VOOZH about

URL: https://www.cdata.com/kb/tech/salesforce-ssis-databricks.rst

⇱ Migrating data from Salesforce to Databricks using CData SSIS Components.


Migrating data from Salesforce to Databricks using CData SSIS Components.

πŸ‘ Cameron Leblanc
Cameron Leblanc
Senior Technology Evangelist
Easily push Salesforce data to Databricks using the CData SSIS Tasks for Salesforce and Databricks.

Databricks is a unified data analytics platform that allows organizations to easily process, analyze, and visualize large amounts of data. It combines data engineering, data science, and machine learning capabilities in a single platform, making it easier for teams to collaborate and derive insights from their data.

The CData SSIS Components enhance SQL Server Integration Services by enabling users to easily import and export data from various sources and destinations.

In this article, we explore the data type mapping considerations when exporting to Databricks and walk through how to migrate Salesforce data to Databricks using the CData SSIS Components for Salesforce and Databricks.

Data Type Mapping

Databricks Schema CData Schema

int, integer, int32

int

smallint, short, int16

smallint

double, float, real

float

date

date

datetime, timestamp

datetime

time, timespan

time

string, varchar

If length > 4000: nvarchar(max), Otherwise: nvarchar(length)

long, int64, bigint

bigint

boolean, bool

tinyint

decimal, numeric

decimal

uuid

nvarchar(length)

binary, varbinary, longvarbinary

binary(1000) or varbinary(max) after SQL Server 2000


Special Considerations

  • String/VARCHAR: String columns from Databricks can map to different data types depending on the length of the column. If the column length exceeds 4000, then the column is mapped to nvarchar (max). Otherwise, the column is mapped to nvarchar (length).
  • DECIMAL Databricks supports DECIMAL types up to 38 digits of precision, but any source column beyond that can cause load errors.

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


Prerequisites

Create the project and add components

  1. Open Visual Studio and create a new Integration Services Project. πŸ‘ Create the SSIS project
  2. Add a new Data Flow Task to the Control Flow screen and open the Data Flow Task.
  3. Add a CData Salesforce Source control and a CData Databricks Destination control to the data flow task. πŸ‘ Add the source and destination controls (Salesforce is shown)

Configure the Salesforce source

Follow the steps below to specify properties required to connect to Salesforce.

  1. Double-click the CData Salesforce Source to open the source component editor and add a new connection. πŸ‘ Open the source component editor (Salesforce is shown)
  2. In the CData Salesforce Connection Manager, configure the connection properties, then test and save the connection.

    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.

    πŸ‘ Configure the source connection (Salesforce is shown)
  3. After saving the connection, select "Table or view" and select the table or view to export into Databricks, then close the CData Salesforce Source Editor. πŸ‘ Select the table to export (Salesforce is shown)

Configure the Databricks destination

With the Salesforce Source configured, we can configure the Databricks connection and map the columns.

  1. Double-click the CData Databricks Destination to open the destination component editor and add a new connection. πŸ‘ Open the destination component editor
  2. In the CData Databricks Connection Manager, configure the connection properties, then test and save the connection. To connect to a Databricks cluster, set the properties as described below.

    Note: The needed values can be found in your Databricks instance by navigating to Clusters, selecting the desired cluster, and selecting the JDBC/ODBC tab under Advanced Options.

    • Server: Set to the Server Hostname of your Databricks cluster.
    • HTTPPath: Set to the HTTP Path of your Databricks cluster.
    • Token: Set to your personal access token (this value can be obtained by navigating to the User Settings page of your Databricks instance and selecting the Access Tokens tab).

    Other helpful connection properties

    • QueryPassthrough: When this is set to True, queries are passed through directly to Databricks.
    • ConvertDateTimetoGMT: When this is set to True, the components will convert date-time values to GMT, instead of the local time of the machine.
    • UseUploadApi: Setting this property to true will improve performance if there is a large amount of data in a Bulk INSERT operation.
    • UseCloudFetch: This option specifies whether to use CloudFetch to improve query efficiency when the table contains over one million entries.
    πŸ‘ Configure the destination connection
  3. After saving the connection, select a table in the Use a Table menu and in the Action menu, select Insert. πŸ‘ Choose the destination table
  4. On the Column Mappings tab, configure the mappings from the input columns to the destination columns. πŸ‘ Map the columns (Salesforce is shown)

Run the project

You can now run the project. After the SSIS Task has finished executing, data from your SQL table will be exported to the chosen table.

Ready to get started?

Download a free trial of the Salesforce SSIS Component to get started:

 Download Now

Learn more:

πŸ‘ Salesforce Icon
Salesforce SSIS Components

Powerful SSIS Source & Destination Components that allows you to easily connect SQL Server with live Salesforce account data through SSIS Workflows.

Use the Salesforce Data Flow Components to synchronize with Salesforce Leads, Contacts, Opportunities, Accounts, etc. Perfect for data synchronization, local back-ups, workflow automation, and more!