Using Salesforce with Talend Integration Cloud

author
Irshad Burtally
EnrichVersion
6.4
6.3
6.2
6.1
EnrichProdName
Talend Cloud
task
Design and Development > Designing Flows
Data Quality and Preparation > Third-party systems > Business applications > Salesforce components
Design and Development > Third-party systems > Business applications > Salesforce components
Data Governance > Third-party systems > Business applications > Salesforce components
EnrichPlatform
Talend Integration Cloud

Using Salesforce with Talend Integration Cloud

Talend Integration Cloud (TIC) is a secure cloud integration platform-as-a-service (iPaaS) that puts powerful graphical tools at your fingertips. Talend Integration Cloud automates the use of Saas applications like Salesforce for integrating your cloud and on-premises data seamlessly and in a secure way. In this article, we will explore how to leverage Talend Integration Cloud to connect and transfer contacts data in and out of a Salesforce account.

Salesforce Configuration

Salesforce makes it easy for developers to learn and develop against its platform. You can create a developer account at https://developer.salesforce.com/signup?d=70130000000td6N

You will need an email address to create your Salesforce account. If using a gmail account, you can leverage the flexibility of gmail email aliases to create your account. For example, you can create an account with email address <username>+sf@gmail.com

Once your account is created and verified, you will be able to login into Salesforce at https://login.salesforce.com/

The screenshot below shows the typical interface you will see once you login. This interface changes with every evolution of Salesforce.

Salesforce provides an API that allows developers to read and write Salesforce data. In order to use the API, you need to reset your security token. To do so, click on your name in the right hand corner, and click on My Settings .

Click on Reset My Security Token as shown below and follow the instructions provided by Salesforce.

Your will receive an email with your token. Note that this token changes each time you reset your password. Check your Spam box if you do not see the email.

With this token, you are all set to read and write data to Salesforce.

Dropbox Configuration

In the example we will follow, we will read a contacts file from Dropbox and load the data into Salesforce. Hence, we need to setup Dropbox access so that our Flow can read the file.

  • You can configure Full Dropbox or Folder Level access. For our demo, we need access to a folder so that we can upload and read a file from there. Copy the Generated Access Token that we will need in our Action in Talend Integration Cloud.

  • Upload SalesForceContextLoad.xlsx available in the Downloads tab. file into the "Data loading" folder in your Dropbox account.

Connection Configurations in Talend Integration Cloud

Once you have the Salesforce API Token and the Dropbox API Token, we are ready to build our example flow in Talend Integration Cloud. If you do not already have a Talend Integration Cloud account, you can request a trial at https://integrationcloud.talend.com/#/signup

Step 1: Log into your account

Step 2: Define Connections

  • Go to the Manage section. In this section you can define all reusable objects like Connections, Actions and Schemas etc.