Adding a Salesforce Connection

Prerequisites

NOTE

To connect Zeenea to Salesforce, Zeenea provides a collaborative solution with Silwood Technology and his Safyr software. This integration must be validated with our customer services.

Supported Versions

The Salesforce connector compatibility depends on Safyr capability.

Installing the Plugin

The Silwood Safyr plugin can be downloaded here: Zeenea Connector Downloads

For more information on how to install a plugin, please refer to the following article: Installing and Configuring Connectors as a Plugin.

Declaring the Connection

Creating and configuring connectors is done through a dedicated configuration file located in the /connections folder of the relevant scanner. The scanner frequently checks for any change and resynchronises automatically.

Read more: Managing Connections

In order to establish a connection with Salesforce, specifying the following parameters in the dedicated file is required:

Parameter	Expected value
name	The name that will be displayed to catalog users for this connection.
code	The unique identifier of the connection on the Zeenea platform. Once registered on the platform, this code must not be modified or the connection will be considered as new and the old one removed from the scanner.
connector_id	The connector type to use for the connection. Here, the value must be safyr-salesforce and this value must not be modified.
input.folder	The complete path to the folder containing files from the Silwood Safyr extraction.

note

A template of the configuration file is available in this repository.

Data Extraction

To extract information, the connector identifies metadata from the JSON files of the Silwood Safyr extraction.

Collected Metadata

Inventory

Will collect the list of objects accessible by the user.

Dataset

A dataset is a Salesforce object.

• Name
• Source Description
• Technical Data:
  • Type
  • Row Count
  • Metadata Changed
  • Physical Name
  • Logical Name

Field

Dataset field.

• Name
• Source Description
• Type
• Can be null: Depending on field properties
• Multivalued: Depending on field properties
• Primary Key: Depending on field properties
• Technical Data:
  • Technical Name
  • Native type
  • Size
  • Data Element
  • Domain
  • Physical Name
  • Logical Name

Unique Identifier Keys

A key is associated with each item of the catalog. When the object comes from an external system, the key is built and provided by the connector.

More information about unique identification keys in this documentation: Identification Keys.

Object	Identifier Key	Description
Dataset	code/asset type/dataset name	code: Unique identifier of the connection noted in the configuration file asset type: Asset type as defined by Safyr dataset name
Field	code/asset type/dataset name/field name	code: Unique identifier of the connection noted in the configuration file asset type: Asset type as defined by Safyr dataset name field name