Page tree

Trifacta Dataprep


Contents:

On April 28, 2021, Google is changing the required permissions for attaching IAM roles to service accounts. If you are using IAM roles for your Google service accounts, please see Changes to User Management.

   

Feature Availability: This feature is available in the following editions:

  • Cloud Dataprep Premium by TRIFACTA® INC.
  • Cloud Dataprep Standard 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.
Credential Type

Select the type of credentials to provide with the connection:

  • SecurityToken - apply the security token that has been generated within the account to authenticate to Salesforce.

OAuth 2.0 Client

(OAuth 2.0 credential type) Select the OAuth 2.0 client to use.

NOTE: Since the Salesforce connection is a single global connection, there is only one OAuth 2.0 client available for your workspace.

User Name(SecurityToken credential type) Username to use to connect to the database.
Password(SecurityToken credential type) Password associated with the above username.
Security Token generated in account(SecurityToken credential type) Paste the security token associated with the account to use for this connection.
Test Connection

(SecurityToken credential type) After 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

Connection timeout

By default, the supported driver applies a connection timeout to Salesforce of 60 seconds. As needed, you can modify the connection timeout through connect string options:

timeout=<value_in_seconds>

where:

<value_in_seconds> corresponds to the number of seconds for the time. 

NOTE: Although it is not recommended, you can set this value to 0 to disable timeouts.

Schema caching

By default, the connection driver uses schema caching to speed up ingestion. To surface changes to Salesforce tables/schema immediately, you can use the following options to disable schema caching by the connection:

Other='cachemetadatatable=false;cachemetadatatablecolumns=false;'

Use

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

This page has no comments.