Talend salesforce connection

Talend salesforce connection DEFAULT

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Greetings Trailblazers! Many developers asked this question: how to integrate two Salesforce orgs without any custom code.

Here is the quick way you can use Talend Open Studio for Data Integration which will just use drag and drop functionality to transfer your records from one Salesforce org to another.

Talend is an open source data integration platform where you can integrate between different platforms and it offers 800+ connectors and components to perform several options.

Let’s just walk you through quickly to make you familiar to it.

Steps for Talend Integration

  • Launch Talend Studio.
  • Select the Create a new project option and enter a project name in the field.
  • Click finish to create the project and open it in the Studio.

Create a job

  • In the Repository tree view of the Integration perspective, right-click the Job Designs node and select Create job from the contextual menu.
  • An empty design workspace opens up showing the name of the Job as a tab label.
  • The Job you created is now listed under the Job Designs node in the Repository tree view. You can open one or more of the created Jobs by simply double-clicking the Job label in the Repository tree view.

Centralizing Salesforce metadata

The Salesforce metadata wizard provided by Talend Studio to set up quickly a connection to a Salesforce system so that you can reuse Salesforce metadata across Jobs.

  • In the Repository tree view, expand the Metadata node, right-click the Salesforce tree node, and select Create Salesforce from the contextual menu to open the Salesforce wizard.
  • Enter a name for your connection in the Name field, select Basic or OAuth from the Connection type list, and provide the connection details according to the connection type you selected.

With the Basic option selected, you need to specify the following details:

  • User Id: the ID of the user in Salesforce.
  • Password: the password associated with the user ID.
  • Security Key: the security token.
  • The newly created Salesforce connection is displayed under the Salesforce node in the Repository tree view, along with the schemas of the selected modules.
  • You can now drag and drop the Salesforce connection or any schema of it from the Repository onto the design workspace, and from the dialog box that opens choose a Salesforce component to use in Job.

Mapping data flows

Mapping components are advanced components which require a more detailed explanation than other Talend Open Studio Components. The Map Editor is an “all-in-one” tool allowing you to define all parameters needed to map, transform and route data flows via a convenient graphical interface.

You can minimize and restore the Map Editor and all tables in the Map Editor using the window icons.

tMap operation

All these operations of transformation and/or routing are carried out by tMap, this component cannot be a start or end component in the Job design.

tMap uses incoming connections to pre-fill input schemas with data in the Map Editor. Therefore, you cannot create new input schemas directly in the Map Editor. Instead, you need to implement as many Row connections incoming to tMap component as required, in order to create as many input schemas as needed. The same way, create as many output row connections as required. However, you can fill in the output with content directly in the Map Editor through a convenient graphical editor.

The Map Editor requires the connections to be implemented in Job in order to be able to define the input and output flows in the Map Editor. You also need to create the actual mapping in Job in order to display the Map Editor in the Preview area of the Basic settings view of the tMap component.

How to run a Job in normal mode

  • Click the Run view to access it.
  • Click the Basic Run tab to access the normal execution mode.
  • In the Context area to the right of the view, select in the list the proper context for the Job to be executed in. You can also check the variable values.
  • If for any reason, you want to stop the Job in progress, simply click the Kill button. You will need to click the Run button again, to start again the Job.

Step to Schedule Job

Open up Talend Open Studio.

  • Select the job you wish to automatically run based on a schedule.
  • Right-click its name in the Repository tab.
  • In the pop-up window select where you would like to save the archive.
  • Select the version of the job, if you have multiple versions.
  • Make sure that the build type is set to Standalone Job.
  • Tick Extract the zip file (You will need to extract the archive anyway).

Once this job is extracted, you can schedule it to run on the server in order to automate the job on timely manner.

You can play around with different operations like tMap or tlogRow or tSendEmail as per your need.

To just summarize in a quick way, you just need tInput, tMap and tOutput. Just play around on these operations with insert, update or upsert and your data would be transferred from one org to another in just a game of minutes.

