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Automate Salesforce Data Cloud Data Replication to Azure Data Lake
Use CData Sync to customize and automate Salesforce Data Cloud data replication to Azure Data Lake.
Always-on applications rely on automatic failover capabilities and real-time data access. CData Sync integrates live Salesforce Data Cloud data into your Azure Data Lake instance, allowing you to consolidate all of your data into a single location for archiving, reporting, analytics, machine learning, artificial intelligence and more.
Configure Azure Data Lake as a Replication Destination
Using CData Sync, you can replicate Salesforce Data Cloud data to Azure Data Lake. To add a replication destination, navigate to the Connections tab.
- Click Add Connection.
- Select Azure Data Lake as a destination.
Enter the necessary connection properties. To connect to Azure Data Lake, set the following properties, depending on your version of Azure Data Lake Storage:
Azure Data Lake Storage Gen1
- Generation: Must be set to 1.
- Account: The name of the Azure Data Lake Store account.
- Path: The path to store the replicated file (the root directory by default).
- TenantId: The tenant ID.
- OAuthClientId: The application ID for the Azure Directory web application (see the CData Sync Help for more information).
- OAuthClientSecret: The key generated for the Azure Directory web application (see the CData Sync Help for more information).
Azure Data Lake Storage Gen2
- Generation: Must be set to 2.
- Access Key: The access key used to authenticate (see the CData Sync Help for more information).
- Account: The name of the Azure Data Lake Store account.
- FileSystem: The file systems used for this account.
- Path: The path to store the replicated file (the root directory by default).
- Click Test Connection to ensure that the connection is configured properly.
- Click Save Changes.
Configure the Salesforce Data Cloud Connection
You can configure a connection to Salesforce Data Cloud from the Connections tab. To add a connection to your Salesforce Data Cloud account, navigate to the Connections tab.
- Click Add Connection.
- Select a source (Salesforce Data Cloud).
- Configure the connection 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.
- Click Connect to ensure that the connection is configured properly.
- Click Save Changes.
Configure Replication Queries
CData Sync enables you to control replication with a point-and-click interface and with SQL queries. For each replication you wish to configure, navigate to the Jobs tab and click Add Job. Select the Source and Destination for your replication.
Replicate Entire Tables
To replicate an entire table, click Add Tables in the Tables section, choose the table(s) you wish to replicate, and click Add Selected Tables.
Customize Your Replication
You can use the Columns and Query tabs of a task to customize your replication. The Columns tab allows you to specify which columns to replicate, rename the columns at the destination, and even perform operations on the source data before replicating. The Query tab allows you to add filters, grouping, and sorting to the replication.
Schedule Your Replication
In the Schedule section, you can schedule a job to run automatically, configuring the job to run after specified intervals ranging from once every 10 minutes to once every month.
Once you have configured the replication job, click Save Changes. You can configure any number of jobs to manage the replication of your Salesforce Data Cloud data to PostgreSQL.