Salesforce Reader

Reads Salesforce sObject data. See also Salesforce Pardot Reader, Salesforce Platform Event Reader, and Salesforce Push Topic Reader.

See API Request Limits and Allocations for information on Salesforce-side limits that may require you to limit how much and how quickly Salesforce Reader ingests data.

Configuring OAuth for Salesforce Reader

Authenticating Striim to Salesforce requires an active Salesforce account and a Striim app connected to Salesforce.

Configuring OAuth for automatic authentication token renewal

From the connected app, get the values of the Consumer Key and Consumer Secret.
In the Salesforce Reader, set the values of the Consumer Key and Consumer Secret.
Generate a security token following the instructions in Salesforce documentation.
In the Salesforce Reader, set the value of the Security token.

Configuring OAuth for manual authentication token renewal

Generate an authentication token using the following command:

curl https://login.salesforce.com/services/oauth2/token -d "grant_type=password"\
 -d "client_id=<your consumer key>"\
 -d "client_secret=<your consumer secret>"\
 -d "username=<your username>"\
 -d "password=<your password>"

In the Salesforce Reader, set the value of the authentication token.
Generate a security token following the instructions in Salesforce documentation.
In the Salesforce Reader, set the value of the Security token.

Salesforce Reader properties

property	type	default value	notes
API End Point	String		The endpoint for your Force.com REST API.
Auth Token	com.webaction. security.Password		See Configuring OAuth for Salesforce Reader. When Auto Auth Token Renewal is `True`, this property is ignored and does not appear in Flow Designer. If autoAuthTokenRenewal is set to false , specify your Salesforce access token (see Set Up Authorization on developer.salesforce.com: the first section, "Setting Up OAuth 2.0," explains how to create a "connected app"; the second section, "Session ID Authorization," explains how to get the token using `curl`).
Auto Auth Token Renewal	String	false	See Configuring OAuth for Salesforce Reader. With the default value of False, when the specified Auth Token expires the application will halt and you will need to modify it to update the auth token before restarting. This setting is recommended only for development and testing, not in a production environment. When this property is False, you must specify Auth Token, Password, and Username. Set to True to renew the auth token automatically. In this case, leave Auth Token blank and set the Consumer Key, Consumer Secret, Password, Security Token, and Username properties.
Connection Retry Policy	String	retryInterval=30, maxRetries=3	With the default setting, if a connection attempt is unsuccessful, the adapter will try again in 30 seconds (`retryInterval`. If the second attempt is unsuccessful, in 30 seconds it will try a third time (`maxRetries`). If that is unsuccessful, the adapter will fail and log an exception. Negative values are not supported.
Consumer Key	String		When Auto Auth Token Renewal is `False`, this property is ignored and does not appear in Flow Designer. If autoAuthTokenRenewal is set to true, specify the Consumer Key (see Set Up Authorization on developer.salesforce.com).
Consumer Secret	com.webaction. security.Password		When Auto Auth Token Renewal is `False`, this property is ignored and does not appear in Flow Designer. If autoAuthTokenRenewal is set to true, specify the Consumer Secret (see Set Up Authorization on developer.salesforce.com).
Custom Objects Only	Boolean	False	By default, both standard and custom objects are included. Set to `true` to include only custom objects and exclude standard objects.
JWT Keystore Path	String		When Auto Auth Token is False or OAuth Authorization Flows is PASSWORD, this property is ignored and not visible in the Flow Designer. See Salesforce Help> Docs> Identify Your Users and Manage Access > OAuth 2.0 JWT Bearer Flow for Server-to-Server Integration.
JWT Keystore Password	com.webaction. security.Password		When Auto Auth Token is False or OAuth Authorization Flows is PASSWORD, this property is ignored and not visible in the Flow Designer. See Salesforce Help> Docs> Identify Your Users and Manage Access > OAuth 2.0 JWT Bearer Flow for Server-to-Server Integration.
JWT Certificate Name	String		When Auto Auth Token is False or OAuth Authorization Flows is PASSWORD, this property is ignored and not visible in the Flow Designer. See Salesforce Help> Docs> Identify Your Users and Manage Access > OAuth 2.0 JWT Bearer Flow for Server-to-Server Integration.
Migrate Schema	Boolean	False	Do not change this setting. It is reserved for use by applications created using Auto Schema Conversion wizards (see Using Auto Schema Conversion).
Mode	String	InitialLoad	Use the default setting `InitialLoad` to load all existing data using force-rest-api 0.28 and stop. Set to `BulkLoad` to load all existing data using the Salesforce Bulk API and stop. Set to `Incremental` to read new data continuously using force-rest-api 0.28.
OAuth Authorization Flows	Enum	PASSWORD	When Auto Auth Token Renewal is `False`, this property is ignored and does not appear in Flow Designer. With the default value of PASSWORD, Salesforce Writer will authorize using OAuth 2.0 username and password (see Salesforce Help> Docs> Identify Your Users and Manage Access > OAuth 2.0 Username-Password Flow for Special Scenarios). In this case, you must specify values for the Consumer Key, Consumer Secret, Password, Security Token, and Username properties. Set to JWT_BEARER to authorize using OAuth 2.0 JWT bearer tokens instead (see Salesforce Help> Docs> Identify Your Users and Manage Access > OAuth 2.0 JWT Bearer Flow for Server-to-Server Integration). In this case, you must specify the Consumer Key, JWT Certificate Name, JWT Keystore Password, JWT Keystore Path, and Username properties.
Objects			See sObjects.
Password	com.webaction. security.Password		When Auto Auth Token Renewal is False or OAuth Authorization Flows is JWT_BEARER, this property is ignored and not visible in the Flow Designer. When Auto Auth Token Renewal is set to `true`, specify the password for the specified username.
Polling Interval	String	5 min	This property controls how often the adapter reads from the source. By default, it checks the source for new data every five minutes. If there is new data, the adapter reads it and sends it to the adapter's output stream. If you encounter Salesforce REQUEST_LIMIT_EXCEEDED errors, you may need to increase this value or contact Snowflake to raise your API limits (see Salesforce Developer Limits and Allocations Quick Reference). The maximum value is `120 min`.
Security Token	String		When Auto Auth Token Renewal is False or OAuth Authorization Flows is JWT_BEARER, this property is ignored and not visible in the Flow Designer. When Auto Auth Token Renewal is set to `true`, specify the security token for the specified username (see Reset Your Security Token on help.salesforce.com).
SObjects	String	`%`	In the Flow Designer this property is shown as Objects. With the default wildcard value `%`, all available objects associated with the specified API End Point will be read. To exclude standard objects, set Custom Objects Only to `true`. Alternatively, specify one or more objects to read, separating multiple objects with semicolons, for example, `Account; Business_C`. Note that any child objects (see Object Relationships Overview) must be specified explicitly, they are not included automatically when you specify the parent. The objects must be queryable. The account associated with the specified Auth Token must have View All Data permission for the objects.
Start Timestamp	String		By default, Salesforce Reader reads only new events. Optionally, specify the time (based on LastModifiedDate) from which to start reading older events in the format `YYYY-MM-DDTHH:MM:SS`. If the Salesforce organization's time zone is not the same as Striim's, convert the Salesforce start time to UTC (GMT+00:00) and include a `Z` at the end of the string. See SimpleDateFormat for more information.
Thread Pool Size	Integer	5	Set this to match your Salesforce Concurrent API Request Limit (see API Request Limits and Allocations).
Username	String		When Auto Auth Token Renewal is `False`, this property is ignored and does not appear in Flow Designer. When Auto Auth Token Renewal is set to true, specify an appropriate username (see Add a Single User on help.salesforce.com).

