Using Salesforce with Talend Integration Cloud
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>+email@example.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.
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.
- Create a Dropbox account, if you do not have one already, at https://www.dropbox.com
- Once logged in, go to the developer site https://www.dropbox.com/developers/apps/create to create an application and get a unique API key.
- 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
- Go to https://integrationcloud.talend.com and login 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.