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Salesforce Connection

Create a source

To connect to Salesforce:

  1. Navigate to Catalog > Sources.

  2. Select Create.

  3. Provide the following:

    • Name: The source name.

    • Description: A description of the source.

    • Deployment (Optional): Choose the deployment type.

      You can add new values if needed.

    • Stewardship: The source owner and roles. For more information, see Stewardship.

  4. Save your changes to proceed.

You do not always need to create a new data source. You can also add connections to existing sources.

Add a connection

  1. Select Add Connection.

  2. In Select connection type, choose Others > Salesforce.

  3. Provide the following:

    • Name: A meaningful name for your connection. This is used to indicate the location of catalog items.

    • Description (Optional): A short description of the connection.

    • Login hostname (Optional): If your organization uses a custom domain for hosting Salesforce, for example, my-company.salesforce.com, provide it here.

      Otherwise, leave this field empty.

Add credentials

  1. Select Add Credentials.

  2. Choose an authentication method and proceed with the corresponding step:

OAuth Credentials

  1. Provide the following:

    • Name (Optional): A name for this set of credentials.

    • Description (Optional): A description for this set of credentials.

    • Client ID: The OAuth 2.0 consumer key associated with the Salesforce account.

    • Client secret: The consumer secret for the Salesforce account.

    • Refresh token valid till (Optional): Manually specify the token validity period.

    • Refresh token: The OAuth 2.0 refresh token. Allows the application to authenticate after the access token has expired without having to prompt the user for credentials.

      Select Generate to create a new token.

      You are redirected to Salesforce to approve access: select Allow.

      Once you do this, the expiration date of the refresh token is updated in Refresh token valid till.

      Make sure the refresh token option is enabled in Salesforce. To confirm this:

      1. Go to Setup > Apps > App Manager.

      2. Find your connected app and select Edit Policies.

      3. Make sure Refresh Token & Perform requests at any time is enabled.

  2. If you want to use this set of credentials by default when connecting to the data source, select Set as default.

    One set of credentials must be set as default for each connection. Otherwise, DQ evaluation fails and previewing data in the catalog is not possible.

  3. Proceed with Test the connection.

Login Credentials

  1. Provide the following:

    • Name (Optional): A name for this set of credentials.

    • Description (Optional): A description for this set of credentials.

    • Token: The security token allowing access to Salesforce from an IP address outside user’s trusted IP range.

    • Username: The username associated with your Salesforce account.

    • Password: The password associated with your Salesforce account.

  2. If you want to use this set of credentials by default when connecting to the data source, select Set as default.

    One set of credentials must be set as default for each connection. Otherwise, DQ evaluation fails and previewing data in the catalog is not possible.

  3. Proceed with Test the connection.

Add write credentials

Write credentials are required if you want to export data to this source.

To configure these, in Write credentials, select Add Credentials and follow the corresponding step depending on the chosen authentication method (see Add credentials).

Make sure to set one set of write credentials as default. Otherwise, this connection isn’t shown when configuring data export.

Test the connection

To test and verify whether the data source connection has been correctly configured, select Test Connection.

If the connection is successful, continue with the following step. Otherwise, verify that your configuration is correct and that the data source is running.

Save and publish

Once you have configured your connection, save and publish your changes. If you provided all the required information, the connection is now available for other users in the application.

In case your configuration is missing required fields, you can view a list of detected errors instead. Review your configuration and resolve the issues before continuing.

Next steps

You can now browse and profile assets from your Salesforce connection.

In Catalog > Sources, find and open the source you just configured. Switch to the Connections tab and select Import or run Term detection.

Or, to import or profile only some assets, select Browse on the Connections tab. Choose the assets you want to analyze and then the appropriate profiling option.

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