How to load Salesforce Data Cloud data into Elasticsearch via Logstash

Elasticsearch is a popular distributed full-text search engine. By centrally storing data, you can perform ultra-fast searches, fine-tuning relevance, and powerful analytics with ease. Elasticsearch has a pipeline tool for loading data called "Logstash". You can use CData JDBC Drivers to easily import data from any data source into Elasticsearch for search and analysis.

This article explains how to use the CData JDBC Driver for Salesforce Data Cloud to load data from Salesforce Data Cloud into Elasticsearch via Logstash.

Using CData JDBC Driver for Salesforce Data Cloud with Elasticsearch Logstash

• Install the CData JDBC Driver for Salesforce Data Cloud on the machine where Logstash is running.
• The JDBC Driver will be installed at the following path (the year part, e.g. 20XX, will vary depending on the product version you are using). You will use this path later. Place this .jar file (and the .lic file if it's a licensed version) in Logstash.
  C:\Program Files\CData\CData JDBC Driver for SalesforceDataCloud 20XX\lib\cdata.jdbc.salesforcedatacloud.jar
  
• Next, install the JDBC Input Plugin, which connects Logstash to the CData JDBC driver. The JDBC Plugin comes by default with the latest version of Logstash, but depending on the version, you may need to add it.
  https://www.elastic.co/guide/en/logstash/5.4/plugins-inputs-jdbc.html
• Move the CData JDBC Driver’s .jar file and .lic file to Logstash's "/logstash-core/lib/jars/".

Sending Salesforce Data Cloud data to Elasticsearch with Logstash

Now, let's create a configuration file for Logstash to transfer Salesforce Data Cloud data to Elasticsearch.

• Write the process to retrieve Salesforce Data Cloud data in the logstash.conf file, which defines data processing in Logstash. The input will be JDBC, and the output will be Elasticsearch. The data loading job is set to run at 30-second intervals.
• Set the CData JDBC Driver's .jar file as the JDBC driver library, configure the class name, and set the connection properties to Salesforce Data Cloud in the form of a JDBC URL. The JDBC URL allows detailed configuration, so please refer to the product documentation for more specifics.

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.

Executing data movement with Logstash

Now let's run Logstash using the created "logstash.conf" file.

logstash-7.8.0\bin\logstash -f logstash.conf

A log indicating success will appear. This means the Salesforce Data Cloud data has been loaded into Elasticsearch.

For example, let's view the data transferred to Elasticsearch in Kibana.

    GET salesforcedatacloud_table/_search
    {
        "query": {
            "match_all": {}
        }
    }

We have confirmed that the data is stored in Elasticsearch.

By using the CData JDBC Driver for Salesforce Data Cloud with Logstash, it functions as a Salesforce Data Cloud connector, making it easy to load data into Elasticsearch. Please try the 30-day free trial.