Access Salesforce Data Without Data Sync Using Direct Data (Pilot)

Recipes can now access data in more Salesforce objects, not just the connected ones that you sync. When using direct data, the recipe pulls the latest data directly from the Salesforce object, bypassing the data sync step. Because direct data isn’t optimized for performance like connected objects, use direct data only when data sync isn’t available or when the Salesforce object is used as the source for one recipe only.

Where: This change applies to Tableau CRM (formerly Einstein Analytics) in Lightning Experience and Salesforce Classic. Tableau CRM is available in Developer Edition and for an extra cost in Enterprise, Performance, and Unlimited editions.

We provide Salesforce Data Direct to selected customers through a pilot program that requires agreement to specific terms and conditions. To be nominated to participate in the program, contact Salesforce. Pilot programs are subject to change, and we can’t guarantee acceptance. Salesforce Data Direct isn’t generally available unless or until Salesforce announces its general availability in documentation or in press releases or public statements. We can’t guarantee general availability within any particular time frame or at all. Make your purchase decisions only on the basis of generally available products and features. You can provide feedback and suggestions for Salesforce Direct Data in the Trailblazer Community.

How: When you add an input node to a recipe, you can now select direct data in addition to datasets and connected objects. The Add Input Data page shows datasets, connected objects, and direct data.

Each object in the Add Input Data page appears with an icon that denotes whether the object is a connected object (Connected Object icon), dataset (Dataset icon), or direct data (Direct Data icon). Salesforce objects that aren’t connected appear as direct data.
Tip

Tip

To achieve faster runtimes, use connected objects instead of direct data when multiple recipes access the same Salesforce object or when a single recipe accesses multiple Salesforce objects. Recipes with connected objects run faster because data is synced in advance. They also run faster because multithreading is enabled for connected objects, where multiple, simultaneous Bulk API calls are made to process data in parallel. Unlike connected objects, direct data uses single threading, where Data Prep extracts data from one source object at a time. For example, if you have 4 recipes, each with 5 source objects, Data Prep pulls data from one object in one recipe while the other 19 source objects wait in the queue.