yujunjun/OpenMetadata
1
0
Fork 0
mirror of https://github.com/open-metadata/OpenMetadata.git synced 2025-07-19 15:31:59 +00:00
Code Issues Packages Projects Releases Wiki Activity
OpenMetadata/openmetadata-docs/content/v1.3.x-SNAPSHOT/connectors/database/salesforce/index.md
Pere Miquel Brull 9d5c3a490f
MINOR - Prepare 1.3 docs directories (#14357)
2023-12-13 18:33:08 +05:30

3.5 KiB
Raw Blame History

title slug
Salesforce /connectors/database/salesforce

Salesforce

{% multiTablesWrapper %}

Feature Status
Stage PROD
Metadata {% icon iconName="check" /%}
Query Usage {% icon iconName="cross" /%}
Data Profiler {% icon iconName="check" /%}
Data Quality {% icon iconName="check" /%}
Stored Procedures {% 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:

{% partial file="/v1.3/connectors/ingestion-modes-tiles.md" variables={yamlPath: "/connectors/database/salesforce/yaml"} /%}

Requirements

These 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.

Metadata Ingestion

{% partial file="/v1.3/connectors/metadata-ingestion-ui.md" variables={ connector: "Salesforce", selectServicePath: "/images/v1.3/connectors/salesforce/select-service.png", addNewServicePath: "/images/v1.3/connectors/salesforce/add-new-service.png", serviceConnectionPath: "/images/v1.3/connectors/salesforce/service-connection.png", } /%}

{% stepsContainer %} {% extraContent parentTagName="stepsContainer" %}

Connection Details

  • Username: Username to connect to the Salesforce. This user should have the access as defined in requirements.
  • Password: Password to connect to Salesforce.
  • Security Token: Salesforce Security Token is required to access the metadata through APIs. You can checkout this doc on how to get the security token.
  • Salesforce Object Name: Specify the Salesforce Object Name in case you want to ingest a specific object. If left blank, we will ingest all the Objects.
  • Salesforce API Version: Follow the steps mentioned here to get the API version. Enter the numerical value in the field, For example 42.0.
  • Salesforce Domain: 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.

{% partial file="/v1.3/connectors/database/advanced-configuration.md" /%}

{% /extraContent %}

{% partial file="/v1.3/connectors/test-connection.md" /%}

{% partial file="/v1.3/connectors/database/configure-ingestion.md" /%}

{% partial file="/v1.3/connectors/ingestion-schedule-and-deploy.md" /%}

{% /stepsContainer %}

{% partial file="/v1.3/connectors/troubleshooting.md" /%}

{% partial file="/v1.3/connectors/database/related.md" /%}