SnapLogic's iPaaS platform helps organizations automate application, data and cloud integrations. When paired with CData Connect AI, SnapLogic gets access to live Salesforce data. This article demonstrates how to connect to Salesforce using Connect AI and integrate with Salesforce data in SnapLogic.
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 SnapLogic
Connectivity to Salesforce from SnapLogic is made possible through CData Connect AI. To work with Salesforce data from SnapLogic, 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 SnapLogic.
Connect to Salesforce from SnapLogic using Connect AI
To establish a connection from SnapLogic to CData Connect AI, you will need to download the CData Connect AI JDBC Driver.
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Open the Integrations page of CData Connect AI.
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Search for and select JDBC.
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Download and run the setup file.
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When the installation is complete, the JAR file can be found in the installation directory (inside the lib folder).
After copying the JDBC CData Connect AI JAR file, you will need to paste it into the SnapLogic installation location and configure the connection to Connect AI.
- Log into SnapLogic.
- Click the Managers tab.
- Select a folder from the Project Spaces to add the JDBC JAR file to.
👁 Selecting the hosting folder for the JAR file.
- Click the Files tab.
👁 Navigating to the 'Files' tab.
- Click the button in the top right to upload the CData Connect AI JDBC JAR file. It appears as a file once uploaded.
👁 Adding the JDBC Driver JAR
- Click the Designer tab.
- Click JDBC to expand the options for "snaps."
- Click and drag a Generic JDBC - Select "snap" onto the designer.
👁 Using a 'Select' snap.
- Click Add Account > Continue.
- Enter the JDBC connection properties.
- JDBC driver: add the CData Connect AI JAR file
- JDBC driver Class: enter cdata.jdbc.connect.ConnectDriver
- JDBC Url: enter a JDBC connection string for the JDBC driver. For example: jdbc:connect:AuthScheme=Basic;User={username};Password={PAT};
- Username: 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: enter the PAT you generated previously.
👁 Configuring the connection to CData Connect AI.
- Click Validate. If the connection succeeds, the "snap" is ready to use.
- Click Apply.
You can now create reports with the connected data.
Get CData Connect AI
To get live data access to hundreds of SaaS, Big Data, and NoSQL sources directly from SnapLogic,
try CData Connect AI today!
