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

⇱ Connect to Salesforce Data as an External Data Source using PolyBase

Connect to Salesforce Data as an External Data Source using PolyBase

👁 Dibyendu Datta
Dibyendu Datta
Lead Technology Evangelist
Use CData Connect AI and PolyBase to create an external data source in SQL Swerver with access to live Salesforce data.

PolyBase for SQL Server allows you to query external data by using the same Transact-SQL syntax used to query a database table. When paired with the CData ODBC Driver for Salesforce, you get access to your Salesforce data directly alongside your SQL Server data. This article describes creating an external data source and external tables to grant access to live Salesforce data using T-SQL queries.

NOTE: PolyBase is only available on SQL Server 19 and above.

CData Connect AI provides a pure SQL Server interface for Salesforce, allowing you to query data from Salesforce without replicating the data to a natively supported database. Using optimized data processing out of the box, CData Connect AI pushes all supported SQL operations (filters, JOINs, etc.) directly to Salesforce, leveraging server-side processing to return the requested Salesforce data quickly.

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 PolyBase

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

  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 Polybase.

Create an External Data Source for Salesforce Data

After configuring the connection, you need to create a credential database for the external data source.

Creating a Credential Database

Execute the following SQL command to create credentials for the external data source connected to Salesforce data.

NOTE: Set IDENTITY to your Connect AI username and set SECRET to your Personal Access Token.

CREATE DATABASE SCOPED CREDENTIAL ConnectCloudCredentials
WITH IDENTITY = 'yourusername', SECRET = 'yourPAT';

Create an External Data Source for Salesforce

Execute a CREATE EXTERNAL DATA SOURCE SQL command to create an external data source for Salesforce with PolyBase: 

CREATE EXTERNAL DATA SOURCE ConnectCloudInstance
WITH ( 
 LOCATION = 'sqlserver://tds.cdata.com:14333',
 PUSHDOWN = ON,
 CREDENTIAL = ConnectCloudCredentials
);

Create External Tables for Salesforce

After creating the external data source, use CREATE EXTERNAL TABLE statements to link to Salesforce data from your SQL Server instance. The table column definitions must match those exposed by CData Connect AI. You can use the Data Explorer in Connect AI to see the table definition.

👁 Table definition in the Data Explorer (Salesforce is shown)

Sample CREATE TABLE Statement

Execute a CREATE EXTERNAL TABLE SQL command to create the external table(s), using the collation and setting the LOCATION to three-part notation for the connection, catalog, and table. The statement to create an external table based on a Salesforce Account would look similar to the following.

CREATE EXTERNAL TABLE Account(
 Industry COLLATE [nvarchar](255) NULL,
 AnnualRevenue COLLATE [nvarchar](255) NULL,
 ...
) WITH ( 
 LOCATION='Salesforce1.Salesforce.Account',
 DATA_SOURCE=ConnectCloudInstance
);

Having created external tables for Salesforce in your SQL Server instance, you are now able to query local and remote data simultaneously. To get live data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your SQL Server database, try CData Connect AI today!