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Prerequisites

Configuring Salesforce as a Connection

1. Click the "+" button and select "Connection" or right-click in the File Browser and select "Create New" → "Connection". The "New Connection" tab appears in the menu bar.
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2. Select "Salesforce" from the drop-down and confirm with "Next". The type is displayed in the drop-down.
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3. Select the web service protocol to be used from the drop-down.
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4. Enter the host address and the port, where the web service is running on.
   
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5. Enter the root path.
   
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6. To authenticate, click on “Authorize Datameer to retrieve data”. You are then taken to the http://salesforce.com portal to generate an OAuth access token for Datameer. The OAuth code is automatically transferred to the appropriate field.
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7. Confirm with “Next”.
   
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8. If needed, enter a description and confirm with "Next". The 'Save Connection' dialog opens.
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9. Select the folder to save the connection, enter a name in "Save as" and confirm with "Save". The connection is saved. Configuring the Salesforce connection is finished. 
   

Importing with a Salesforce Connector

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Importing Data with the Salesforce Connector 

1. Click the + (plus) button and select Import Job or right-click in the browser and select Create new > Import Job.     

2. Click Select Connector, choose the Salesforce connector, and click Next.

3. Enter a search Salesforce Query (SOQL) and click Next.

4. Review the defined fields and click Next.

5. Review the schedule and advanced properties for the job and click Next.

6. Create a description for the import job and click Save.

Salesforce is an enterprise cloud computing firm. It specializes in social and mobile cloud technologies, including sales and CRM applications helping companies connect with customers, partners, and employees.

Enabling TLS 1.1

As of July 22, 2017, Salesforce is disabling their use of TLS version 1.0. If you are running Datameer X using Java 7, you need to manually update to TLS 1.1 or 1.2. First, you need to update TLS with Java 7. Then, add the following properties to the Custom Properties section of your Salesforce import job or in the Custom Properties section on the Hadoop Cluster page of the Admin tab.

For Tez, add the following properties:

tez.am.launch.cmd-opts="-Dhttps.protocols=TLSv1.1,TLSv1.2"
tez.task.launch.cmd-opts="-Dhttps.protocols=TLSv1.1,TLSv1.2"

For Spark, add the following properties:

as.spark.launcher.spark-submit-opts="-Dhttps.protocols=TLSv1.1,TLSv1.2"
spark.executor.extraJavaOptions="-Dhttps.protocols=TLSv1.1,TLSv1.2"
spark.driver.extraJavaOptions="-Dhttps.protocols=TLSv1.1,TLSv1.2"

For MapReduce, add the following properties:

mapreduce.map.java.opts="-Dhttps.protocols=TLSv1.1,TLSv1.2"

mapreduce.reduce.java.opts="-Dhttps.protocols=TLSv1.1,TLSv1.2"

Configuring Salesforce as a Connection

1. Click the + (plus) button and select Connection or right-click in the browser and select Create new > Connection.     
2. Choose Salesforce from the drop-down list.
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3. To connect to your Salesforce account, click Authorize Datameer X to retrieve data. You are then taken to a salesforce.com portal to generate an OAuth access token for Datameer. The OAuth code is automatically transferred to the appropriate field. Enter a schema, host, port, and root path.
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4. If required, add a description and click Save.

Importing Data with the Salesforce Connector 

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2. Create a description for the import job and click Save.