Enterprise Data Catalog Scanner Configuration Guide > Configuring Cloud Resources > Salesforce
  

Salesforce

Use a Salesforce connection to connect to a Salesforce object. The Salesforce connection is an application connection type.

Objects Extracted

Enterprise Data Catalog extracts only tables from Salesforce source.

Prerequsites

Perform the following steps to complete the prerequisites:
  1. 1. Export the Salesforce certificates that are in the DER format from the following web pages:
  2. 2. Import the certificates to the <INFA_HOME>/services/shared/security/infa_truststore.jks file.

Resource Connection Properties

The following table describes the connection properties for the Salesforce resource type:
Property
Description
Username
Salesforce username.
Password
Password and the Salesforce security token for the Salesforce user name.
Note: Make sure that you provide the password and the Salesforce token as a string.
Service_URL
URL of the Salesforce service that you want to access.
The following table describes the Advanced property for source metadata settings on the Metadata Load Settings tab:
Property
Description
Enable Source Metadata
Extracts metadata from the data source.
Case Sensitive
Specifies that the resource is configured for case insensitivity.
  • - Select the check box to specify that the resource is configured as case sensitive.
  • - Clear the check box to specify that the resource is configured as case insensitive.
By default the resource is configured as case insensitive.
Memory
The memory value required to run a scanner job.
Specify one of the following memory values:
  • - Low
  • - Medium
  • - High
Note: For more information about the memory values, see the Tuning Enterprise Data Catalog Performance article on How To-Library Articles tab in the Informatica Doc Portal
JVM Options
JVM parameters that you can set to configure scanner container. Use the following arguments to configure the parameters:
  • - -Dscannerloglevel=<DEBUG/INFO/ERROR>. Changes the log level of scanner to values, such as DEBUG, ERROR, or INFO. Default value is INFO.
  • - -Dscanner.container.core=<No. of core>. Increases the core for the scanner container. The value should be a number.
  • - -Dscanner.yarn.app.environment=<key=value>. Key pair value that you need to set in the Yarn environment. Use a comma to separate the key pair value.
  • - -Dscanner.pmem.enabled.container.memory.jvm.memory.ratio=<1.0/2.0>. Increases the scanner container memory when pmem is enabled. Default value is 1.
  • - -DenableSalesforceRelationships=true. Enables you to view all the relationships for an object.
Track Data Source Changes
View metadata source change notifications in Enterprise Data Catalog.
You can enable data discovery for a Salesforce resource. For more information, see the Enable Data Discovery topic.
You can enable composite data domain discovery for a Salesforce resource. For more information, see the Composite Data Domain Discovery topic.

Configuring a Proxy Connection to Access the Salesforce Resource

You can configure a proxy connection for the resource to access the Salesforce data source. A proxy connection secures access to the data source.
For more information about configuring a proxy connection to access the Salesforce data source, see the knowledge base article Configuring a Proxy Connection to Access the Salesforce Data Source.