Salesforce Data Asset Properties

Create a data asset to extract data from a Salesforce data source.

The Salesforce connector in Data Integration, by design, doesn't automatically synchronize with any metadata changes made in the source system after creating the data asset. You must update the data asset to ensure that such metadata updates are reflected in existing data assets within a Data Integration workspace. This update can be as simple as adding more information to the description.

You can use a secret for the password. See OCI Vault Secrets and Oracle Wallets.

To create a data asset that connects to a Salesforce source, complete the following properties and connection details.

The Salesforce user used in the data asset should have API access enabled. For best performance, we recommend using a user that has access to specific Salesforce objects that you intend to extract data from. If the user has many more permissions, the first attempt to connect to Salesforce might fail but pass after a few minutes if all the provided details are correct. For Salesforce, an async schema creation process happens as part of establishing connection.

Field Description
Properties
Name Enter a name for the data asset.
Identifier The identifier is a system-generated value based on the name. You can change the identifier value, but after you create and save, you cannot update the identifier.
Description (Optional) Add a description.
Type The field shows the data source type that you selected in the Select data asset type panel (as described in Creating a Data Asset). Data Integration displays the data asset property fields and default connection fields based on this type.
Host

Enter the IP address of the host.

Port

Enter 443, the default port for HTTPS-enabled endpoints.

Default connection information
Name Enter a name for the default connection.
Identifier The identifier is a system-generated value based on the name. You can change the identifier value, but after you create and save, you cannot update the identifier.
Description (Optional) Add a description.
Username

Enter the username.

Use vault secret OCID

If you use a secret in Oracle Cloud Infrastructure Vault to store the password, select this option. The following field appears:

  • Vault secret OCID for database password: Copy and paste the OCID of the secret for the database password associated with the user from OCI Vault.
Use password

If you select this option, in the Password field, enter the password appended by the security token. For example, mypwdXaBARTsLZReM4Px47qPLOS, where mypwd is the password and the rest is the security token.

Note the following when you use a password:

  • The password plus security token combination is case-sensitive.
  • Ensure that the combination of the password plus security token is 35 characters or less.
(Optional) Test connection
Test connection After you complete all the required fields, click Test connection to ensure that the data asset details have been entered correctly and the connection can be established. A success message appears if the test is successful. If the test fails with an error message, review the connection settings and try again.