Airbyte empowers users to load your data into any data warehouse, data lake, or database. When combined with CData Connect AI, Airbyte users can create Extract, Load, Transform (ELT) pipelines directly from live Salesforce data. This article illustrates the process of connecting to Salesforce through Connect AI and constructing ELT pipelines for Salesforce data within Airbyte.
CData Connect AI offers a dedicated SQL Server interface for Salesforce, facilitating data querying without the need for data replication to a native database. With built-in optimized data processing capabilities, CData Connect AI efficiently directs all supported SQL operations, including filters and JOINs, straight to Salesforce. This harnesses server-side processing to swiftly retrieve 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 Airbyte
Connectivity to Salesforce from Airbyte is made possible through CData Connect AI. To work with Salesforce data from Airbyte, we start by creating and configuring a Salesforce connection.
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Log into Connect AI, click Sources, and then click Add Connection
👁 Adding a Connection
- Select "Salesforce" from the Add Connection panel
👁 Selecting a data source
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Salesforce uses OAuth to authenticate. Click "Sign in" to authenticate with Salesforce.
👁 Authenticating with OAuth (Salesforce is shown).
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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.
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Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
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On the Settings page, go to the Access Tokens section and click Create PAT.
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Give the PAT a name and click Create.
👁 Creating a new PAT
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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 Airbyte.
Connect to Salesforce from Airbyte
To establish a connection from Airbyte to CData Connect AI, follow these steps.
- Log in to your Airbyte account
👁 Logging into Airbyte
- On the left panel, click Sources, then Add New Source
- Set Source Type to MSSQL Server to connect the TDS endpoint
- Set Source Name
- Set Host URL to tds.cdata.com
- Set Port to 14333
- Set Database to the name of the connection you previously configured, e.g. Salesforce1.
- Set Username to your Connect AI username
- Set SSL Method to Encrypted (trust server certificate), leave the Replication Method as standard, and set SSH Tunnel Method to No Tunnel
- (Optional) Set Schema to anything you want to apply to the source
- Set Password to your Connect AI PAT
- (Optional) Enter any needed JBDC URL Params
- Click Test and Save to create the data source.
👁 Configuring the connection to Connect AI
Create ELT Pipelines for Salesforce Data
To connect Salesforce data with a new destination, click Sources and then Set Up Connection to connect to your destination. Select the source created above and your desired destination, then allow Airbyte to process. When it is done, your connection is ready for use.
Get CData Connect AI
To get live data access to hundreds of SaaS, Big Data, and NoSQL sources directly from Airbyte,
try CData Connect AI today!
