Bridge Salesforce Connectivity with Apache NiFi

Apache NiFi supports powerful and scalable directed graphs of data routing, transformation, and system mediation logic. When paired with the CData JDBC Driver for Salesforce, NiFi can work with live Salesforce data. This article describes how to connect to and query Salesforce data from an Apache NiFi Flow.

With built-in optimized data processing, the CData JDBC driver offers unmatched performance for interacting with live Salesforce data. When you issue complex SQL queries to Salesforce, the driver pushes supported SQL operations, like filters and aggregations, directly to Salesforce and utilizes the embedded SQL engine to process unsupported operations client-side (often SQL functions and JOIN operations). Its built-in dynamic metadata querying allows you to work with and analyze Salesforce data using native data types.

Getting Started

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Connecting to Salesforce Data in Apache NiFi

1. Download the CData JDBC Driver for Salesforce installer, unzip the package, run the .exe file to install the driver.

2. Copy the CData JDBC Driver JAR file (and license file if it exists), cdata.jdbc.salesforce.jar (and cdata.jdbc.salesforce.lic), to the Apache NiFi lib subfolder, for example, C:\nifi-1.3.0-bin\nifi-1.3.0\lib.

   On Windows, the default location for the CData JDBC Driver is C:\Program Files\CData\CData JDBC Driver for Salesforce.

3. Start Apache NiFi by running the run-nifi.bat file in bin subfolder, for example, C:\nifi-1.3.0-bin\nifi-1.3.0\bin.

   (OR)

   Use the command prompt to navigate to the particular directory and run the run-nifi.bat file for example:

   cd C:\nifi-1.3.0-bin\nifi-1.3.0\bin
   .\run-nifi.bat
   

4. Navigate to the Apache NiFi UI in your web browser: It should be https://localhost:8443/nifi.

   Note: If users are utilizing an older version of Apache NiFi, they should access it via http://localhost:8080/nifi. In earlier versions, HTTP was the protocol employed. However, in the most recent version, HTTPS is the standard. By default, HTTP operates on port 8080, while HTTPS uses port 8443.

5. When accessing Apache NiFi via a URL, it prompts you to enter a username and password for login.

   👁 Enter Username and Password for login
   

   To retrieve login credentials, users should consult the 'App.log' file located within the log directory of their NiFi installation. This file typically contains the necessary details for accessing the NiFi interface.

   👁 Retrieve login credentials from App.log file
   
6. Right-click on the Nifi Flow's workspace and click "Controller Services" 👁 Configuring the Process Group
   
7. Click the button to create a new controller service. 👁 Creating a new Controller Service
   
8. In the Controller Services section, location the newly created "DBCPConnection Pool" and click the menu () >> Edit to configure the new connection. 👁 Configure the new DBCPConnection Pool
   

9. Fill in the properties:

   • Database Connection URL: jdbc:salesforce:InitiateOAuth=GETANDREFRESH;MFACode=YourMFACode
   • Database Driver Class Name: cdata.jdbc.salesforce.SalesforceDriver
   • Database Driver Location(s): Path to your Apache NiFi's lib folder where the JAR files are present.

   Built-in Connection String Designer

   For assistance in constructing the JDBC URL, use the connection string designer built into the Salesforce JDBC Driver. Either double-click the JAR file or execute the JAR file from the command-line.

   java -jar cdata.jdbc.salesforce.jar
   

   Fill in the connection properties and copy the connection string to the clipboard.

   There are several authentication methods available for connecting to Salesforce: OAuth, Login (or basic), and SSO. The Login method requires you to have the username, password, and security token of the user.

   OAuth Authentication (default)

   The default authentication mechanism (and the one preferred by Salesforce) is OAuth. To use OAuth with CData's embedded OAuth application, leave the connection properties blank. If you have configured your own custom OAuth application with Salesforce (see the Help documentation for more information), set OAuthClientId, OAuthClientSecret, and CallbackURL to the properties for you application. Set InitiateOAuth to the desired OAuth flow ("GETANDREFRESH" will have the connector manage the entire OAuth flow).

   Login (or Basic) Authentication

   If you do not wish do not wish to use OAuth authentication, you can use Login (or basic) authentication. Set AuthScheme to Basic, and set the User, Password, and SecurityToken properties. You can configure your security token in Salesforce.

   SSO (single sign-on) Authentication

   SSO (single sign-on) can be used by setting the SSOProperties, SSOLoginUrl, and SSOExchangeURL connection properties, which allow you to authenticate to an identity provider. See the "Getting Started" chapter in the Help documentation for more information.

   Multi-Factor Authentication (MFA)

   If your Salesforce org has MFA enforcement enabled, set MFACode to the time-based one-time passcode (TOTP) generated by your authenticator app (such as Salesforce Authenticator or Google Authenticator). MFACode applies to both OAuth and Login authentication flows.

   👁 Using the built-in connection string designer to generate a JDBC URL (Salesforce is shown.)
   
10. In the Controller Services section, locate the newly created DBCPConnection Pool and click the menu () >> Enable to enable the new connection.
11. In the "Enable Controller Service" window, set Scope to "Service and referencing components" 👁 Setting the scope of the Controller Service
    
12. To establish a connection and execute a select query, simply drag and drop the processor (indicated by the yellow highlight) into the workspace. 👁 Establish a connection and execute a select query
    
13. Select the 'ExecuteSQL' processor and click the 'Add' button to make it visible in the workspace. 👁 Select 'ExecuteSQL' and 'Add'
    
14. Double-click on the added processor (ExecuteSQL)to open the connection page. 👁 Click on ExecuteSQL processor to get redirected to the connection page
    
15. In the Properties section, fill in the required information. Make sure to set the Database Connection Pooling Service to match the DBCPConnectionPool that you have created, and set your desired SQL query that you want to get executed in the SQL select query section. 👁 Verify and test connection
    
16. Go to Relationships and make sure to select an option on how the component should proceed in case of success and failure of the execution process. 👁 Apply the connection
    
17. You can enable the ExecuteSQL component by either selecting it and clicking Enable on the Operation section, or by right-clicking it and selecting Enable. 👁 Click on the lightning button
    

Your Salesforce data is now available for use in Apache NiFi. For example, you can use the DBCPConnection Pool as the source for a QueryDatabaseTable processor (shown below).

Download a free, 30-day trial of the CData JDBC Driver for Salesforce and start working with your live Salesforce data in Apache NiFi. Reach out to our Support Team if you have any questions.