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:
|
| 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:
|
| (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. |