Automated Continuous Salesforce Data Cloud Replication to Google BigQuery

Always-on applications rely on automatic failover capabilities and real-time data access. CData Sync integrates live Salesforce Data Cloud data into your Google BigQuery instance, allowing you to consolidate all of your data into a single location for archiving, reporting, analytics, machine learning, artificial intelligence and more.

Configure Google BigQuery as a Replication Destination

Using CData Sync, you can replicate Salesforce Data Cloud data to Google BigQuery. To add a replication destination, navigate to the Connections tab.

1. Click Add Connection.
2. Select Google BigQuery as a destination.

3. Enter the necessary connection properties. To connect to Google BigQuery, use OAuth authentication:

   Authenticate with a User Account

   In this OAuth flow, you can connect without setting any connection properties for your user credentials.

   1. Click Connect, and CData Sync opens the Google BigQuery OAuth endpoint.
   2. Log in and grant permissions to CData Sync.
   3. CData Sync then completes the OAuth process.

   Authenticate with a Service Account

   Service accounts have silent authentication, without user authentication in the browser. You can also use a service account to delegate enterprise-wide access scopes to CData Sync.

   You need to create an OAuth application in this flow. See Creating a Custom OAuth App in the Getting Started section to create and authorize an app. You can then connect to Google BigQuery data that the service account has permission to access.

   After setting the following connection properties, you are ready to connect:

   • OAuthClientId: Set this to the Client ID in your app settings.
   • OAuthClientSecret: Set this to the Client Secret in your app settings.
   • OAuthJWTCertType: Set this to "PEMKEY_FILE".
   • OAuthJWTCert: Set this to the path to the .pem file you generated.
   • OAuthJWTCertPassword: Set this to the password of the .pem file.
   • OAuthJWTCertSubject: Set this to "*" to pick the first certificate in the certificate store.
   • OAuthJWTSubject: Set this to the email address of the user for whom the application is requesting delegate access. Note that delegate access must be granted by an administrator.
   • DatasetId: Set this to the ID of the dataset you want to connect to.
   • ProjectId: Set this to the ID of the project you want to connect to.
   When you connect, CData Sync completes the OAuth flow for a service account.

4. Click Test Connection to ensure that the connection is configured properly.
5. 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.

1. Click Add Connection.
2. Select a source (Salesforce Data Cloud).
3. 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

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 Google BigQuery.