Salesforce site

Steps

  1. Mark Select up to 32 fields from a table to select either the fields to fingerprint or a predefined database query.
  2. Use the drop-down list to select a table from the Salesforce database, or select a predefined query that can span multiple (joined) tables, such as “Sales this year.”
    • If you select a predefined query, no other action is required.
    • If you select a table, select up to 32 fields to fingerprint. These correspond to table columns.

      Forcepoint supplies the 10 most common Salesforce tables. It is possible to any of the tables used by salesforce.com via a public API from Salesforce.

  3. Under Selection as SOQL Query, review the SOQL query generated for the selection.
  4. Click View Sample Data to make sure that the correct information is fingerprinted.
  5. Select Use the following SOQL query to select records to construct a custom SOQL query.
    • Enter the query or click Copy Above Query, then modify the copied string.
    • Consult a database administrator when formatting the query, to make sure it doesn’t create any functionality, performance, or stability issues.

    Click View Sample Data to make sure that the correct information is fingerprinted.

  6. Click Next to continue. The system validates your SOQL query.