Build AI/ML Models with Live Salesforce Data Cloud Data using Dataiku

Dataiku is a data science and machine learning platform used for data preparation, analysis, visualization, and AI/ML model deployment, enabling collaborative and efficient data-driven decision-making. When paired with the CData JDBC Driver for Salesforce Data Cloud, Dataiku enhances data integration, preparation, real-time analysis, and reliable model deployment for Salesforce Data Cloud data.

With built-in optimized data processing, the CData JDBC Driver offers unmatched performance for interacting with live Salesforce Data Cloud data. When you issue complex SQL queries to Salesforce Data Cloud, the driver pushes supported SQL operations, like filters and aggregations, directly to Salesforce Data Cloud and utilizes the embedded SQL engine to process unsupported operations client-side (often SQL functions and JOIN operations). Its built-in dynamic metadata querying allows you to work with and analyze Salesforce Data Cloud data using native data types.

This article shows how you can easily integrate to Salesforce Data Cloud using CData JDBC Driver for Salesforce Data Cloud in Dataiku DSS (Data Science Studio) platform, allowing you to prepare the data and build custom AI/ML models.

Preparing the Dataiku DSS environment

In this section, we will explore how to set up Dataiku, as previously introduced, with Salesforce Data Cloud data. Be sure to install Dataiku DSS (On-Prem version) for your preferred operating system, beforehand.

Install the CData JDBC Driver for Salesforce Data Cloud

First, install the CData JDBC Driver for Salesforce Data Cloud on the same machine as Dataiku. The JDBC Driver will be installed in the following path:

Connecting the JDBC Driver in Dataiku DSS

To use the CData JDBC driver in Dataiku, you must create a new SQL database connection and add the JDBC Driver JAR file in the DSS connection settings.

1. Log into Dataiku DSS platform. It should open locally in your browser (e.g. localhost:11200)
2. Click on Navigate to other sections of Dataiku menu on the top right section of the platform and select Administration.
3. Select the Connections tab.
4. In Connections, click on New Connections button.
5. Now, scroll down and select Other SQL databases.

6. Generate a JDBC URL for connecting to Salesforce Data Cloud, beginning with jdbc:salesforcedatacloud: followed by a series of semicolon-separated connection string properties.

   Salesforce Data Cloud supports authentication via the OAuth standard.

   OAuth

   Set AuthScheme to OAuth.

   Desktop Applications

   CData provides an embedded OAuth application that simplifies authentication at the desktop.

   You can also authenticate from the desktop via a custom OAuth application, which you configure and register at the Salesforce Data Cloud console. For further information, see Creating a Custom OAuth App in the Help documentation.

   Before you connect, set these properties:

   • InitiateOAuth: GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
   • OAuthClientId (custom applications only): The Client ID assigned when you registered your custom OAuth application.
   • OAuthClientSecret (custom applications only): The Client Secret assigned when you registered your custom OAuth application.

   When you connect, the driver opens Salesforce Data Cloud's OAuth endpoint in your default browser. Log in and grant permissions to the application.

   The driver then completes the OAuth process as follows:

   • Extracts the access token from the callback URL.
   • Obtains a new access token when the old one expires.
   • Saves OAuth values in OAuthSettingsLocation so that they persist across connections.

   For other OAuth methods, including Web Applications and Headless Machines, refer to the Help documentation.

   Built-in Connection String Designer

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

   java -jar cdata.jdbc.salesforcedatacloud.jar

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

   A typical JDBC URL is given below:

   jdbc:salesforcedatacloud:InitiateOAuth=GETANDREFRESH
   • On the New SQL database (JDBC) connection screen, enter a name in the New connection name field and specify the basic parameters:
     • JDBC Driver Class: cdata.jdbc.salesforcedatacloud.SalesforceDataCloudDriver
     • JDBC URL: JDBC connection URL obtained in the previous step
     • Driver jars directory: the folder path where the JAR file is installed on your system

     Next, select the SQL dialect of your choice. Here, we have selected 'SQL Server' as the preferred dialect. Click on Create. If the connection is successful, a prompt will display, saying 'Connection OK'.

   • The Data Catalog window will appear. Select the desired connection, catalog, and schema from the Connection to browse, Restrict to catalog, and Restrict to schema dropdowns, then click on List Tables. The Dataiku platform will list all the required tables.
   • Select any table from the list and click Preview to view the table data. Click Close to exit the window.

Creating a new project

To prepare data flows, create dashboards, analyze the Salesforce Data Cloud data, and build AI and ML models in the Dataiku DSS platform, you need to first create a new project.

1. Select Projects from the Navigate to other sections of Dataiku menu.
2. In the Projects screen, click New Project and select + Blank Project.
3. In the New Project window, assign a Name and Project Key. Click Create. The new project dashboard opens up.
4. Select Notebooks from the menu at the top of the project screen.
5. Click on + Create Your First Notebook dropdown menu and select Write your own option.
6. In the New Notebook window, select SQL.
7. Now, select the required connection from the Connection dropdown and enter a name in the Notebook Name field.

Testing the connection

To test the Salesforce Data Cloud connection and analyze the Salesforce Data Cloud data, write a query in the query compiler and click Run. The queried/filtered Salesforce Data Cloud data results will then appear on the screen.

Get Started Today

Download a free, 30-day trial of the CData JDBC Driver for Salesforce Data Cloud to integrate with Dataiku, and effortlessly build custom AI/ML models from Salesforce Data Cloud data.

Reach out to our Support Team if you have any questions.