3.5 KiB
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" /%} |
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:
{% partial file="/v1.1/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="/v1.1/connectors/metadata-ingestion-ui.md" variables={ connector: "Salesforce", selectServicePath: "/images/v1.1/connectors/salesforce/select-service.png", addNewServicePath: "/images/v1.1/connectors/salesforce/add-new-service.png", serviceConnectionPath: "/images/v1.1/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 check out 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
andtest
, and you can also utilize Salesforce My Domain. By default, the domainlogin
is used for accessing Salesforce.
{% partial file="/v1.1/connectors/database/advanced-configuration.md" /%}
{% /extraContent %}
{% partial file="/v1.1/connectors/test-connection.md" /%}
{% partial file="/v1.1/connectors/database/configure-ingestion.md" /%}
{% partial file="/v1.1/connectors/ingestion-schedule-and-deploy.md" /%}
{% /stepsContainer %}
{% partial file="/v1.1/connectors/troubleshooting.md" /%}
{% partial file="/v1.1/connectors/database/related.md" /%}