The output type is WAEvent.

Salesforce Reader WAEvent example

WAEvent{
  data: [
    "a025j000004He03AAC",
    "AA",
    100.0,
    "WA",
    "USD",
    null,
    null,
    null]
  metadata: {
    "LastModifiedDate":1646674721000,
    "TableName":"Business__c",
    "IsDeleted":false,
    "CustomObject":true,
    "OwnerId":"0055j000004c2D2AAI",
    "CreatedById":"0055j000004c2D2AAI",
    "OperationName":"INSERT",
    "CreatedDate":1646674721000,
    "attributes":
      "{type=Business__c,    
        url=\/services\/data\/v51.0\/sobjects\/Business__c\/a025j000004He03AAC}",
      "LastModifiedById":"0055j000004c2D2AAI",
      "SystemModstamp":"2022-03-07T17:38:41.000Z"},
  }
  userdata: null
  before: null
  dataPresenceBitMap: "HwA="
  beforePresenceBitMap: "AAA="
  typeUUID: {"uuidstring":"01ed7a69-eb41-3f71-8a71-8cae4cf129d6"}
};

Salesforce Reader monitoring

The Salesforce reader monitors the following metrics:

Metric
Read timestamp (called as Last Event Modified Tiime)
Number of deletes
Number of inserts
Number of updates
CPU
CPU rate
CPU rate per node
Number of servers
Number of events seen per monitor snapshot interval
Source input
Source rate
Input
Input rate
Rate
Last event position
Latest activity
Read lag
I/O latency in ms
Table name

Verifying Salesforce Reader configuration

Use the following cURL commands (see Using cURL in the REST Examples and curl.haxx.se) to verify your configuration and get information about available resources and sObjects.

Get an access token using the Salesforce login URL.

curl https://login.salesforce.com/services/oauth2/token -d "grant_type=password" \
-d "client_id=<your consumer key>" -d "client_secret=<your consumer secret>" \
-d "username=<your username>" -d "password=<your password>"

Using the access token returned by that command, test the REST API URL for your organization. The instance is typically the first part of the URL you see in your browser when logged into Salesforce, such as "mycompany" in mycompany.salesforce.com. Alternatively, ask your Salesforce technical administrator for access to a connected app. (For more information, see Understanding the Username-Password OAuth Authentication Flow.)
If you do not have a proxy server:
```
curl https://<your Salesforce instance>.salesforce.com/services/data/ \
-H 'Authorization: Bearer <token>'
```
If you have a proxy server (change the proxy server URL to match yours):
```
curl -x http://mycompany.proxy.server.com:8080/ \
https://<your Salesforce instance >.salesforce.com/services/data/ \
-H 'Authorization: Bearer <token>'
```

List available REST resources and sObjects (see List Available REST Resources and Get a List of Objects).

curl https://<your Salesforce instance>.salesforce.com/services/data/v41.0 \
-H 'Authorization: Bearer <token>'
curl https://<your Salesforce instance>.salesforce.com/services/data/v41.0/sobjects \
-H 'Authorization: Bearer <token>'

For additional information, see Salesforce's REST API Developer Guide .

Salesforce Reader example

The following TQL will read from the Business__c sObject and create an appropriate typed stream:

CREATE SOURCE SFPoller USING SalesforceReader (
  sObjects: 'Business__c',
  authToken: '********',
  apiEndPoint: '<your organization's endpoint UEL>',
  mode: 'InitialLoad',
  autoAuthTokenRenewal: 'false'
)
OUTPUT TO DataStream;

CREATE TYPE OpStream_Type (
  Id String KEY,
  Name String,
  POSDataCode__c String,
  Currency__c String
);
CREATE STREAM OpStream OF OpStream_Type;

CREATE CQ CQ1
  INSERT INTO OpStream
  SELECT data[0],data[1],data[2],data[3]
  FROM DataStream;