What does Atlan crawl from Salesforce?
Atlan only performs GET requests on these five endpoints:
Each endpoint will be set in its own OAuth client session. For every API request, it will hit the Salesforce login endpoint, which means there will be at least five (same as the number of endpoints above) login entries in your Salesforce account's login history within the duration of the scheduled workflow run.
Atlan crawls and maps the following assets and properties from Salesforce.
Once you've crawled Salesforce, you can use connector-specific filters for quick asset discovery. The following filters are currently supported for these assets:
- Fields - Is encrypted and Is required filters
Organizations
Atlan maps organizations from Salesforce to its SalesforceOrganization asset type.
| Source property | Atlan property | Where in Atlan |
|---|---|---|
id | sourceId | overview sidebar |
name | name | asset preview and profile, overview sidebar |
description | description | asset preview and profile, overview sidebar |
webUrl | sourceURL | overview sidebar |
createdDate | sourceCreatedAt | asset profile and properties sidebar |
lastModifiedDate | sourceUpdatedAt | asset profile and properties sidebar |
createdBy | sourceCreatedBy | asset profile and properties sidebar |
lastModifiedBy | sourceUpdatedBy | asset profile and properties sidebar |
Objects
Atlan maps objects from Salesforce to its SalesforceObject asset type.
| Source property | Atlan property | Where in Atlan |
|---|---|---|
label | name | asset preview and profile, overview sidebar |
name | apiName | overview sidebar |
description | description | asset preview and profile, overview sidebar |
custom | isCustom | asset preview and profile, overview sidebar |
mergable | isMergable | API only |
queryable | isQueryable | API only |
fieldCount | fieldCount | asset preview and overview sidebar |
webUrl | sourceURL | overview sidebar |
lastModifiedDate | sourceUpdatedAt | asset profile and properties sidebar |
lastModifiedBy | sourceUpdatedBy | asset profile and properties sidebar |
Fields
Atlan maps fields from Salesforce to its SalesforceField asset type.
| Source property | Atlan property | Where in Atlan |
|---|---|---|
label | name | asset preview and profile, overview sidebar |
name | apiName | overview sidebar |
type | dataType | asset preview, profile, and filter, overview sidebar |
description | description | asset preview and profile, overview sidebar |
lastModifiedDate | sourceUpdatedAt | asset profile and properties sidebar |
lastModifiedBy | sourceUpdatedBy | asset profile and properties sidebar |
calculated | isCalculated | API only |
calculatedFormula | formula | overview sidebar |
defaultValue | defaultValue | API only |
caseSensitive | isCaseSensitive | API only |
custom | isCustom | asset preview and profile, overview sidebar |
encrypted | isEncrypted | API only |
nillable | isNullable | overview sidebar (Empty values allowed field) |
polymorphicForeignKey | isPolymorphicForeignKey | API only |
order | order | API only |
length | maxLength | properties sidebar |
precision | precision | properties sidebar |
scale | numericScale | API only |
unique | isUnique | API only |
inlineHelpText | inlineHelpText | overview sidebar |
picklistValues | picklistValues | overview sidebar |
Reports
Atlan maps reports from Salesforce to its SalesforceReport asset type.
| Source property | Atlan property | Where in Atlan |
|---|---|---|
id | sourceId | overview sidebar |
name | name | asset preview and profile, overview sidebar |
reportType | reportType | overview sidebar |
detailColumns | detailColumns | overview sidebar |
description | description | asset preview and profile, overview sidebar |
webUrl | sourceURL | overview sidebar |
createdDate | sourceCreatedAt | asset profile and properties sidebar |
lastModifiedDate | sourceUpdatedAt | asset profile and properties sidebar |
createdBy | sourceCreatedBy | asset profile and properties sidebar |
lastModifiedBy | sourceUpdatedBy | asset profile and properties sidebar |
Dashboards
Atlan maps dashboards from Salesforce to its SalesforceDashboard asset type.
| Source property | Atlan property | Where in Atlan |
|---|---|---|
id | sourceId | overview sidebar |
name | name | asset preview and profile, overview sidebar |
dashboardType | dashboardType | overview sidebar |
reportCount | reportCount | asset preview and profile |
description | description | asset preview and profile, overview sidebar |
webUrl | sourceURL | overview sidebar |