Salesforce Chatter Connector

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Overview

Etlworks Salesforce Chatter connector allows the fastest and easiest way to connect to real-time Salesforce Chatter data. The connector works just like any other database connector.

Etlworks partnered with CData to provide access to Salesforce Chatter using industry-standard JDBC protocol. Read about CData Salesforce Chatter JDBC connector.

When to use Salesforce Chatter connector

Use this connector to create Flows that extract data and load data into Salesforce Chatter.

Prerequisites

Enable the Salesforce Chatter connector for your Etlworks account. Contact support@etlworks.com to enable the connector.

Create a Connection

Here's how you can create a Connection in two easy steps:

Step 1. In the Connections window, click +, and type in salesforce chatter.

Step 2. Enter Connection parameters:

• Authentication type: select authentication type, either OAuth (default) or Security token.

When using OAuth authentication (default):

• OAuth Token: sign in with SalesForce.

When using Security token authentication:

• User: the email address of the Salesforce user.
• Password: the password (do not append security token to the password).
• Security Token: the security token. Read what a Salesforce security token is and how to find it.

Use Other parameters to specify the Connection string options. Read about available Connection string options.

Work with Salesforce Chatter

Salesforce Chatter Data Model

The connector models the Salesforce Chatter API as relational Views and Stored Procedures. These are defined in schema files, which are simple, text-based configuration files.

Read about the data model.

SQL Compliance

The connector supports several operations on data, including querying, deleting, modifying, and inserting.

Read about SQL Compliance.

Extract data from Salesforce Chatter

Note: Extracting data from Salesforce Chatter is similar toextracting data from the relational database.

Here's how you can do this:

Step 1. Create Salesforce Chatter Connection which will be used as a source (FROM).

Step 2. Create a destination Connection, for example, a Connection to the relational database, and if needed, a Format (Format is not needed if the destination is a database or well-known API).

Step 3. Create a Flow where the source is a database and the destination is a Connection created in step 2, for example, a relational database.

Step 4. Add a new source-to-destination transformation.

Step 5. Select the Salesforce Chatter Connection created in step 1 as a source Connection and select the data object you are extracting data from.

Step 6. Select TO Connection, Format (if needed), and object (for example, database table) to load data into.

Step 7. Click MAPPING and optionally enter Source query (you don't need a query if you are extracting data from the Salesforce Chatter data object unconditionally).

Step 8. Optionally define the per-field Mapping.

Step 9. Add more transformations if needed.

Load data in Salesforce Chatter

Note: Loading data in Salesforce Chatter is similar toloading data into a relational database.

Here's how you can do this:

Step 1. Create a source Connection and a Format (if needed).

Step 2. Create a destination Salesforce Chatter Connection.

Step 3. Create a Flow where the destination is a database.

Step 4. Add new source-to-destination transformation.

Step 5. Select FROM and TO Connections and objects (also a FROM Format if needed).

Step 6. Optionally define the per-field Mapping.

Step 7. Add more transformations if needed.

Browse data in Salesforce Chatter

You must have a Salesforce Chatter Connection to browse objects and run SQL queries.

Use the Etlworks Explorer to browse data and metadata in Salesforce Chatter as well as execute DML and SELECT queries against the Salesforce Chatter Connection.