If somebody offers you an amazing opportunity but you are not sure you can do it, say yes – then learn how to do it later!

#BeASalesforceChamp

Data IntegrationSalesforceTalend

Sours: https://blog.enree.co/2021/03/data-integration-between-two-salesforce-orgs-using-talend.html

tSalesforceConnection Standard properties - 7.1

These properties are used to configure tSalesforceConnection running in the Standard Job framework.

The StandardtSalesforceConnection component belongs to the Business and the Cloud families.

The component in this framework is available in all Talend products.

Basic settings

Property Type

Select the way the connection details will be set.

  • Built-In: The connection details will be set locally for this component. You need to specify the values for all related connection properties manually.

  • Repository: The connection details stored centrally in will be reused by this component. You need to click the [...] button next to it and in the pop-up Repository Content dialog box, select the connection details to be reused, and all related connection properties will be automatically filled in.

Connection type

Select the type of the connection from the drop-down list. The connection properties will vary according to the connection type you choose.

  • Basic: select this option to access Salesforce by entering your Salesforce username and password.

  • OAuth: select this option to access Salesforce using OAuth (Open Authorization) 2.0 protocol to authenticate the user. From the Oauth2 flow type drop-down list displayed, you need to choose an OAuth 2.0 authentication flow type, either Json Web Token Flow or Implicit Flow (Deprecated) (User Agent Flow). This way, you need to create a connected app in Salesforce to configure a Salesforce authentication provider.

    For more information about the OAuth authentication flow, see Authenticate Apps with OAuth.

    For more information about how to create a connected app in Salesforce, see Create a Connected App.

User Id

The Salesforce username.

This property is available only when the Basic connection type is selected.

Password

The Salesforce password associated with the username.

This property is available only when the Basic connection type is selected.

Security Token

The Salesforce security token. For more information, see Reset Your Security Token.

This property is available only when the Basic connection type is selected.

Issuer

The OAuth Consumer Key, generated when your connected app is created and shown in the connected app detail page in Salesforce. For more information, see Create a Connected App.

This property is available only when the OAuth Json Web Token Flow type is selected.

Subject

The Salesforce username.

This property is available only when the OAuth Json Web Token Flow type is selected.

Expiration time (in seconds)

The expiration time of the assertion (in seconds) within five minutes.

This property is available only when the OAuth Json Web Token Flow type is selected.

Key store

The path to the keystore file in Java Keystore (JKS) format.

The keystore file can be generated by creating a certificate signed by Salesforce and then exporting it to keystore. For more information, see Generate a Self-Signed Certificate.

This property is available only when the OAuth Json Web Token Flow type is selected.

Key store password

The keystore password.

This property is available only when the OAuth Json Web Token Flow type is selected.

Certificate alias

The unique name of the certificate signed by Salesforce.

This property is available only when the OAuth Json Web Token Flow type is selected.

Client Id

The OAuth Consumer Key, generated when your connected app is created and shown in the connected app detail page in Salesforce. For more information, see Create a Connected App.

This property is available only when the OAuth Implicit Flow type is selected.

Client Secret

The OAuth Consumer Secret, generated when your connected app is created and shown in the connected app detail page in Salesforce. For more information, see Create a Connected App.

This property is available only when the OAuth Implicit Flow type is selected.

Callback Host

The host value in the OAuth authentication callback URL that is defined during the creation of a connected app and will be shown in the API (Enable OAuth Settings) area of the connected app detail page in Salesforce.

This property is available only when the OAuth Implicit Flow type is selected.

Callback Port

The port value in the OAuth authentication callback URL that is defined during the creation of a connected app and will be shown in the API (Enable OAuth Settings) area of the connected app detail page in Salesforce.

This property is available only when the OAuth Implicit Flow type is selected.

Token File

The path to the token file that stores the refresh token used to get the access token without authorization.

