Create a Salesforce data source

Permissions

Only custom global roles with the Create Data Source permission and system roles such as super administrator, data source administrator, domain architect, and project administrator can create data sources.

Procedure

1. On the Dataphin homepage, click Management Center > Datasource Management in the top navigation bar.

2. On the Datasource page, click +Create Data Source.

3. On the Create Data Source page, select Salesforce in the Semi-structured Storage section.

   You can also select Salesforce from the Recently Used section or search for it in the search box.

4. On the Create Salesforce Data Source page, configure the relevant connection parameters.

   1. Configure the basic information of the data source.

      Parameter	Description
      Datasource Name	The name must meet the following requirements: It can contain only Chinese characters, letters, digits, underscores (_), and hyphens (-). It cannot exceed 64 characters in length.
      Datasource Code	A unique identifier for the data source. You can reference physical tables in FLINK_SQL tasks using the format data_source_code.table or data_source_code.schema.table. To automatically access the data source in the corresponding environment, use the format ${data_source_code}.table or ${data_source_code}.schema.table. Important The data source code cannot be modified after it is configured. You can preview data on the object details page in the asset directory and asset checklist only after the data source code is configured. In Flink SQL, only MySQL, Hologres, MaxCompute, Oracle, StarRocks, Hive, SelectDB, and GaussDB data warehouse service (DWS) data sources are currently supported.
      Data Source Description	A brief description of the data source, up to 128 characters.
      Data Source Configuration	Select the data source to configure: If the business data source distinguishes between production and development data sources, select Production + Development Data Source. If the business data source does not distinguish between production and development data sources, select Production Data Source.
      Tag	Tags help you categorize data sources. For more information, see Manage data source tags.

   2. Configure the connection parameters between the data source and Dataphin.

      If you selected Production + Development Data Source for Data Source Configuration, you need to configure the connection information for both Production + Development Data Source. If you selected Production Data Source, you only need to configure the connection information for the Production Data Source.

      Note

      We recommend that you configure separate production and development data sources for environment isolation. However, you can also use the same data source with identical parameter values for both.

      Parameter	Description
      Instance URL	The URL of your Salesforce instance.
      Client ID	A unique identifier for your Salesforce instance. You can obtain the client ID from the Salesforce management console.
      Client Secret	A key used to authenticate and authorize connections to Salesforce. You can obtain the client secret from the Salesforce management console.
      Username, Password	The username and password for your Salesforce instance.

5. Select a Default Resource Group, which is used to run tasks related to the current data source, including database SQL, offline database migration, and data preview.

6. Click Test Connection or directly click OK to save and complete the creation of the Salesforce data source.

   Clicking Test Connection verifies connectivity between the data source and Dataphin. If you click OK directly, the system tests the connection for all selected clusters automatically. The data source is created even if all selected clusters fail to connect.