OpenMetadata/openmetadata-docs/content/v1.0.0/connectors/database/salesforce/airflow.md

---
title: Run Salesforce Connector using Airflow SDK
slug: /connectors/database/salesforce/airflow
---

# Run Salesforce using the Airflow SDK

{% multiTablesWrapper %}

| Feature            | Status                       |
| :----------------- | :--------------------------- |
| Stage              | PROD                         |
| Metadata           | {% icon iconName="check" /%} |
| Query Usage        | {% icon iconName="cross" /%} |
| Data Profiler      | {% icon iconName="check" /%} |
| Data Quality       | {% icon iconName="check" /%} |
| Lineage            | {% icon iconName="cross" /%}         |
| DBT                | {% icon iconName="cross" /%} |
| Supported Versions | --                           |

| Feature      | Status                       |
| :----------- | :--------------------------- |
| Lineage      | {% icon iconName="cross" /%}          |
| Table-level  | {% icon iconName="cross" /%} |
| Column-level | {% icon iconName="cross" /%} |

{% /multiTablesWrapper %}

In this section, we provide guides and references to use the Salesforce connector.

Configure and schedule Salesforce metadata and profiler workflows from the OpenMetadata UI:

- [Requirements](#requirements)
- [Metadata Ingestion](#metadata-ingestion)

## Requirements

{%inlineCallout icon="description" bold="OpenMetadata 0.12 or later" href="/deployment"%}
To deploy OpenMetadata, check the Deployment guides.
{%/inlineCallout%}

To run the Ingestion via the UI you'll need to use the OpenMetadata Ingestion Container, which comes shipped with
custom Airflow plugins to handle the workflow deployment.


Following are the permissions you will require to fetch the metadata from Salesforce.

**API Access**: You must have the API Enabled permission in your Salesforce organization.

**Object Permissions**: You must have read access to the Salesforce objects that you want to ingest.

### Python Requirements

To run the Salesforce ingestion, you will need to install:

```bash
pip3 install "openmetadata-ingestion[salesforce]"
```

## Metadata Ingestion

All connectors are defined as JSON Schemas.
[Here](https://github.com/open-metadata/OpenMetadata/blob/main/openmetadata-spec/src/main/resources/json/schema/entity/services/connections/database/salesforceConnection.json)
you can find the structure to create a connection to Salesforce.

In order to create and run a Metadata Ingestion workflow, we will follow
the steps to create a YAML configuration able to connect to the source,
process the Entities if needed, and reach the OpenMetadata server.

The workflow is modeled around the following
[JSON Schema](https://github.com/open-metadata/OpenMetadata/blob/main/openmetadata-spec/src/main/resources/json/schema/metadataIngestion/workflow.json)

### 1. Define the YAML Config

This is a sample config for Salesforce:

{% codePreview %}

{% codeInfoContainer %}

#### Source Configuration - Service Connection

{% codeInfo srNumber=1 %}

**username**: Username to connect to the Salesforce. This user should have the access as defined in requirements.

{% /codeInfo %}

{% codeInfo srNumber=2 %}

**password**: Password to connect to Salesforce.

{% /codeInfo %}


{% codeInfo srNumber=4 %}

**securityToken**: Salesforce Security Token is required to access the metadata through APIs. You can checkout [this doc](https://help.salesforce.com/s/articleView?id=sf.user_security_token.htm&type=5) on how to get the security token.

{% /codeInfo %}

{% codeInfo srNumber=5 %}

**sobjectName**: Specify the Salesforce Object Name in case you want to ingest a specific object.  If left blank, we will ingest all the Objects.

{% /codeInfo %}

{% codeInfo srNumber=6 %}

**salesforceApiVersion**: Follow the steps mentioned [here](https://help.salesforce.com/s/articleView?id=000386929&type=1) to get the API version. Enter the numerical value in the field, For example `42.0`.

{% /codeInfo %}

{% codeInfo srNumber=7 %}

**salesforceDomain**: When connecting to Salesforce, you can specify the domain to use for accessing the platform. The common domains include `login` and `test`, and you can also utilize Salesforce My Domain.
By default, the domain `login` is used for accessing Salesforce.

