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Symon.AI help center

Salesforce import

Abstract

Connect your Symon.AI and Salesforce accounts to import your data.

Connect your Symon.AI and Salesforce accounts to import your data.

Before you begin

The Salesforce account used for import requires certain Salesforce permissions. The account must be assigned a Profile or Permission Set with the following permissions enabled:

Permission

Description

API Enabled

This permission allows the user to be API enabled.

Run Reports

This permission enables the user to run reports.

View Roles and Role Hierarchy

This permission enables the user to view roles and the role hierarchy.

View Setup and Configuration

This permission enables the user to view setup and configuration.

Supported data sources

This connector can import data from many Salesforce objects, including the custom objects you define.

Note

Ensure that you define the appropriate permissions so Symon.AI can access the object.

The following list are the objects that Symon.AI doesn't support:

  • 'AssetTokenEvent'

  • 'AttachedContentNote'

  • 'EventWhoRelation'

  • 'QuoteTemplateRichTextData'

  • 'TaskWhoRelation'

  • 'SolutionStatus'

  • 'ContractStatus'

  • 'RecentlyViewed'

  • 'DeclinedEventRelation'

  • 'AcceptedEventRelation'

  • 'TaskStatus'

  • 'PartnerRole'

  • 'TaskPriority'

  • 'CaseStatus'

  • 'UndecidedEventRelation'

  • 'Announcement'

  • 'ContentDocumentLink'

  • 'CollaborationGroupRecord'

  • 'Vote'

  • 'IdeaComment'

  • 'FieldDefinition'

  • 'PlatformAction'

  • 'UserEntityAccess'

  • 'RelationshipInfo'

  • 'ContentFolderMember'

  • 'ContentFolderItem'

  • 'SearchLayout'

  • 'SiteDetail'

  • 'EntityParticle'

  • 'OwnerChangeOptionInfo'

  • 'DataStatistics'

  • 'UserFieldAccess'

  • 'PicklistValueInfo'

  • 'RelationshipDomain'

  • 'FlexQueueItem'

  • 'ListViewChartInstance'

  • 'FeedLike'

  • 'OutgoingEmail'

  • 'OutgoingEmailRelation'

  • 'FeedSignal'

  • 'ActivityHistory'

  • 'EmailStatus'

  • 'UserRecordAccess'

  • 'Name'

  • 'AggregateResult'

  • 'OpenActivity'

  • 'ProcessInstanceHistory'

  • 'OwnedContentDocument'

  • 'FolderedContentDocument'

  • 'FeedTrackedChange'

  • 'CombinedAttachment'

  • 'AttachedContentDocument'

  • 'ContentBody'

  • 'NoteAndAttachment'

  • 'LookedUpFromActivity'

  • 'AttachedContentNote'

  • 'QuoteTemplateRichTextData'

Note

Symon.AI also does not support any object whose name ends with ChangeEvent , such as AccountChangeEvent.

Symon.AI can only pull data from objects and reports that have permission to be viewed by the user who created the Salesforce connection. If objects or reports not listed in the previous unsupported objects list are unavailable to import, check the permissions associated with them in Salesforce. This also applies to individual fields, such as columns, within objects, as they can have permissions applied directly to them.

Import

With the correct permissions in place, you can now import your data into Symon.AI.

Importing data

Important

When you create a new Salesforce connector within Symon.AI, you are prompted to login to Salesforce. After you authenticate, you are asked to give Symon.AI permission to access some of your data in Salesforce. This permission is required to allow Symon.AI to import data from your Salesforce objects and reports.

The user who authenticates with Salesforce and creates the connection must have the API-enabled permission selected in their Salesforce user profile. Otherwise, the imports will fail.

  1. In Symon.AI, go to the Data tab.

  2. Click Import data.

  3. In the Third party sources, click Salesforce.

  4. Click New connection.

  5. On the Connect to your Database page, enter the connector name. Click Next.

    Note

    You can also connect to your Salesforce sandbox account. Select Use sandbox and you are redirected to the Salesforce website where you can connect to an available sandbox account.

    You are redirected to the Salesforce website.

  6. On the Salesforce website, enter your credentials.

  7. On the Allow Access? page, click Allow to give Symon.AI access to your Salesforce account. You will be redirected back to Symon.AI.

    Note

    After you allow Symon.AI access to your Salesforce account, you can find Symon.AI listed as a connection in your Salesforce account. To view the connection listing, go to your Salesforce profile and click Settings > My Personal Information > Connections.

    If Symon.AI is not listed as a connection, or if the connection is revoked, recreate a Salesforce connection in Symon.AI to import from Salesforce.

  8. On the Select data page, select the directory and the start date. Click Next.

  9. On the Obfuscate data page, select the data sets that you want to conceal. Click Next.

  10. On the Review page, review the data sets that you are importing.

  11. Click Import data.

    The data is available on the My Data page.

Note

If you are performing a lot of Salesforce imports at a time, or have other third party apps regularly interacting with your Salesforce account, there is a chance that you will hit Salesforce’s daily API call limit. If this occurs, you will have to wait until the next day before performing more imports.

Usage examples

With a new Salesforce connection, you can start importing your data from Salesforce.

You will be provided with a list of available objects and reports you can import.

For example, if you want to analyze your Salesforce leads, you can search for and select the Lead object, complete the import setup, and start the import into Symon.AI. Shortly after, your Lead data will be available in Symon.AI, where you can view it, and start analyzing it in a pipe.

Security and privacy

We use standard practices to authenticate with Salesforce, and we securely store encrypted access tokens.

We only import data on the Salesforce objects and reports that you specify, and the data is stored securely.

You can remove Symon.AI permission to access your Salesforce data at any time. To remove permission, follow the following steps:

Removing permission

  1. Go to your Salesforce account.

  2. Go to Connected Apps.

  3. Click Connected Apps OAuth Usage.

  4. Block the Symon.AI app.

    Blocking the Symon.AI app prevents any further data imported into Symon.AI from your Salesforce account.

Error handling

The following errors may appear during the import process:

Error

Description

Solution

Bulk API permissions are currently disabled for this Salesforce account. Enable this setting in Salesforce and try again.

This error occurs if the Enable API permission is not selected for the user who created the Salesforce connection.

To fix this error, you can enable the permission for the user.

We can't find <field_name> column on <object_name> object. Review the Field Level Permissions in Salesforce. Try importing your data again.

This error can occur on imports or refreshes, if a field, or field level permission of a field, that was initially available was removed.

To fix this error, you can either perform a fresh import of the affected object, or restore the field or permission to its previous state in Salesforce.

Generic connection error

You may encounter other connection errors if the Symon.AI app is blocked in Salesforce.

To fix this error, you can either unblock the app in Salesforce, or create a new connection.