Salesforce catalogs #

Use a Salesforce catalog to configure access to a Salesforce database.

Follow these steps to create a catalog for Salesforce:

1. In the navigation menu, select Data, then Catalogs.
2. Click Create catalog.
3. On the Select a data source pane, click the Salesforce icon.

4. Configure the catalog as prompted in the dialog.
5. Test the connection.
6. Connect the catalog.
7. Set any required permissions.
8. Add the new catalog to a cluster.

The following sections provide more detail for creating Salesforce catalog connections.

Define catalog name and description #

The Catalog name is visible in the query editor and other clients. It is used to identify the catalog when writing SQL or showing the catalog and its nested schemas and tables in client applications.

The name is displayed in the query editor, and in the output of a SHOW CATALOGS command. It is used to fully qualify the name of any table in SQL queries following the catalogname.schemaname.tablename syntax. For example, you can run the following query in the sample cluster without first setting the catalog or schema context: SELECT * FROM tpch.sf1.nation;.

The Description is a short, optional paragraph that provides further details about the catalog. It appears in the Starburst Galaxy user interface and can help other users determine what data can be accessed with the catalog.

Salesforce configuration #

To configure a connection to your Salesforce database, provide the following details:

• Username: Enter a Salesforce username.
• Password: Provide the password of your Salesforce instance.
• Security token: Enter your security token if you are accessing Salesforce from an IP address that is outside of your company’s trusted IP range.
• toggle_on Connect to Sandbox: Click to include data and metadata from a Salesforce Sandbox staging and testing environment. For more information, contact your Salesforce administrator.

Test the connection #

Once you have configured the connection details, click Test connection to confirm data access is working. If the test is successful, you can save the catalog.

If the test fails, look over your entries in the configuration fields, correct any errors, and try again. If the test continues to fail, Galaxy provides diagnostic information that you can use to fix the data source configuration in the cloud provider system.

Connect catalog #

Click Connect catalog, and proceed to set permissions where you can grant access to certain roles.

Set permissions #

Use the following steps to assign read-only access to a specified set of roles:

1. Select the Read-only catalog switch to grant a set of roles read-only access to the catalog’s schemas, tables, and views. For catalogs that are pre-set to read-only, this switch is already set and is disabled.
2. Next, use the drop-down menu in the Role-level permissions section to specify the roles that have read-only access.
3. Click Save access controls.

Add to cluster #

You can add your catalog to a cluster later by editing a cluster. Click Skip to proceed to the catalogs page.

Use the following steps to add your catalog to an existing cluster or create a new cluster in the same cloud region:

• In the Add to cluster section, expand the menu in the Select cluster field.
• Select one or more existing clusters from the drop down menu.
• Click Create a new cluster to create a new cluster in the same region, and add it to the cluster selection menu.

• Click Add to cluster to view your new catalog’s configuration.

   

SQL support #

The catalog provides read access to data and metadata in Salesforce. It supports the following features:

• Globally available statements
• Read operations