Migrating data from Salesforce Data Cloud to Snowflake using CData SSIS Components.

Snowflake is a leading cloud data warehouse and a popular backbone for enterprise BI, analytics, data management, and governance initiatives. Snowflake offers features such as data sharing, real-time data processing, and secure data storage which makes it a common choice for cloud data consolidation.

The CData SSIS Components enhance SQL Server Integration Services by enabling users to easily import and export data from various sources and destinations.

In this article, we explore the data type mapping considerations when exporting to Snowflake and walk through how to migrate Salesforce Data Cloud data to Snowflake using the CData SSIS Components for Salesforce Data Cloud and Snowflake.

Data Type Mapping

Special Considerations

• Casing: Snowflake enforces an exact case match by default for identifiers, so it is common to run into issues that can be attributed to mismatched casing. Set the IgnoreCase property to True in your CData SSIS Components for Snowflake connection to resolve these issues. This property directly maps to the QUOTED_IDENTIFIERS_IGNORE_CASE property in Snowflake and specifies whether Snowflake will treat identifiers as case-sensitive.

• Timestamps: Snowflake supports three timestamp types:

  • TIMESTAMP_NTZ: This timestamp stores UTC time with a specified precision. However, all operations are performed in the current session's time zone, controlled by the TIMEZONE session parameter.
  • TIMESTAMP_LTZ: This timestamp stores "wallclock" time with a specified precision. All operations are performed without taking any time zone into account.
  • TIMESTAMP_TZ: This timestamp stores UTC time together with an associated time zone offset. When a time zone isn't provided, the session time zone offset is used.

  By default the CData SSIS Components write timestamps to Snowflake as TIMESTAMP_NTZ unless manually configured.

Prerequisites

• Visual Studio 2022
• SQL Server Integration Services Projects extension for Visual Studio 2022
• CData SSIS Components for Snowflake
• CData SSIS Components for Salesforce Data Cloud

Create the project and add components

1. Open Visual Studio and create a new Integration Services Project.
2. Add a new Data Flow Task to the Control Flow screen and open the Data Flow Task.
3. Add a CData Salesforce Data Cloud Source control and a CData Snowflake Destination control to the data flow task.

Configure the Salesforce Data Cloud source

Follow the steps below to specify properties required to connect to Salesforce Data Cloud.

1. Double-click the CData Salesforce Data Cloud Source to open the source component editor and add a new connection.
2. In the CData Salesforce Data Cloud Connection Manager, configure the connection properties, then test and save the connection.

   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.

   
   • After saving the connection, select "Table or view" and select the table or view to export into Snowflake, then close the CData Salesforce Data Cloud Source Editor.

Configure the Snowflake destination

With the Salesforce Data Cloud Source configured, we can configure the Snowflake connection and map the columns.

1. Double-click the CData Snowflake Destination to open the destination component editor and add a new connection.
2. In the CData Snowflake Connection Manager, configure the connection properties, then test and save the connection.
   • The component supports Snowflake user authentication, federated authentication, and SSL client authentication. To authenticate, set User and Password, and select the authentication method in the AuthScheme property. Starting with accounts created using Snowflake’s bundle 2024_08 (October 2024), password-based authentication is no longer supported due to security concerns. Instead, use alternative authentication methods such as OAuth or Private Key authentication.

   Other helpful connection properties

   • QueryPassthrough: When this is set to True, queries are passed through directly to Snowflake.
   • ConvertDateTimetoGMT: When this is set to True, the components will convert date-time values to GMT, instead of the local time of the machine.
   • IgnoreCase: A session parameter that specifies whether Snowflake will treat identifiers as case sensitive. Default: false(case is sensitive).
   • BindingType: There are two kinds of binding types: DEFAULT and TEXT. DEFAULT uses the binding type DATE for the Date type, TIME for the Time type, and TIMESTAMP_* for the Timestamp_* type. TEST uses the binding type TEXT for Date, Time, and Timestamp_* types.
   
3. After saving the connection, select a table in the Use a Table menu and in the Action menu, select Insert.
4. On the Column Mappings tab, configure the mappings from the input columns to the destination columns.

Run the project

You can now run the project. After the SSIS Task has finished executing, data from your SQL table will be exported to the chosen table.