Integrating Salesforce Data 360 Data in Talend Cloud Data Management Platform

Qlik's Talend Cloud Data Management Platform supports various data environments, enabling analytics for smarter decisions, operational data sharing, data and application modernization, and establishing data excellence for risk reduction. When paired with the CData JDBC Driver for Salesforce Data 360, you can improve data integration, quality, and governance for your Salesforce Data 360 Data. This article shows how you can easily integrate to Salesforce Data 360 using a CData JDBC Driver in Talend Cloud Data Management, and then view the data for simultaneous use in your workflow.

Prerequisites

Before connecting the CData JDBC Driver to view and work with your data in Talend Cloud Data Management Platform, make sure to download and install the latest version of Talend Studio on your system. Also, ensure that you have the required prerequisites.

1. A Talend Cloud Data Management account with appropriate permissions.
2. The CData JDBC Driver for Salesforce Data 360, which can be downloaded from the CData website.

Connect to Salesforce Data 360 in Talend as a JDBC data source

Access Talend Data Management Cloud

1. Run the Talend Cloud Data Management Platform installed on your local system and click on Other Login Mode.
2. Click on Manage Connections. Set Repository to "Local" and enter the Name, Description and User E-mail in the respective spaces. Set the Workspace path and click on OK.
3. Now, select the Create a new project radio button to add a new project name and click on Create.
4. The new project should appear under the Select an existing project section. Click on Open. The Talend Cloud Data Management Platform workspace opens up.

Create a new connection

1. In the navigation pane, locate and expand the Metadata dropdown. Right-click on Db Connections and select Create Connection.
2. Search for and select 'JDBC' in the Find section of the Database Connection window. Then, click on Finish.
3. Enter the Name, Purpose and Description of the new database in Talend where you need to load the Salesforce Data 360 data. Click on Next.

4. Generate a JDBC URL for connecting to Salesforce Data 360, beginning with jdbc:salesforcedatacloud: followed by a series of semicolon-separated connection string properties.

   Salesforce Data 360 supports authentication via the OAuth standard.

   OAuth

   Set AuthScheme to OAuth.

   Desktop Applications

   CData provides an embedded OAuth application that simplifies authentication at the desktop.

   You can also authenticate from the desktop via a custom OAuth application, which you configure and register at the Salesforce Data 360 console. For further information, see Creating a Custom OAuth App in the Help documentation.

   Before you connect, set these properties:

   • InitiateOAuth: GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
   • OAuthClientId (custom applications only): The Client ID assigned when you registered your custom OAuth application.
   • OAuthClientSecret (custom applications only): The Client Secret assigned when you registered your custom OAuth application.

   When you connect, the driver opens Salesforce Data 360's OAuth endpoint in your default browser. Log in and grant permissions to the application.

   The driver then completes the OAuth process as follows:

   • Extracts the access token from the callback URL.
   • Obtains a new access token when the old one expires.
   • Saves OAuth values in OAuthSettingsLocation so that they persist across connections.

   For other OAuth methods, including Web Applications and Headless Machines, refer to the Help documentation.

   Built-in Connection String Designer

   For assistance in constructing the JDBC URL, use the connection string designer built into the Salesforce Data 360 JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

   
   java -jar cdata.jdbc.salesforcedatacloud.jar
   

   Fill in the connection properties and copy the connection string to the clipboard.

   

   A typical JDBC URL is below:

   
   jdbc:salesforcedatacloud:InitiateOAuth=GETANDREFRESH;
   

5. Enter the JDBC URL copied from CData JDBC Driver for Salesforce Data 360 in Edit new database.

6. Click on the "(+) Add" button under Drivers. A 'newLine' will appear in the Drivers board. Click on (...) at the end of the new line, select the Install a new module radio button, and click on (...) to add the path to the JAR file, located in the 'lib' subfolder of the installation directory. Click on OK.
7. Select the Driver Class as cdata.jdbc.salesforcedatacloud (JAR file obtained from your installation directory given in the previous step).

Test the new connection

1. Click on Check Connection. If the entered details are correct, a "Connection successful" confirmation prompt will appear. Click on "OK" and "Finish".
2. Once the connection is established, right-click on the newly created connection and select Retrieve Schema. You can use the filters as well to retrieve the data as per your requirements. Click on Next.
3. Expand the "CData" catalog in the Schema window and select the tables you want to import from the Salesforce Data 360 schema. Click on Next.
4. In the next step, select the columns you want to view from the table and click on Finish.
5. All the selected tables from the Salesforce Data 360 schema are now populated under the Table Schemas section of the JDBC connection.
6. Right-click on any of the selected tables and click on Data Viewer to preview the data from the data source.

Get Started Today

Download a free, 30-day trial of the CData JDBC Driver for Salesforce Data 360 and integrate Salesforce Data 360 data into Talend Cloud Data Management Platform. Reach out to our Support Team if you have any questions.