations). <br>For SOQL queries: <br>• GROUP BY, LIMIT, ORDER BY, OFFSET, or TYPEOF clauses aren't supported. <br>• Aggregate Functions such as COUNT() aren't supported, you can use Salesforce reports to implement them. <br>• Date functions in GROUP BY clauses aren't supported, but they're supported in the WHERE clause. <br>• Compound address fields or compound geolocation fields aren't supported. As an alternative, query the individual components of compound fields. <br>• Parent-to-child relationship queries aren't supported, whereas child-to-parent relationship queries are supported. |Support both SQL and SOQL syntax. |
391-
| Objects that contain binary fields aren't supported when specifying query. | Objects that contain binary fields are supported when specifying query.|
392-
| Support objects within Bulk API when specifying query. | Support objects that are unsupported with Bulk API when specifying query.|
393-
|Support report by selecting a report ID.|Support report query syntax, like `{call "<report name>"}`.|
391+
1. `readBehavior` is replaced with `includeDeletedObjects` in the copy activity source or the lookup activity. For the detailed configuration, see [Salesforce as a source type](connector-salesforce.md#salesforce-as-a-source-type).
394392

395393
## Related content
396394
For a list of data stores supported as sources and sinks by the copy activity, see [Supported data stores](copy-activity-overview.md#supported-data-stores-and-formats).

0 commit comments

Comments
 (0)