This property is available only when the OAuth Implicit Flow type is selected.

Advanced settings

Salesforce URL

The web service URL required to connect to Salesforce.

API version

The Salesforce API version.

This property is available only when the OAuth connection type is selected.

Bulk Connection

Select this check box if you need to use bulk data processing function.

Use or save the connection session

Select this check box and in the Session directory field displayed, specify the path to the connection session file to be saved or used.

This session file can be shared by different Jobs to retrieve a connection session as long as the correct user ID is provided by the component. This way, you do not need to connect to the server to retrieve the session.

When an expired session is detected, if the correct connection information (the user ID, password, and security key) is provided, the component will connect to the server to retrieve the new session information and update the connection session file.

This property is available only when the Basic connection type is selected.

Need compression

Select this check box to activate SOAP message compression, which can result in increased performance levels.

Use Http Chunked

Select this check box to use the HTTP chunked data transfer mechanism.

This property is available only when the Bulk Connection check box is cleared.

Trace HTTP message

Select this check box to output the HTTP interactions on the console.

This property is available only when the Bulk Connection check box is selected.

Client Id

Enter the ID of the real user to differentiate between those who use the same account and password to access the Salesforce web site.

Timeout

Enter the intended number of query timeout in milliseconds in Salesforce.

Use Proxy

Select this check box to use a SOCKS proxy server, and in the Host, Port, User Id, and Password fields displayed, specify the connection parameters of the SOCKS proxy server.

Note: To use a proxy of any allowed type (including HTTP proxy, HTTPS proxy, SOCKS proxy, and FTP proxy), use the tSetProxy component.

tStatCatcher Statistics

Select this check box to gather the Job processing metadata at the Job level as well as at each component level.

Global Variables

ERROR_MESSAGE

The error message generated by the component when an error occurs. This is an After variable and it returns a string.

Usage

Usage rule

This component is more commonly used with other Salesforce components.

Sours: https://help.talend.com/r/~JrHURluxR5dMtQmHpZHGg/2Aw86N9GW5g9_TrmuHpwnw
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Easily extract and transform Salesforce data

Join Salesforce and other critical business data in Talend for a holistic view of your organization.

Why Talend

Whether you are on-prem, on-cloud, or somewhere in between, Talend can help you ETL, ELT, clean, govern, transform, and integrate your Salesforce data.

Talend and Salesforce

With Talend, you can better understand all of your customer data:

  1. Collect Salesforce data based on a query or a specific time period.
  2. Enrich it with marketing, product usage, and other external data sets for enhanced insights.
  3. Update your Salesforce objects to provide the most up-to-date CRM for the business.
Talend Cloud
Salesforce Logo

Talend Data Fabric is the only cloud-native tool that bundles data integration, data integrity, and data governance in a single integrated platform, so you can do more with your Salesforce data and ensure its accuracy using applications that include:

  • Talend Data Inventory Provides automated and searchable dataset documentation, quality proofing, and promotion. It turns data silos into reusable, shareable data assets with a single point of governance and access.
  • Talend Data Preparation Offers governed self-service cleansing and enrichment of data via role-based access, and provides workflow-based data curation and governance to help businesses create clean data the entire company can trust.
  • Talend Data Quality Helps you automatically profile your data flows using a built-in trust score that indicates potential bad data to be cleaned and good data to be shared. It employs data masking to let you selectively share data with other applications without exposing personally identifiable information (PII).
  • Talend Data Stewardship Orchestrates the collaborative work of fixing, merging, and certifying data with a point-and-click, Excel-like tool that lets you manage and quickly resolve data integrity issues.

Connecting to Salesforce

To connect to Salesforce, simply use Talend’s native connector to log in with your Salesforce login (username), password, and security token. You can also sign in with OAuth.

