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Salesforce Bulk API V2 (Edge) Setup Guide

Salesforce is a cloud computing Software as a Service (SaaS) company that allows you to use cloud technology to connect more effectively with customers, partners, and potential customers.

Hevo uses Salesforce’s Bulk API to replicate data from your Salesforce applications to the Destination database or data warehouse, switching to Salesforce REST API for unsupported objects. To enable this, you need to authorize Hevo to access data from the relevant Salesforce environment.

Salesforce Environments

Salesforce allows businesses to create accounts in multiple environments, such as:

  • Production: This environment holds live customer data and is used to actively run your business. A production organization is identified by URLs starting with https://login.salesforce.com.

  • Sandbox: This is a copy of your production organization. You can create multiple sandbox environments for different purposes, such as one for development and another for testing. Working in the sandbox eliminates risk of compromising your production data and applications. A sandbox is identified by URLs starting with https://test.salesforce.com.


Source Considerations

  • Formula fields, also known as derived fields or calculated fields, in Salesforce generate their values dynamically based on other fields, functions, or expressions. Every time a Salesforce object containing formula fields is accessed, the value is recalculated in real time instead of being stored in the schema.
    Hevo identifies these fields by replicating their formula definitions into system tables in your Destination, and then creating views that recalculate the formula logic after each incremental load. Read Handling Formula Fields for more information.

    Note: Formula field replication is currently supported only for Snowflake and BigQuery Destinations.

  • When a record from a replicable object is deleted in Salesforce, the IsDeleted column for it is set to True. Salesforce moves the deleted records to the Salesforce Recycle Bin, and they are not displayed in the Salesforce dashboard. Now, when Hevo starts the data replication from your Source, using either the Bulk APIs or REST APIs, it also replicates data from the Salesforce Recycle Bin to your Destination. As a result, you might see more Events in your Destination than the Source.

  • If you disable a Pipeline for more than 15 days, Hevo cannot replicate the deleted data, if any, to your Destination. This is because Salesforce retains deleted data in its Recycle Bin for 15 days. Also, Salesforce purges the oldest records in the Recycle Bin every two hours if their count exceeds the limit for your organization. The record limit is 25 times your organization’s storage capacity. Therefore, to correctly capture the deleted data, you must run the Pipeline within two hours of deleting the data in Salesforce.

  • Hevo primarily uses Salesforce’s Bulk API for data retrieval but switches to the REST API when necessary, especially for unsupported objects.

  • Custom fields in Salesforce are mapped directly to corresponding fields in the Destination, following the appropriate conventions for field names and data types.

  • Salesforce allows only 5 active sessions per user per connected app. If you create more than 5 Pipelines using the same Salesforce user account, Salesforce revokes the refresh token of the oldest session. As a result, earlier Pipelines lose access and require manual reauthorization to resume.


Limitations

  • It is not possible to avoid loading the deleted data. Hevo loads the new, updated, and deleted data from your Salesforce account.
Last updated on Oct 31, 2025

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