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Connect to Salesforce Data in CloverETL

Transfer Salesforce data using the visual workflow in the CloverETL data integration tool.

The CData JDBC Driver for Salesforce enables you to use the data transformation components in CloverETL to execute create, read, update, and delete (CRUD) commands to Salesforce data. In this article, you will use the JDBC Driver for Salesforce to set up a simple transfer into a flat file.

Connect to Salesforce as a JDBC Data Source

  1. Create the connection to Salesforce data. In a new CloverETL graph, right-click the Connections node in the Outline pane and click Connections -> Create Connection. The Database Connection wizard is displayed.
  2. Click the plus icon to load a driver from a JAR. Browse to the lib subfolder of the installation directory and select the cdata.jdbc.salesforce.jar file.
  3. Enter the JDBC URL. A typical JDBC URL is below: jdbc:salesforce:User=username;Password=password;SecurityToken=Your_Security_Token;

    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.

Query Salesforce Data with the DBInputTable Component

  1. Drag a DBInputTable from the Readers selection of the Palette onto the job flow and double-click it to open the configuration editor.
  2. In the DB connection property, select the Salesforce JDBC data source from the drop-down menu.
  3. Enter the SQL query. For example: SELECT * FROM Account

Write the Output of the Query to a UniversalDataWriter

  1. Drag a UniversalDataWriter from the Writers selection onto the jobflow.
  2. Double-click the UniversalDataWriter to open the configuration editor and add a file URL.
  3. Right-click the DBInputTable and then click Extract Metadata.
  4. Connect the output port of the DBInputTable to the UniversalDataWriter.
  5. In the resulting Select Metadata menu for the UniversalDataWriter, choose the Account table. (You can also open this menu by right-clicking the input port for the UniversalDataWriter.)
  6. Click Run to write to the file.
 
 
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