Salesforce Connection
This article describes how to connect to Salesforce.
Availability
| Data processing & catalog | Edge processing | Lineage | Exceptions |
|---|---|---|---|
✔ |
✗ |
✗ |
Doesn’t support:
|
Prerequisites
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Review how sources and connections work.
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Create a source to add this connection to.
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If using OAuth 2.0 authentication, create a connected app in Salesforce to obtain the Client ID and Client secret. See Create a Connected App in the Salesforce documentation.
Add a connection
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Go to [your source] > Connections and select Add Connection.
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In Connection type, select Salesforce.
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Fill in the following:
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Name: A meaningful name for your connection. Used to indicate the location of catalog items.
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Description (Optional): A short description of the connection.
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Login hostname (Optional): If your organization uses a custom Salesforce domain (for example,
my-company.salesforce.com), enter it here. Otherwise, leave the field empty.
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Add credentials
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Select Add Credentials.
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Choose an authentication method and continue with the corresponding step:
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Login credentials: Authentication using your Salesforce username, password, and security token.
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OAuth credentials: Authentication using Salesforce OAuth 2.0 with refresh tokens.
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| One set of credentials must be defined as default for each connection. Otherwise, DQ evaluation fails and previewing data in the catalog is not possible. |
Login credentials
To authenticate using username and password:
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Fill in the following:
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Name: Provide a clear name for this set of credentials.
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Description (Optional): Explain what the credentials are used for or provide other useful information.
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Username: The username associated with your Salesforce account.
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Password: The password associated with your Salesforce account.
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Token: The security token for accessing Salesforce from an IP address outside your trusted IP range.
To obtain or reset your security token, go to Setup > My Personal Information > Reset My Security Token in Salesforce. The token is sent to your registered email address.
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To use this set of credentials by default when connecting to the data source, select Set as default.
OAuth credentials
To authenticate using OAuth 2.0:
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Fill in the following:
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Name: Provide a clear name for this set of credentials.
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Description (Optional): Explain what the credentials are used for or provide other useful information.
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Client ID: The OAuth 2.0 consumer key associated with your Salesforce connected app.
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Client secret: The consumer secret for your Salesforce connected app. See Prerequisites.
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In Refresh token, select Generate to create a new token.
This redirects you to Salesforce to approve access. Select Allow to continue. Once generated, the token’s expiration date is shown in Refresh token valid till.
Ensure the refresh token option is enabled in Salesforce:
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Go to Setup > Apps > App Manager.
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Find your connected app and select Edit Policies.
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Verify that Refresh Token & Perform requests at any time is selected.
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To use this set of credentials by default when connecting to the data source, select Set as default.
Add write credentials
If you want to export data to this source, add write credentials. Select Add Credentials and follow the instructions in Add credentials.
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