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URL: https://www.cdata.com/kb/tech/salesforce-cloud-adf.rst

⇱ Import Salesforce Data Using Azure Data Factory

Import Salesforce Data Using Azure Data Factory

👁 Dibyendu Datta
Dibyendu Datta
Lead Technology Evangelist
Use CData Connect AI to connect to Salesforce Data from Azure Data Factory and import live Salesforce data.

Microsoft Azure Data Factory (ADF) is a completely managed, serverless data integration service. When combined with CData Connect AI, ADF enables immediate cloud-to-cloud access to Salesforce data within data flows. This article outlines the process of connecting to Salesforce through Connect AI and accessing Salesforce data within ADF.

CData Connect AI offers a cloud-to-cloud interface tailored for Salesforce, granting you the ability to access live data from Salesforce data within Azure Data Factory without the need for data replication to a natively supported database. Equipped with optimized data processing capabilities by default, CData Connect AI seamlessly channels all supported SQL operations, including filters and JOINs, directly to Salesforce. This harnesses server-side processing to expedite the retrieval of the desired Salesforce data.

About Salesforce Data Integration

Accessing and integrating live data from Salesforce has never been easier with CData. Customers rely on CData connectivity to:

  • Access to custom entities and fields means Salesforce users get access to all of Salesforce.
  • Create atomic and batch update operations.
  • Read, write, update, and delete their Salesforce data.
  • Leverage the latest Salesforce features and functionalities with support for SOAP API versions 30.0.
  • See improved performance based on SOQL support to push complex queries down to Salesforce servers.
  • Use SQL stored procedures to perform actions like creating, retrieving, aborting, and deleting jobs, uploading and downloading attachments and documents, and more.

Users frequently integrate Salesforce data with:

  • other ERPs, marketing automation, HCMs, and more.
  • preferred data tools like Power BI, Tableau, Looker, and more.
  • databases and data warehouses.

For more information on how CData solutions work with Salesforce, check out our Salesforce integration page.


Getting Started


Configure Salesforce Connectivity for ADF

Connectivity to Salesforce from Azure Data Factory is made possible through CData Connect AI. To work with Salesforce data from Azure Data Factory, we start by creating and configuring a Salesforce connection.

CData Connect AI uses a straightforward, point-and-click interface to connect to data sources.

  1. Log into Connect AI, click Sources, and then click Add Connection
    2. 👁 Adding a Connection
  2. Select "Salesforce" from the Add Connection panel
    3. 👁 Selecting a data source
  3. Salesforce uses OAuth to authenticate. Click "Sign in" to authenticate with Salesforce. 👁 Authenticating with OAuth (Salesforce is shown).
  4. Navigate to the Permissions tab in the Add Salesforce Connection page and update the User-based permissions. 👁 Updating permissions

Add a Personal Access Token

When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

  1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
  2. On the Settings page, go to the Access Tokens section and click Create PAT.
  3. Give the PAT a name and click Create. 👁 Creating a new PAT
  4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured and a PAT generated, you are ready to connect to Salesforce data from Azure Data Factory.

Access Live Salesforce Data in Azure Data Factory

To establish a connection from Azure Data Factory to the CData Connect AI Virtual SQL Server API, follow these steps.

  1. Login to Azure Data Factory.
    2. 👁 Logging in to ADF
  2. If you have not yet created a Data Factory, Click New -> Dataset.
    3. 👁 Creating new data factory
  3. In the search bar, enter SQL Server and select it when it appears. On the following screen, enter a name for the server. In the Linked service field, select New.
    4. 👁 Selecting SQL Server
  4. Enter the connection settings.
    • Name - enter a name of your choice.
    • Server name - enter the Virtual SQL Server endpoint and port separated by a comma: tds.cdata.com,14333
    • Database name - enter the Connection Name of the CData Connect AI data source you want to connect to (for example, Salesforce1).
    • User Name - enter your CData Connect AI username. This is displayed in the top-right corner of the CData Connect AI interface. For example, [email protected].
    • Password - select Password (not Azure Key Vault) and enter the PAT you generated on the Settings page.
    • Click Create.
    5. 👁 Configuring new linked service
  5. In Set properties, set the Name, choose the Linked service we just created, select a Table name from those available, and Import schema from connection/store. Click OK.
    6. 👁 Setting the properties
  6. After creating the linked service, the following screen should appear:
    7. 👁 Displaying the new screen
  7. Click preview data to see the imported Salesforce table.
    8. 👁 Previewing the imported table
    You can now use this dataset when creating data flows in Azure Data Factory.

Get CData Connect AI

To get live data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your cloud applications, try CData Connect AI today!