What does Atlan crawl from Salesforce?

Atlan only performs GET requests on these five endpoints:

  1. sObject Basic Information
  2. Query
  3. Reports
  4. Dashboards
  5. Folders
💪 Did you know? 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
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
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

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