Integrate Live Salesforce Data 360 Data into Amazon SageMaker Canvas with RDS

Amazon SageMaker Canvas is a no-code machine learning platform that lets you generate predictions, prepare data, and build models without writing code. When paired with CData Connect AI, you get instant, cloud-to-cloud access to Salesforce Data 360 data for building custom machine-learning models, predicting customer churn, generating texts, building chatbots, and more. This article shows how to connect to Connect AI from Amazon SageMaker Canvas using the RDS connector and integrate live Salesforce Data 360 data into your ML model deployments.

CData Connect AI provides a pure SQL, cloud-to-cloud interface for Salesforce Data 360, allowing you to easily integrate with live Salesforce Data 360 data in Amazon SageMaker Canvas — without replicating the data. CData Connect AI looks exactly like a SQL Server database to Amazon SageMaker Canvas and uses optimized data processing out of the box to push all supported SQL operations (filters, JOINs, etc) directly to Salesforce Data 360, leveraging server-side processing to quickly return Salesforce Data 360 data.

Configure Salesforce Data 360 Connectivity for Amazon SageMaker Canvas

Connectivity to Salesforce Data 360 from Amazon SageMaker Canvas is made possible through CData Connect AI. To work with Salesforce Data 360 data from Amazon SageMaker Canvas, we start by creating and configuring a Salesforce Data 360 connection.

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

2. Select "Salesforce Data 360" from the Add Connection panel

3. Salesforce Data 360 uses OAuth to authenticate. Click "Sign in" to authenticate with Salesforce Data 360.
4. Navigate to the Permissions tab in the Add Salesforce Data 360 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.

With the connection configured and a PAT generated, you are ready to connect to Salesforce Data 360 data from Amazon SageMaker Canvas.

Connecting to CData Connect AI from Amazon SageMaker Canvas

With the connection in CData Connect AI configured, you are ready to integrate live Salesforce Data 360 data into Amazon SageMaker Canvas using its RDS connector.

1. Select a domain and user profile in Amazon SageMaker Canvas and click on "Open Canvas".
2. Once the Canvas application opens, navigate to the left panel, and select "My models".
3. Click on "Create new model" in the My models screen.
4. Specify a Model name in Create new model window and select a Problem type. Click on "Create".
5. Once the model version gets created, click on "Create dataset" in the Select dataset tab.
6. In the Create a tabular dataset window, add a "Dataset name" and click on "Create".
7. Click on the "Data Source" drop-down and search for or navigate to the RDS connector and click on " Add Connection".
8. In the Add a new RDS connection window, set the following properties:
   
   
   • Connection Name: a relevant connection name
   • Set Engine type to sqlserver-web
   • Set Port to 14333
   • Set Address as tds.cdata.com
   • Set Username to a Connect AI user (e.g. [email protected])
   • Set Password to the PAT for the above user
   • Set Database name the Salesforce Data 360 connection (e.g., SalesforceDataCloud1)
9. Click on "Create connection".

Integrating Salesforce Data 360 Data into Amazon SageMaker Canvas

With the connection to Connect AI configured in the RDS, you are ready to integrate live Salesforce Data 360 data into your Amazon SageMaker Canvas dataset.

1. In the tabular dataset created in RDS with Salesforce Data 360 data, search for the Salesforce Data 360 connection configured on Connect AI in the search bar or from the list of connections.
2. Select the table of your choice from Salesforce Data 360, drag and drop it into the canvas on the right.
3. You can create workflows by joining any number of tables from the Salesforce Data 360 connection (as shown below). Click on "Create dataset".
4. Once the dataset is created, click on "Select dataset" to build your model.
5. Perform analysis, generate prediction, and deploy the model.

At this point, you have access to live Salesforce Data 360 data in Amazon SageMaker that you can utilize to build custom ML models to generate predictive business insights and grow your organization.

SQL Access to Salesforce Data 360 Data from Cloud Applications

Now you have a direct connection to live Salesforce Data 360 data from Amazon SageMaker Canvas. You can create more connections, datasets, and predictive models to drive business — all without replicating Salesforce Data 360 data.

To get real-time data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your cloud applications, see the CData Connect AI.