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PolyBase で外部データソースとしてSalesforce を連携利用

CData ODBC Driver for Salesforce とSQL Server 2019 のPolyBase を使って、リアルタイムSalesforce data に外部データソースとしてアクセス。

SQL Server のPolyBase は、データベーステーブルをクエリするTransact-SQL シンタックスを使って、外部データにクエリする仕組みです。 CData ODBC Drivers for Salesforce data を組み合わせて使うことで、SQL Server データと同じようにSalesforce data へのアクセスが可能です。 本記事では、PolyBase 外部データソースへのSalesforce data の設定から、T-SQL クエリを使ったSalesforce data へのアクセスを行います。

The CData ODBC drivers offer unmatched performance for interacting with live Salesforce data using PolyBase due to optimized data processing built into the driver. When you issue complex SQL queries from SQL Server to Salesforce, the driver pushes down supported SQL operations, like filters and aggregations, directly to Salesforce and utilizes the embedded SQL engine to process unsupported operations (often SQL functions and JOIN operations) client-side. And with PolyBase, you can also join SQL Server data with Salesforce data, using a single query to pull data from distributed sources.

Salesforce への接続

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs. To create an external data source in SQL Server using PolyBase, configure a System DSN (CData Salesforce Sys is created automatically).

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.

Click "Test Connection" to ensure that the DSN is connected to Salesforce properly. Navigate to the Tables tab to review the table definitions for Salesforce.

Salesforce Data の外部データソースの作成

After configuring the connection, you need to create a master encryption key and a credential database for the external data source.

Creating a Master Encryption Key

Execute the following SQL command to create a new master key, 'ENCRYPTION,' to encrypt the credentials for the external data source.


Creating a Credential Database

Execute the following SQL command to create credentials for the external data source connected to Salesforce data.

NOTE: IDENTITY and SECRET correspond with the User and Password properties for Salesforce.

WITH IDENTITY = 'username', SECRET = 'password';

Create an External Data Source for Salesforce

Execute the following SQL command to create an external data source for Salesforce with PolyBase, using the DSN and credentials configured earlier.

For Salesforce, set SERVERNAME to 'localhost' or '' and leave PORT empty. PUSHDOWN is set to ON by default, meaning the ODBC Driver can leverage server-side processing for complex queries.

CREATE EXTERNAL DATA SOURCE cdata_salesforce_source
  CONNECTION_OPTIONS = 'DSN=CData Salesforce Sys',
  CREDENTIAL = salesforce_creds

Salesforce のExternal Table を作成

After creating the external data source, use CREATE EXTERNAL TABLE statements to link to Salesforce data from your SQL Server instance. The table column definitions must match those exposed by the CData ODBC Driver for Salesforce. You can refer to the Tables tab of the DSN Configuration Wizard to see the table definition.

Sample CREATE TABLE Statement

The statement to create an external table based on a Salesforce Account would look similar to the following:

  Industry [nvarchar](255) NULL,
  AnnualRevenue [nvarchar](255) NULL,
) WITH ( 

Having created external tables for Salesforce in your SQL Server instance, you are now able to query local and remote data simultaneously. Thanks to built-in query processing in the CData ODBC Driver, you know that as much query processing as possible is being pushed to Salesforce, freeing up local resources and computing power. Download a free, 30-day trial of the ODBC Driver for Salesforce and start working with live Salesforce data alongside your SQL Server data today.