Salesforce
Use a Salesforce connection to connect to a Salesforce object. The Salesforce connection is an application connection type.
Note: Effective in Enterprise Data Catalog version 10.5.2, the Salesforce V2 resource type is available for technical preview. The Salesforce V2 resource has the following new features:
- •Metadata extraction for Salesforce Sales Cloud and Service Cloud from the following types of input:
- - Objects
- - Views
- - Triggers
- - Asset Descriptions
- •Metadata filtering
- •Connection through proxy
- •Salesforce API version 52
- •Additional OAuth 2.0 Authentication Flow
Technical preview functionality is supported for evaluation purposes but is unwarranted and is not supported in production environments or any environment that you plan to push to production. Informatica intends to include the preview functionality in an upcoming release for production use, but might choose not to in accordance with changing market or technical circumstances. For more information, contact Informatica Global Customer Support.
For more information, see the MetaDex Scanner Configuration Guide.
Objects Extracted
Enterprise Data Catalog extracts only tables from Salesforce source.
Prerequisites
Perform the following steps to complete the prerequisites:
- 1. Export the Salesforce certificates that are in the DER format from the following web pages:
- 2. Import the certificates to the <INFA_HOME>/services/shared/security/infa_truststore.jks file.
Basic Information
The General tab includes the following basic information about the resource:
Information | Description |
|---|
Name | The name of the resource. |
Description | The description of the resource. |
Resource type | The type of the resource. |
Execute On | You can choose to execute on the default catalog server or offline. |
Resource Connection Properties
The following table describes the connection properties for the Salesforce resource type:
Property | Description |
|---|
Authentication Type | The authentication type to connect to Salesforce. |
Refresh Token | Enter the Refresh Token of Salesforce. |
Consumer Key | The Consumer Key obtained from Salesforce, required to generate the Refresh Token. For more information about how to generate the Consumer Key, see the Salesforce documentation. |
Consumer Secret | The Consumer Secret obtained from Salesforce, required to generate the Refresh Token. For more information about how to generate the Consumer Secret, see the Salesforce documentation. |
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: 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 |
Custom 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.