Using the Salesforce Query Component in Matillion ETL for Amazon Redshift

The Salesforce Query component in Matillion ETL for Amazon Redshift presents an easy-to-use graphical interface, enabling you to connect to live Salesforce and Force.com accounts. Many of our customers are using this service for example to do event tracking, case and task management. The component allows you to bring the Salesforce data into Redshift for analysis and integration. The connector is completely self-contained: no additional software installation is required. It’s within the scope of an ordinary Matillion license, so there is no additional cost for using the features.

Video

Watch our tutorial video for a demonstration on how to set up and use the Salesforce Query component in Matillion ETL for Amazon Redshift.   https://youtu.be/PM7d7aKYyZ4  

Authentication and Authorization

When you create an Orchestration job containing a Salesforce Query component, you’ll find that two authentication methods are available:

• Username/Password/Security Token
• OAuth

You can choose whichever method is more convenient.      User/password authentication To use this option, you will need your Salesforce username and password, plus a Security Token, which can be generated or reset using the Salesforce site. OAuth authentication To use this option, you must first go to the Project / Manage OAuth menu, and follow the on-screen instructions. Use the Consumer Key and Consumer Secret to create a new Matillion OAuth entry for Salesforce. Once this is complete and has been authorised, choose the new Salesforce OAuth profile in the Salesforce Query’s Authentication property.

Data Source

Once security has been configured, you will then be able to choose a Data Source from the dropdown list. The Salesforce Data Model contains nearly 200 tables and views to choose from, in addition to any custom objects if you have created them.      Having chosen a Data Source, you can then go to the next property and choose one or more names from the Data Selection dialog. These will form the columns of your Redshift table.     

Running the Salesforce Query

The final mandatory properties for this component are the Target Table name and an S3 Staging Area. The latter is the URL of an S3 bucket which will be used temporarily to stage the queried data. You should be able to use the dropdown list of values. Remember that this component also has a Limit property, defaulting to 100, which can be used to force an upper limit on the number of records returned. You can run the Orchestration job, either manually or using the Scheduler, to query your data from the Salesforce API, and bring it into Redshift.     

Exploring further

The Salesforce Query component offers an “Advanced” mode instead of the default “Basic” mode. In Advanced mode, you can write a SQL-like query over all the available fields in the data model. This is automatically translated into one or more Salesforce API calls on your behalf.      Once you have finished bringing all the necessary data from Salesforce into Redshift, you can then use it in a Transformation job.      In this way, you can build out the rest of your downstream transformations and analysis, taking advantage of Redshift’s power and scalability.

Useful Links

Salesforce Query Component in Matillion ETL for Amazon Redshift

Component Data Model

OAuth Set Up

Video

Begin your data journey

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