Work with your Salesforce data

Insert bulk data into Salesforce Learn to build a Talend job that bulk-loads data in a file into Salesforce, performs the intended action on the data, and ends up with displaying the job execution results on the console. Inserting bulk data into Salesforce >

Recover deleted Salesforce account data Build a two-component job that collects Salesforce account data deleted over the past five days. Recovering deleted data from Salesforce >

Upsert Salesforce data based on external IDs Use Talend components to insert and update Salesforce Contact object data based on the mapping relationship with external IDs of the Account object. Upserting Salesforce data based on external IDs >

From Salesforce to your data warehouse

ETL your Salesforce data to the destination of your choice:

Get more from your Salesforce data

Deliver data your organization can trust. Get started today.

Explore Talend's full suite of apps

Sours: https://www.stitchdata.com/integrations/talend/salesforce/
Talend Full Course - Learn Talend in 6 Hours - Talend Tutorial For Beginners - Edureka

Talend with Salesforce

Talend Salesforce Reference

In this series of articles, we'll take a look at Salesforce and how to get data in and out, using Talend. If you're new to Salesfoce, read our Salesforce Guide; which will help you to get started.

Salesforce is a Cloud Service and, as with other Cloud Services, it brings some new challenges. If you're used to working with modern Relational Databases (RDBMS) such as Oracle that are hosted in your local Data Centre, then you may be excused for thinking that you've travelled more than 20 years back in time.

Many of the features that you've come to expect, are not available (at least yet) with your Cloud Service, and things certainly start to slow down.

Talend provides a number of components to help you to connect and use Salesforce. Bear in mind that you must consider that a Cloud Services has different design considerations to your typical Relational Databases (RDBMS).

Developer Force

If you are just getting started with Salesforce, then you can create a free account at Developer Force and try things out.

Connecting to Salesforce

Establishing your connection to Salesforce is probably the first place to start exploring. As with connections to any data source, I always establish a Talend Repository Connection to my development database; but I never refer to this connection within a Job. The repository connection is only used as a development aid. I always use the connection component tSalesforceConnection within my Jobs. The connection parameters are then externalised using Context Variables. There are many ways to externalise your Context. My preference is by using a reusable Subjob and I have described one in the article LibContextReader.

For more information on setting up a Salesforce Repository Connection, read the article on Salesforce Metadata.

Connection Parameters

Here are the connection parameters that you'll need, when connection to Salesforce and using the Salesforce API. In later versions of Talend, you can additionally connect to Salesforce using OAuth 2.0. In this article, we will concentrate on establishing a BasicLogin Type.

ParameterDefault Value (Talend 5.4.1)Comment
WebService URLhttps://login.salesforce.com/services/Soap/u/25.0
Username[email protected]
PasswordpasswordWhen using the Salesforce API, you must provide both a password and Security Token. This parameter is the two values, concatenated.
Timeout (milliseconds)60000
Salesforce Version25.0Required for Bulk API only.

For details of your specific connection parameters, contact your Salesforce Administrator.

Standard & Bulk API

Salesforce provides two API, Standard & Bulk.

Generally speaking, I use the Standard API whenever possible; however, there are some advantages to using the Bulk API, especially when processing large data volumes. At the time of writing, some versions of Talend, are lacking in their implementation of the Bulk API components, so you will want to ensure that the API does work for you. The articles here will assume that the API does work; but I will make comment on issues where helpful.

Query Timeout

When you query Salesforce, Talend allows you to specify a timeout in milliseconds. The default value is (1 minute). Note that Salesforce also has a Query Timeout that is, all queries must return within 2 minutes. You should consider both of these timeouts when querying Salesforce, especially when querying large objects and where you have a constraint in your query. Also bear in mind that the Salesforce 2-minute-timeout is, at the time of writing, an immovable restriction.

Custom Objects & Fields

As well as Salesforce having a standard set of Objects & Fields, Salesforce also allows Salesforce Developers to specify their own and, in a typical Salesforce environment, you are likely to see a number of custom Objects and Fields.

These custom Objects and Fields are easily identifiable as they will all have the prefix , for example, you may have a Custom Object named or a custom field named .

