Setting up a Salesforce connection - 6.1

Talend Big Data Studio User Guide

EnrichVersion
6.1
EnrichProdName
Talend Big Data
task
Design and Development
EnrichPlatform
Talend Studio

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.

Connecting to a Salesforce system - OAuth2 login mode

This procedure describes how to connect to a Salesforce system in OAuth2 login mode. For how to connect to a Salesforce system in Basic login mode, see Connecting to a Salesforce system - Basic login mode.

  1. Select OAuth2 from the Login Type list.

  2. Enter your OAuth2 authentication details in the Consumer Key and Consumer Secret fields.

  3. Enter your callback host details in the Callback Host and Callback Port fields.

  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. The Salesforce login page appears.

  6. Enter your Salesforce username and password and click Log in to Salesforce for authorization.

  7. When the authorization success message is shown on the page, click the OK button on the lower right corner for confirmation.

  8. When the connection check success message appears, click the OK button for confirmation.

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

    Note

    For a use case that illustrates the OAuth2 login mode, refer to the tSalesforceConnection section in Talend Components Reference Guide.

After setting up the connection to a Salesforce system, you can now drag and drop the connection node from the Repository onto the design workspace, and a dialog box opens, letting you choose to use the centralized connection as a tSalesforceConnection, tSalesforceWaveOutputBulkExec, or tSalesforceWaveBulkExec component in your Job. You can also drop the connection node onto an existing component to reuse the metadata. For more information about dropping component metadata in the design workspace, see How to use centralized metadata in a Job.