Search External Google Cloud Storage Objects in Salesforce Connect

CData Connect AI, enables you to access Google Cloud Storage data from cloud-based applications like the Salesforce console and mobile applications like the Salesforce Mobile App. In this article, you will use CData Connect AI and Salesforce Connect to access external Google Cloud Storage objects alongside standard Salesforce objects.

Connect to Google Cloud Storage from Salesforce

To work with live Google Cloud Storage data in Salesforce Connect, we need to connect to Google Cloud Storage from Connect AI, provide user access to the connection, and create a Workspace for the Google Cloud Storage data.

Connect to Google Cloud Storage from Connect AI

CData Connect AI uses a straightforward, point-and-click interface to connect to data sources.

1. Log into Connect AI, click Sources, and then click Add Connection

2. Select "Google Cloud Storage" from the Add Connection panel

3. Enter the necessary authentication properties to connect to Google Cloud Storage.

   Authenticate with a User Account

   You can connect without setting any connection properties for your user credentials. After setting InitiateOAuth to GETANDREFRESH, you are ready to connect.

   When you connect, the Google Cloud Storage OAuth endpoint opens in your default browser. Log in and grant permissions, then the OAuth process completes

   Authenticate with a Service Account

   Service accounts have silent authentication, without user authentication in the browser. You can also use a service account to delegate enterprise-wide access scopes.

   You need to create an OAuth application in this flow. See the Help documentation for more information. After setting the following connection properties, you are ready to connect:

   • InitiateOAuth: Set this to GETANDREFRESH.
   • OAuthJWTCertType: Set this to "PFXFILE".
   • OAuthJWTCert: Set this to the path to the .p12 file you generated.
   • OAuthJWTCertPassword: Set this to the password of the .p12 file.
   • OAuthJWTCertSubject: Set this to "*" to pick the first certificate in the certificate store.
   • OAuthJWTIssuer: In the service accounts section, click Manage Service Accounts and set this field to the email address displayed in the service account Id field.
   • OAuthJWTSubject: Set this to your enterprise Id if your subject type is set to "enterprise" or your app user Id if your subject type is set to "user".
   • ProjectId: Set this to the Id of the project you want to connect to.

   The OAuth flow for a service account then completes.

   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add Google Cloud Storage Connection page and update the User-based permissions.

Add a Personal Access Token

When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
2. On the Settings page, go to the Access Tokens section and click Create PAT.
3. Give the PAT a name and click Create.
4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

Configure Google Cloud Storage Endpoints for Salesforce Connect

After connecting to Google Cloud Storage, create a workspace for your desired table(s).

1. Navigate to the Workspaces page and click Add to create a new Workspace (or select an existing workspace).
2. Click Add to add new assets to the Workspace.
3. Select the Google Cloud Storage connection (e.g. GoogleCloudStorage1) and click Next.
4. Select the table(s) you wish to work with and click Confirm.
5. Make note of the OData Service URL for your workspace, e.g. https://cloud.cdata.com/api/odata/{workspace_name}

With the connection, PAT, and Workspace configured, you are ready to connect to Google Cloud Storage data from Salesforce Connect.

Connect to Google Cloud Storage Data as an External Data Sources

Follow the steps below to connect to the feed produced by Connect AI.

1. Log into Salesforce and click Setup -> Integrations -> External Data Sources.
2. Click Now External Data Sources.
3. Enter values for the following properties:
   • External Data Sources: Enter a label to be used in list views and reports.
   • Name: Enter a unique identifier.
   • Type: Select the option "Salesforce Connect: OData 4.0".
   • URL: Enter the URL to the OData endpoint of Connect AI: https://cloud.cdata.com/api/odata/{workspace_name}
4. Select JSON in the Format menu.
5. In the Authentication section, set the following properties:
   • Identity Type: If all members of your organization will use the same credentials to access Connect AI, select "Named Principal". If the members of your organization will connect with their own credentials, select "Per User".
   • Authentication Protocol: Select Password Authentication to use basic authentication.
   • Certificate: Enter or browse to the certificate to be used to encrypt and authenticate communications from Salesforce to your server.
   • Username: Enter a CData Connect AI username (e.g. [email protected]).
   • Password: Enter the user's PAT.

Synchronize Google Cloud Storage Objects

After you have created the external data source, follow the steps below to create Google Cloud Storage external objects that reflect any changes in the data source. You will synchronize the definitions for the Google Cloud Storage external objects with the definitions for Google Cloud Storage tables.

1. Click the link for the external data source you created.
2. Click Validate and Scan.
3. Select the Google Cloud Storage tables you want to work with as external objects.

Access Google Cloud Storage Data as Salesforce Objects

After adding Google Cloud Storage data as an external data source and syncing Google Cloud Storage tables as external objects, you can use the external Google Cloud Storage objects just as you would standard Salesforce objects.

• Create a new tab with a filter list view:

  

• Create reports of external objects:

  

Simplified Access to Google Cloud Storage Data from Cloud Applications

At this point, you have a direct, cloud-to-cloud connection to live Google Cloud Storage data from Salesforce. For more information on gaining simplified access to data from more than 100 SaaS, Big Data, and NoSQL sources in cloud applications like Salesforce, refer to our Connect AI page.