Internationalisation

This section provides some key points on Salesforce internationalisation. For more information on this subject, read Salesforce Internationalisation.

Date & Time

All date and time values stored by Salesforce, are stored in UTC.

Character Encoding

By default, data stored in Salesforce, is encoded using UTF-8. Data may, alternatively, be encoded using ISO-8859-1. Before reading or writing data, you will want to ask your Salesforce Administrator what encoding scheme is being used by your Organisation.

When reading from Salesforce, the Salesforce API will always deliver data in the chosen character set.

Change Data Capture (CDC)

If you need to identify changes to your Salesforce data, for example, to extract data for a Data Warehouse, then read this article on Salesforce Change Data Capture (CDC).



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Connection talend salesforce

Setting up the connection to Salesforce - 6.5

Procedure

  1. Double-click the tSalesforceOutputBulkExec component to open its Basic settings view.
  2. In the User Id, Password and Security Key fields, enter the user authentication information required to access Salesforce.
  3. Click the [...] button next to the Module Name field and in the pop-up dialog box, select the object you want to access. In this example, it is Account.
  4. In the Bulk File Path field, browse to or enter the path to the CSV file that stores the data for bulk processing.

    Note that the bulk file here to be processed must be in .csv format.

  5. Double-click the first tLogRow component to open its Basic settings view.
  6. In the Mode area, select Table (print values in cells of a table) for better readability of the results.
  7. Do the same to configure the second tLogRow component.
Sours: https://help.talend.com/r/j0CQULh7PmnAIRZLion38g/8h3wUgc9LOPeT_FXbk3zPw
Talend and Salesforce Integration Tutorial (Using a Flat File and SQL Server)

Setting up a Salesforce connection - 6.1

Defining general properties

  1. In the Repository tree view, expand the Metadata node, right-click the Salesforce tree node, and select Create Salesforce Connection from the pop-up menu.

  2. Fill in the general information, such as Name and Description. Then click Next to open a new view on the wizard to define the connection details.

    For further information, see the section on defining general properties in Setting up a database connection.

Connecting to a Salesforce system - Basic login mode

Two login modes are available for accessing the Salesforce website: Basic and OAuth2. This procedure describes how to connect to a Salesforce system in Basic login mode. For how to connect to a Salesforce system in OAuth2 login mode, see Connecting to a Salesforce system - OAuth2 login mode.

  1. Select Basic from the Login Type list.

  2. Enter the Salesforce system address in the Web service URL field.

  3. Enter your user name in the User name field and your password followed by your security token in the Password field to connect to your Salesforce account through the salesforce web service.

  4. If you are working behind a Socks or HTTP proxy, select the Enable Socks proxy or Enable Http proxy check box and provide your proxy parameters.

  5. Click Check login to verify that you can connect without issue.

  6. Click Finish to validate the connection settings and close the wizard.

Sours: https://help.talend.com/r/mhqCkTBnin7IXmJBUJoocQ/S07dRaViPAo71WIlB1L6pg

You will also like:

Connect to Salesforce Data and Transfer Data in Talend

On the next page, select Generic JDBC from the DB Type menu and enter the JDBC URL.

There are several authentication methods available for connecting to Salesforce: Login, OAuth, and SSO. The Login method requires you to have the username, password, and security token of the user.

If you do not have access to the username and password or do not wish to require them, you can use OAuth authentication.

SSO (single sign-on) can be used by setting the SSOProperties, SSOLoginUrl, and TokenUrl connection properties, which allow you to authenticate to an identity provider. See the "Getting Started" chapter in the help documentation for more information.

Built-in Connection String Designer

For assistance in constructing the JDBC URL, use the connection string designer built into the Salesforce JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

Fill in the connection properties and copy the connection string to the clipboard.

A typical JDBC URL is below:

Sours: https://www.cdata.com/kb/tech/salesforce-jdbc-talend.rst


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