Talend Data Preparation is able
to connect to various data sources to create new datasets.
In this example, you want to prepare some customers data that is stored on Salesforce.
You will enter your Salesforce connection information, directly in the Talend Data Preparation interface and create a
new dataset from this data.
Procedure
-
In the Datasets view of the Talend Data Preparation homepage, click
the white arrow next to the Add Dataset button.
-
Select Salesforce.
The Add Salesforce
dataset form opens.
-
In the Dataset name field, enter the name you want to
give your dataset.
-
In the Salesforce URL, enter the specific URL to the
Salesforce environment you want to access.
-
In the Username, Password and
Security token fields, enter your Salesforce connection
information.
Note: If you have lost your Salesforce security key, you can find it in the
email you received when you last changed your Salesforce password. If you
have also lost this email, you can reset your security key by logging into
your Salesforce account and clicking .
-
Click Test connection.
If the connection is successful, the second part of the form
is displayed, where you can enter a query or directly choose a Salesforce module
from the list proposed. If not, an error message is displayed, detailing why the
connection failed.
-
In the Source type field, choose one of the following
options:
- Select the Module
selection radio button and choose from the Salesforce module drop-down list.
When a module is selected, the Column selection menu opens, where you
can select which column you want to add to your dataset.
In the Condition field, you can then enter a query to select
the data to be extracted, name='Talend'
or name like '%talend_user%'
for
example.
- Select the SOQL query radio button and in the
Query field, enter the query for the information that
you want to retrieve.
-
Click the Add dataset button at the end of the
form.
Results
The data extracted from Salesforce directly
opens in the grid and you can start working on your preparation the same way you usually
do.
The data is still stored in Salesforce, Talend Data Preparation only retrieves a sample
on-demand.
The dataset is added to the list in the Datasets view of the homepage.