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Trifacta Dataprep


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NOTE: The Salesforce connection has been disabled temporarily. In a future release, it will be replaced by an improved Salesforce connection. For more information, see Trifacta Support.


Feature Availability: This feature is available in Cloud Dataprep Premium by TRIFACTA® INC.


Contents:


You can create connections to your Salesforce instance from Cloud Dataprep by TRIFACTA® INC.. This connector is designed as a wrapper around the Salesforce REST API.

Limitations

  • This is a read-only connection. 
  • Single Sign-On (SSO) is not supported.
  • Custom domains are not supported.

Pre-requisites

  • The account used to login from Cloud Dataprep by TRIFACTA INC. must access Salesforce through a security token. 

    NOTE: Please contact your Salesforce administrator for the Server Name and the Security Token values.

  • The logged-in user must have required access to the tables and schema. For more information, see Using Salesforce.


Configure

To create this connection:

  • In the Connections page, select the Applications tab. Click the Salesforce card. 
  • See Connections Page.

Modify the following properties as needed:

PropertyDescription
Server Name

Enter the host name of your Salesforce implementation. Example value:

exampleserver.salesforce.com
Connect String OptionsApply any connection string options that are part of your authentication to Salesforce. For more information, see below.
User NameUsername to use to connect to the database.
PasswordPassword associated with the above username.
Security Token generated in accountPaste the security token associated with the account to use for this connection.
Test ConnectionAfter you have defined the connection credentials type, credentials, and connection string, you can validate those credentials.
Default Column Data Type Inference

Set to disabled to prevent the platform from applying its own type inference to each column on import. The default value is enabled .

Connection NameDisplay name of the connection
Connection DescriptionDescription of the connection, which appears in the application.

Connect string options

You can apply the following options to your connection string.

Include system columns

By default, Salesforce does not include system columns generated by Salesforce in any response. To include them, add the following value to the Connect String Options textbox:

ConfigOptions=(auditcolumns=all;mapsystemcolumnnames=0)

Unlimited number of calls

By default, Salesforce imposes a limit on the number of calls that can be made through the REST APIs by this connector. 

You can make the number of calls unlimited by appending the following to the Connect String Options textbox:

StmtCallLimit=0

Use

You can import datasets from Salesforce through the Import Data page. See Import Data Page.

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