{% /codeInfo %}

#### Source Configuration - Source Config

{% codeInfo srNumber=10 %}

The `sourceConfig` is defined [here](https://github.com/open-metadata/OpenMetadata/blob/main/openmetadata-spec/src/main/resources/json/schema/metadataIngestion/databaseServiceMetadataPipeline.json):

**markDeletedTables**: To flag tables as soft-deleted if they are not present anymore in the source system.

**includeTables**: true or false, to ingest table data. Default is true.

**includeViews**: true or false, to ingest views definitions.

**databaseFilterPattern**, **schemaFilterPattern**, **tableFilternPattern**: Note that the filter supports regex as include or exclude. You can find examples [here](/connectors/ingestion/workflows/metadata/filter-patterns/database)

{% /codeInfo %}

#### Sink Configuration

{% codeInfo srNumber=11 %}

To send the metadata to OpenMetadata, it needs to be specified as `type: metadata-rest`.

{% /codeInfo %}

#### Workflow Configuration

{% codeInfo srNumber=12 %}

The main property here is the `openMetadataServerConfig`, where you can define the host and security provider of your OpenMetadata installation.

For a simple, local installation using our docker containers, this looks like:

{% /codeInfo %}

#### Advanced Configuration

{% codeInfo srNumber=8 %}

**Connection Options (Optional)**: Enter the details for any additional connection options that can be sent to Athena during the connection. These details must be added as Key-Value pairs.

{% /codeInfo %}

{% codeInfo srNumber=9 %}

**Connection Arguments (Optional)**: Enter the details for any additional connection arguments such as security or protocol configs that can be sent to Athena during the connection. These details must be added as Key-Value pairs.

- In case you are using Single-Sign-On (SSO) for authentication, add the `authenticator` details in the Connection Arguments as a Key-Value pair as follows: `"authenticator" : "sso_login_url"`

{% /codeInfo %}

{% /codeInfoContainer %}

{% codeBlock fileName="filename.yaml" %}

```yaml
source:
  type: salesforce
  serviceName: local_salesforce
  serviceConnection:
    config:
      type: Salesforce
```
```yaml {% srNumber=1 %}
      username: username
```
```yaml {% srNumber=2 %}
      password: password
```
```yaml {% srNumber=4 %}
      securityToken: securityToken
```
```yaml {% srNumber=5 %}
      sobjectName: sobjectName
```
```yaml {% srNumber=6 %}
      salesforceApiVersion: 42.0
```
```yaml {% srNumber=7 %}
      salesforceDomain: login
```
```yaml {% srNumber=8 %}
      # connectionOptions:
      #   key: value
```
```yaml {% srNumber=9 %}
      # connectionArguments:
      #   key: value
```


```yaml {% srNumber=10 %}
  sourceConfig:
    config:
      type: DatabaseMetadata
      markDeletedTables: true
      includeTables: true
      includeViews: true
      # includeTags: true
      # databaseFilterPattern:
      #   includes:
      #     - database1
      #     - database2
      #   excludes:
      #     - database3
      #     - database4
      # schemaFilterPattern:
      #   includes:
      #     - schema1
      #     - schema2
      #   excludes:
      #     - schema3
      #     - schema4
      # tableFilterPattern:
      #   includes:
      #     - users
      #     - type_test
      #   excludes:
      #     - table3
      #     - table4
```

```yaml {% srNumber=11 %}
sink:
  type: metadata-rest
  config: {}
```

```yaml {% srNumber=12 %}
workflowConfig:
  openMetadataServerConfig:
    hostPort: "http://localhost:8585/api"
    authProvider: openmetadata
    securityConfig:
      jwtToken: "{bot_jwt_token}"
```

{% /codeBlock %}

{% /codePreview %}

### Workflow Configs for Security Provider

We support different security providers. You can find their definitions [here](https://github.com/open-metadata/OpenMetadata/tree/main/openmetadata-spec/src/main/resources/json/schema/security/client).

