Integrating Salesforce Data in Talend Cloud Data Management Platform

Qlik's Talend Cloud Data Management Platform supports various data environments, enabling analytics for smarter decisions, operational data sharing, data and application modernization, and establishing data excellence for risk reduction. When paired with the CData JDBC Driver for Salesforce, you can improve data integration, quality, and governance for your Salesforce Data. This article shows how you can easily integrate to Salesforce using a CData JDBC Driver in Talend Cloud Data Management, and then view the data for simultaneous use in your workflow.

Getting Started

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Prerequisites

Before connecting the CData JDBC Driver to view and work with your data in Talend Cloud Data Management Platform, make sure to download and install the latest version of Talend Studio on your system. Also, ensure that you have the required prerequisites.

1. A Talend Cloud Data Management account with appropriate permissions.
2. The CData JDBC Driver for Salesforce, which can be downloaded from the CData website.

Connect to Salesforce in Talend as a JDBC data source

Access Talend Data Management Cloud

1. Run the Talend Cloud Data Management Platform installed on your local system and click on Other Login Mode. 👁 Log into Talend Cloud Data Management Platform locally
   
2. Click on Manage Connections. Set Repository to "Local" and enter the Name, Description and User E-mail in the respective spaces. Set the Workspace path and click on OK. 👁 Manage a connection.
   👁 Create a connection in Talend Data Management Cloud
   
3. Now, select the Create a new project radio button to add a new project name and click on Create. 👁 Create a new project.
   
4. The new project should appear under the Select an existing project section. Click on Open. The Talend Cloud Data Management Platform workspace opens up. 👁 Open the Talend Cloud Data Management Platform workspace.
   

Create a new connection

1. In the navigation pane, locate and expand the Metadata dropdown. Right-click on Db Connections and select Create Connection. 👁 Create a new connection in the Talend platform under Db connections.
   
2. Search for and select 'JDBC' in the Find section of the Database Connection window. Then, click on Finish. 👁 Search and select the JDBC connector.
   
3. Enter the Name, Purpose and Description of the new database in Talend where you need to load the Salesforce data. Click on Next. 👁 Enter details of the database toload the source data.
   
4. Generate a JDBC URL for connecting to Salesforce, beginning with jdbc:salesforce: followed by a series of semicolon-separated connection string properties.

   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.

   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.

   👁 Using the built-in connection string designer to generate a JDBC URL (Salesforce is shown.)
   

   A typical JDBC URL is below:

   jdbc:salesforce:InitiateOAuth=GETANDREFRESH;MFACode=YourMFACode
   

5. Enter the JDBC URL copied from CData JDBC Driver for Salesforce in Edit new database. 👁 Enter the JDBC URL (Salesforce is shown).
   

6. Click on the "(+) Add" button under Drivers. A 'newLine' will appear in the Drivers board. Click on (...) at the end of the new line, select the Install a new module radio button, and click on (...) to add the path to the JAR file, located in the 'lib' subfolder of the installation directory. Click on OK. 👁 Add a new line in Drivers board to add the path to the Salesforce JAR file (Salesforce is shown).
   👁 The lib folder which contains the Salesforce JAR file (Salesforce is shown).
   👁 Add the JAR installation path in 'Install a new module' (Salesforce is shown).
   
7. Select the Driver Class as cdata.jdbc.salesforce (JAR file obtained from your installation directory given in the previous step). 👁 Add the Driver class.
   

Test the new connection

1. Click on Check Connection. If the entered details are correct, a "Connection successful" confirmation prompt will appear. Click on "OK" and "Finish". 👁 Check the connection.
   
2. Once the connection is established, right-click on the newly created connection and select Retrieve Schema. You can use the filters as well to retrieve the data as per your requirements. Click on Next. 👁 Retrieve schema from the datasource.
   👁 Add the necessary filters.
   
3. Expand the "CData" catalog in the Schema window and select the tables you want to import from the Salesforce schema. Click on Next. 👁 Select a table from the Salesforce schema.
   
4. In the next step, select the columns you want to view from the table and click on Finish. 👁 Select the necessary columns from the selected table.
   
5. All the selected tables from the Salesforce schema are now populated under the Table Schemas section of the JDBC connection.
6. Right-click on any of the selected tables and click on Data Viewer to preview the data from the data source. 👁 Click on Data Viewer to view the source data.
   👁 Display the source table view.
   

Get Started Today

Download a free, 30-day trial of the CData JDBC Driver for Salesforce and integrate Salesforce data into Talend Cloud Data Management Platform. Reach out to our Support Team if you have any questions.