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Salesforce

Incubating

Important Capabilities​

CapabilityStatusNotes
Data Profiling✅Only table level profiling is supported via profiling.enabled config field
Detect Deleted Entities❌Not supported yet
Domains✅Supported via the domain config field
Extract Tags✅Enabled by default
Platform Instance✅Can be equivalent to Salesforce organization
Schema Metadata✅Enabled by default

Prerequisites​

In order to ingest metadata from Salesforce, you will need one of:

  • Salesforce username, password, security token
  • Salesforce username, consumer key and private key for JSON web token access
  • Salesforce instance url and access token/session id (suitable for one-shot ingestion only, as access token typically expires after 2 hours of inactivity)

The account used to access Salesforce requires the following permissions for this integration to work:

  • View Setup and Configuration
  • View All Data

Integration Details​

This plugin extracts Salesforce Standard and Custom Objects and their details (fields, record count, etc) from a Salesforce instance. Python library simple-salesforce is used for authenticating and calling Salesforce REST API to retrive details from Salesforce instance.

REST API Resources used in this integration​

Concept Mapping​

This ingestion source maps the following Source System Concepts to DataHub Concepts:

Source ConceptDataHub ConceptNotes
SalesforceData Platform
Standard ObjectDatasetsubtype "Standard Object"
Custom ObjectDatasetsubtype "Custom Object"

Caveats​

  • This connector has only been tested with Salesforce Developer Edition.
  • This connector only supports table level profiling (Row and Column counts) as of now. Row counts are approximate as returned by Salesforce RecordCount REST API.
  • This integration does not support ingesting Salesforce External Objects

CLI based Ingestion​

Install the Plugin​

pip install 'acryl-datahub[salesforce]'

Starter Recipe​

Check out the following recipe to get started with ingestion! See below for full configuration options.

For general pointers on writing and running a recipe, see our main recipe guide.

pipeline_name: my_salesforce_pipeline
source:
  type: "salesforce"
  config:
    instance_url: "https://mydomain.my.salesforce.com/"
    username: user@company
    password: password_for_user
    security_token: security_token_for_user
    platform_instance: mydomain-dev-ed
    domain:
      sales:
        allow:
          - "Opportunity$"
          - "Lead$"

    object_pattern:
      allow:
        - "Account$"
        - "Opportunity$"
        - "Lead$"

sink:
  type: "datahub-rest"
  config:
    server: "http://localhost:8080"

Config Details​

Note that a . is used to denote nested fields in the YAML recipe.

FieldDescription
access_token
string
Access token for instance url
auth
Enum
Default: USERNAME_PASSWORD
consumer_key
string
Consumer key for Salesforce JSON web token access
ingest_tags
boolean
Ingest Tags from source. This will override Tags entered from UI
Default: False
instance_url
string
Salesforce instance url. e.g. https://MyDomainName.my.salesforce.com
is_sandbox
boolean
Connect to Sandbox instance of your Salesforce
Default: False
password
string
Password for Salesforce user
platform
string
Default: salesforce
platform_instance
string
The instance of the platform that all assets produced by this recipe belong to
private_key
string
Private key as a string for Salesforce JSON web token access
security_token
string
Security token for Salesforce username
username
string
Salesforce username
env
string
The environment that all assets produced by this connector belong to
Default: PROD
domain
map(str,AllowDenyPattern)
A class to store allow deny regexes
domain.key.allow
array
List of regex patterns to include in ingestion
Default: ['.*']
domain.key.allow.string
string
domain.key.ignoreCase
boolean
Whether to ignore case sensitivity during pattern matching.
Default: True
domain.key.deny
array
List of regex patterns to exclude from ingestion.
Default: []
domain.key.deny.string
string
object_pattern
AllowDenyPattern
Regex patterns for Salesforce objects to filter in ingestion.
Default: {'allow': ['.*'], 'deny': [], 'ignoreCase': True}
object_pattern.ignoreCase
boolean
Whether to ignore case sensitivity during pattern matching.
Default: True
object_pattern.allow
array
List of regex patterns to include in ingestion
Default: ['.*']
object_pattern.allow.string
string
object_pattern.deny
array
List of regex patterns to exclude from ingestion.
Default: []
object_pattern.deny.string
string
profile_pattern
AllowDenyPattern
Regex patterns for profiles to filter in ingestion, allowed by the object_pattern.
Default: {'allow': ['.*'], 'deny': [], 'ignoreCase': True}
profile_pattern.ignoreCase
boolean
Whether to ignore case sensitivity during pattern matching.
Default: True
profile_pattern.allow
array
List of regex patterns to include in ingestion
Default: ['.*']
profile_pattern.allow.string
string
profile_pattern.deny
array
List of regex patterns to exclude from ingestion.
Default: []
profile_pattern.deny.string
string
profiling
SalesforceProfilingConfig
Default: {'enabled': False, 'operation_config': {'lower_fre...
profiling.enabled
boolean
Whether profiling should be done. Supports only table-level profiling at this stage
Default: False
profiling.operation_config
OperationConfig
Experimental feature. To specify operation configs.
profiling.operation_config.lower_freq_profile_enabled
boolean
Whether to do profiling at lower freq or not. This does not do any scheduling just adds additional checks to when not to run profiling.
Default: False
profiling.operation_config.profile_date_of_month
integer
Number between 1 to 31 for date of month (both inclusive). If not specified, defaults to Nothing and this field does not take affect.
profiling.operation_config.profile_day_of_week
integer
Number between 0 to 6 for day of week (both inclusive). 0 is Monday and 6 is Sunday. If not specified, defaults to Nothing and this field does not take affect.

Code Coordinates​

  • Class Name: datahub.ingestion.source.salesforce.SalesforceSource
  • Browse on GitHub

Questions

If you've got any questions on configuring ingestion for Salesforce, feel free to ping us on our Slack.