## Openmetadata JWT Auth

- JWT tokens will allow your clients to authenticate against the OpenMetadata server. To enable JWT Tokens, you will get more details [here](/deployment/security/enable-jwt-tokens).

```yaml
workflowConfig:
  openMetadataServerConfig:
    hostPort: "http://localhost:8585/api"
    authProvider: openmetadata
    securityConfig:
      jwtToken: "{bot_jwt_token}"
```

- You can refer to the JWT Troubleshooting section [link](/deployment/security/jwt-troubleshooting) for any issues in your JWT configuration. If you need information on configuring the ingestion with other security providers in your bots, you can follow this doc [link](/deployment/security/workflow-config-auth).


### 2. Prepare the Ingestion DAG

Create a Python file in your Airflow DAGs directory with the following contents:

{% codePreview %}

{% codeInfoContainer %}


{% codeInfo srNumber=13 %}

#### Import necessary modules

The `Workflow` class that is being imported is a part of a metadata ingestion framework, which defines a process of getting data from different sources and ingesting it into a central metadata repository.

Here we are also importing all the basic requirements to parse YAMLs, handle dates and build our DAG.

{% /codeInfo %}

{% codeInfo srNumber=14 %}

**Default arguments for all tasks in the Airflow DAG.** 

- Default arguments dictionary contains default arguments for tasks in the DAG, including the owner's name, email address, number of retries, retry delay, and execution timeout.

{% /codeInfo %}

{% codeInfo srNumber=15 %}

- **config**: Specifies config for the metadata ingestion as we prepare above.

{% /codeInfo %}

{% codeInfo srNumber=16 %}

- **metadata_ingestion_workflow()**: This code defines a function `metadata_ingestion_workflow()` that loads a YAML configuration, creates a `Workflow` object, executes the workflow, checks its status, prints the status to the console, and stops the workflow.

{% /codeInfo %}

{% codeInfo srNumber=17 %}

- **DAG**: creates a DAG using the Airflow framework, and tune the DAG configurations to whatever fits with your requirements
- For more Airflow DAGs creation details visit [here](https://airflow.apache.org/docs/apache-airflow/stable/core-concepts/dags.html#declaring-a-dag).

{% /codeInfo %}

Note that from connector to connector, this recipe will always be the same.
By updating the `YAML configuration`, you will be able to extract metadata from different sources.

{% /codeInfoContainer %}

{% codeBlock fileName="filename.py" %}

```python {% srNumber=13 %}
import pathlib
import yaml
from datetime import timedelta
from airflow import DAG
from metadata.config.common import load_config_file
from metadata.ingestion.api.workflow import Workflow
from airflow.utils.dates import days_ago

try:
    from airflow.operators.python import PythonOperator
except ModuleNotFoundError:
    from airflow.operators.python_operator import PythonOperator


```

```python {% srNumber=14 %}
default_args = {
    "owner": "user_name",
    "email": ["username@org.com"],
    "email_on_failure": False,
    "retries": 3,
    "retry_delay": timedelta(minutes=5),
    "execution_timeout": timedelta(minutes=60)
}


```

```python {% srNumber=15 %}
config = """
<your YAML configuration>
"""


```

```python {% srNumber=16 %}
def metadata_ingestion_workflow():
    workflow_config = yaml.safe_load(config)
    workflow = Workflow.create(workflow_config)
    workflow.execute()
    workflow.raise_from_status()
    workflow.print_status()
    workflow.stop()


```

```python {% srNumber=17 %}
with DAG(
    "sample_data",
    default_args=default_args,
    description="An example DAG which runs a OpenMetadata ingestion workflow",
    start_date=days_ago(1),
    is_paused_upon_creation=False,
    schedule_interval='*/5 * * * *',
    catchup=False,
) as dag:
    ingest_task = PythonOperator(
        task_id="ingest_using_recipe",
        python_callable=metadata_ingestion_workflow,
    )


```

{% /codeBlock %}

{% /codePreview %}

## Related

{% tilesContainer %}

{% tile
    title="Ingest with the CLI"
    description="Run a one-time ingestion using the metadata CLI"
    link="/connectors/database/salesforce/cli"
  / %}

{% /tilesContainer %}