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Salesforce Pre

metadata-ingestion/docs/sources/salesforce/salesforce_pre.md

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Overview

The salesforce module ingests metadata from Salesforce into DataHub. It is intended for production ingestion workflows and module-specific capabilities are documented below.

This plugin extracts Salesforce Standard and Custom Objects and their details (fields, record count, etc) from a Salesforce instance. Python library simple-salesforce is used for authenticating and calling Salesforce REST API to retrieve details from Salesforce instance.

REST API Resources used in this integration

Prerequisites

Before running ingestion, ensure network connectivity to the source, valid authentication credentials, and read permissions for metadata APIs required by this module.

Authentication options

To ingest metadata from Salesforce, you need one of:

  • Salesforce username, password, security token
  • Salesforce username, consumer key and private key for JSON web token access
  • Salesforce instance url and access token/session id (suitable for one-shot ingestion only, as access token typically expires after 2 hours of inactivity)

The account used to access Salesforce requires the following permissions for this integration to work:

  • View Setup and Configuration
  • View All Data