Fetch Salesforce Data

Fetch Salesforce Data runs a SOQL query against your Salesforce org using the Bulk API 2.0 and brings the results into your Multi FileFeed (MFF) as a CSV file. Use it to source records like Accounts, Contacts, or custom objects directly from Salesforce.

Availability: Beta. Requires the WorkflowsSalesforceDataFetch feature. Contact your OneSchema support representative if you do not see this transform.

What it does

Input: source (no upstream input). This transform starts an MFF branch by connecting directly to Salesforce.
Output: a CSV file containing the rows returned by your SOQL query.
The transform runs your query through Salesforce's Bulk API 2.0, which is designed for retrieving large record sets efficiently, and emits the results as a CSV file.

When to use it

You need a snapshot of Salesforce records — like all Opportunities closed this quarter — as a file.
You want to combine Salesforce data with files from other sources in the same MFF, such as a data warehouse export.
You're building an MFF that syncs Salesforce data out to another system on a schedule.

How to configure it

In the MFF builder, add a Fetch Salesforce Data node as a source at the start of your MFF.

Settings

Setting	Description	Default
SOQL query	The SOQL query to run, for example `SELECT Id, Name, Email FROM Contact`.	Empty
Include deleted records	When enabled, the query includes records in the Recycle Bin.	Off
Output mode	Controls how query results are structured in the output file.	Empty
Salesforce account	The connected Salesforce credential to use for the query.	None selected

Configuration tips

Test your SOQL query in Salesforce's Query Editor or Developer Console before pasting it into this node.
Select only the fields you need; querying every field on a large object slows down the fetch and produces a wider file than necessary.

Example

Setup

Query: SELECT Id, Name, Email, AccountId FROM Contact WHERE CreatedDate = THIS_MONTH

Output

A CSV file with one row per matching Contact and columns Id, Name, Email, AccountId.

Troubleshooting

Query errors

Check the SOQL syntax; unsupported functions or malformed field names are the most common cause of failures.
Confirm the connected Salesforce account has field-level access to every field in the query.

Missing expected records

Enable Include deleted records if you expect to see records that were recently deleted.
Confirm your WHERE clause matches the records you expect; a common issue is a date filter that's narrower than intended.