This Data Stream example demonstrates how to use this Context Provider to retrieve Account records from Salesforce.

Refer to configuration to understand all configuration options of this Agent.

Step 1: Add the Agent

Drag the Salesforce Context Provider Agent onto the canvas. Link the output endpoint to the printer, rename it, and save the Data Stream.

Step 2: Configure General

Select the Agent and click Configure. In this case, keep the default collection and polling interval the same.

Step 3: Configure Authentication

Tick to use variables and enter the Salesforce login details: username, password, and whether it is a sandbox.

Step 4: Configure Custom API OAuth Settings

Select the consumer key and secret.

Step 5: Configure Object

Set the object to be retrieved. In this case, select Account.

Step 6: Limit Rows Retrieved

Set a limit on the number of accounts returned. In this case, enter 5.

Apply the changes, save the Data Stream, and publish it.

Step 7: Results

Let's look at the Live Data View. Observe that 5 account records are printed every 10 seconds.


See the Import, Export, and Clone - XMPro article for steps to import a Data Stream.

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