Connect to Salesforce Data and Transfer Data in Talend

This article shows how you can easily integrate the CData JDBC driver for Salesforce into your workflow in Talend. This article uses the CData JDBC Driver for Salesforce to transfer Salesforce data in a job flow in Talend.

Connect to Salesforce in Talend as a JDBC Data Source

You can follow the procedure below to establish a JDBC connection to Salesforce:

1. Add a new database connection to Salesforce data: To add a new connection, expand the Metadata node, right-click the Db Connections node, and then click Create Connection.
2. In the resulting wizard, enter a name for the connection.

3. On the next page, select Generic JDBC from the DB Type menu and enter the JDBC URL.

   There are several authentication methods available for connecting to Salesforce: Login, OAuth, and SSO. The Login method requires you to have the username, password, and security token of the user.

   If you do not have access to the username and password or do not wish to require them, you can use OAuth authentication.

   SSO (single sign-on) can be used by setting the SSOProperties, SSOLoginUrl, and TokenUrl connection properties, which allow you to authenticate to an identity provider. See the "Getting Started" chapter in the help documentation for more information.

   Built-in Connection String Designer

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

   java -jar cdata.jdbc.salesforce.jar

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

   A typical JDBC URL is below:

   jdbc:salesforce:User=username;Password=password;SecurityToken=Your_Security_Token;
4. Enter the path to the cdata.jdbc.salesforce.jar file, located in the lib subfolder of the installation directory.
5. Right-click the connection and then click Retrieve Schema.
6. Click Next with the default options to select the tables you want to import.
7. Finish the wizard with the default options.

Output the Account Table to a Flat File

You can follow the procedure below to transfer the Account table to a flat file output component:

1. In the Table Schemas node, drag the tables to the workspace.
2. In the dialog that is displayed, select the tJDBCInput component.
3. Next, drag a tFileOutputDelimited component from the Business Intelligence tab of the Palette into the workspace.
4. Right-click the Account tJDBCInput component and drag a vector to the output file.

Run the project to transfer the data.