Salesforce Connector for Azure Data Factory (Pipeline)

In this article you will learn how to integrate Salesforce data in Azure Data Factory (Pipeline) without coding in just a few clicks (live / bi-directional connection to Salesforce). Salesforce Connector can be used to extract/load large amount of data from/in Salesforce.com without any programming. You can use simple Table mode or Query mode with full SOQL query language support (SOQL=Salesforce.com Object Query Language)..

Using Salesforce Connector you will be able to connect, read, and write data from within Azure Data Factory (Pipeline). Follow the steps below to see how we would accomplish that.

Download Documentation

Create ODBC Data Source (DSN) based on ZappySys Salesforce Driver

Step-by-step instructions

To get data from Salesforce using Azure Data Factory (Pipeline) we first need to create a DSN (Data Source) which will access data from Salesforce. We will later be able to read data using Azure Data Factory (Pipeline). Perform these steps:

  1. Install ZappySys ODBC PowerPack.

  2. Open ODBC Data Sources (x64):
    Open ODBC Data Source

  3. Create a System Data Source (System DSN) based on ZappySys Salesforce Driver

    ZappySys Salesforce Driver
    Create new System DSN for ZappySys Salesforce Driver
    You should create a System DSN (instead of a User DSN) if the client application is launched under a Windows System Account, e.g. as a Windows Service. If the client application is 32-bit (x86) running with a System DSN, use ODBC Data Sources (32-bit) instead of the 64-bit version. Furthermore, a User DSN may be created instead, but then you will not be able to use the connection from Windows Services(or any application running under a Windows System Account).
  4. Now, we need SalesForce Connection. Lets create it. ODBC SalesForce Driver - Create Connection

  5. Now, When you see DSN Config Editor with zappysys logo first thing you need to do is change default DSN Name at the top and Click on Preview Tab, Select Table from Tables Dropdown or you can enter or modify a SOQL query and click on Preview Data.
    This example shows how to write simple SOQL query (Salesforce Object Query Language). It uses WHERE clause. For more SOQL Queries click here.
    SOQL is similar to database SQL query language but much simpler and many features you use in database query may not be supported in SOQL (Such as JOIN clause not supported). But you can use following Queries for Insert, Update, Delete and Upsert(Update or Insert record if not found).

    SELECT * FROM Account WHERE Name like '%Oil%'
    ZappySys ODBC Driver - Select Table and Preview Data
  6. Click OK to finish creating the data source

Video instructions

Read data in Azure Data Factory (ADF) from ODBC datasource (Salesforce)

  1. To start press New button:

    Create new Self-Hosted integration runtime
  2. Select "Azure, Self-Hosted" option:

    Create new Self-Hosted integration runtime
  3. Select "Self-Hosted" option:

    Create new Self-Hosted integration runtime
  4. Set a name, we will use "OnPremisesRuntime":

    Set a name for IR
  5. Download and install Microsoft Integration Runtime.

  6. Launch Integration Runtime and copy/paste Authentication Key from Integration Runtime configuration in Azure Portal:

    Copy/paste Authentication Key
  7. After finishing registering the Integration Runtime node, you should see a similar view:

    Check Integration Runtime node status
  8. Go back to Azure Portal and finish adding new Integration Runtime. You should see it was successfully added:

    Integration Runtime status
  9. Go to Linked services section and create a new Linked service based on ODBC:

    Add new Linked service
  10. Select "ODBC" service:

    Add new ODBC service
  11. Configure new ODBC service. Use the same DSN name we used in the previous step and copy it to Connection string box:

    SalesforceDSN
    DSN=SalesforceDSN
    Configure new ODBC service
  12. For created ODBC service create ODBC-based dataset:

    Add new ODBC dataset
  13. Go to your pipeline and add Copy data connector into the flow. In Source section use OdbcDataset we created as a source dataset:

    Set source in Copy data
  14. Then go to Sink section and select a destination/sink dataset. In this example we use precreated AzureBlobStorageDataset which saves data into an Azure Blob:

    Set sink in Copy data
  15. Finally, run the pipeline and see data being transferred from OdbcDataset to your destination dataset:

    Run the flow

Conclusion

In this article we discussed how to connect to Salesforce in Azure Data Factory (Pipeline) and integrate data without any coding. Click here to Download Salesforce Connector for Azure Data Factory (Pipeline) and try yourself see how easy it is. If you still have any question(s) then ask here or simply click on live chat icon below and ask our expert (see bottom-right corner of this page).

Download Salesforce Connector for Azure Data Factory (Pipeline) Documentation 

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Download Salesforce Connector for Azure Data Factory (Pipeline) Documentation

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