Extracting data from CRM

Customers that use Network and Veeva CRM can extract object data from Veeva CRM and publish the .csv files directly to Network's FTP server. Using the Veeva Connector, you no longer have to manually create the .csv files in CRM and load them to Network's FTP server.

Overview of tasks

To extract data from CRM, the following tasks must be completed:

  • Add Salesforce credentials to Network - The credentials are used to connect to Veeva CRM.
  • Create a connector - Connect to Veeva CRM to extract the object data using SOQL and publish the files to Network's FTP server.

The following sections describe how to complete these tasks.

Add Salesforce credentials

Add the Salesforce credentials so they are saved in Network and you can refer to them when you are creating the Veeva Connector configuration for CRM.

To add the Salesforce credentials:

  1. In the Admin console, click Settings > External Credentials.
  2. Click Add Credentials.
  3. In the New External Credential dialog, select Salesforce. Click OK.
  4. On the New External Credential page, provide the following information:
    1. Name - Type a name for the credential. For example, Verteo CRM US. Names must be unique.
    2. Username - The CRM integration user ID.
    3. Password - The password for the CRM integration user.
  5. In the URL list, choose one of the following URLs for the Salesforce domain:

    • https://login.salesforce.com - Use for production instances.
    • https://test.salesforce.com - Use for test instances.
  6. Click Test Connection to ensure that the credentials are correct.

    A panel displays to provide information about the environment the credential is connecting to and to indicate if the credentials are valid or if there were issues connecting to the Salesforce server (not credential-related). Warnings display if you are potentially connecting to the wrong environment

  7. Save your changes. If you did not test the credentials, they will be tested now. Invalid credentials will not be saved.
  8. The credentials are stored and can be used in the Veeva Connector configuration for CRM.

Create a connector to Veeva CRM

Create a Veeva Connector configuration for CRM so you can extract the object data and load it to your Network FTP.

  1. In the Admin console, click System Interfaces > Veeva Connector.
  2. Click Add Veeva Connector.
  3. In the Add Veeva Connector dialog, expand the lists to select the following values:

    • Connector Type - CRM
    • Operation - Extract

    Click Next.

  4. In the Details section, choose Enabled and define the following information:

    • Name - Type a meaningful name for the connector.
    • System - Choose a system. If you do not have a system configured for CRM, create one by navigating to System Interfaces >Systems.
  5. Choose the Salesforce credentials in the Connection Settings section.

    Click Test Connection to ensure that the credentials are valid.

    A panel displays to provide information about the environment the credential is connecting to and to indicate if the credentials are valid or if there were issues connecting to the Salesforce server (not credential-related). Warnings display if you are potentially connecting to the wrong environment

  6. In the Extract Settings section, define the Network FTP path to store the .csv files that will be extracted from CRM.

    Tip: Define the FTP path that you will use to load the data into Network using a source subscription.

  7. Under the Extraction Objects heading, specify the objects that will be taken from CRM. For each object, define the following details:

    • Object - The CRM object name; for example, Account.
    • File Prefix - The prefix for the .csv file that will be saved to Network FTP server.

      The .csv file name is the following format: <prefix>_<organization_id>_<timestamp>.csv.

      Example: account_5014000000C8cuI024_20190825_1345.csv

    • Extraction SOQL - The Salesforce Object Query Language (SOQL) query to extract the object from CRM.

    To include more objects, click + Add Object.

  8. In the Job Trigger Configuration section, define the schedule for the job and any subsequent actions that will start when this job finishes.

    Job Schedule - Run the job manually or on a scheduled basis. If you select Manual, the job only runs when you click the Start Job button on the configuration page.

    Job Triggers - Trigger other actions to start after a job runs.

    Available triggers:

    • Send email - Specify users that should be notified for successful and unsuccessful job outcomes.
    • Start a job - Start a subsequent job when this job successfully completes. For example, you can start a source subscription to load the data into Network when the CRM extract job completes.

    For more information, see Subscription job triggers.

  9. Save your changes.

The Veeva CRM integration is complete. When the extract job runs, Network will connect to CRM to retrieve the object data and load the .csv files to Network's FTP server. To load the data into Network, create a source subscription. For more information, see Add a source subscription.