Salesforce
The Salesforce connector allows you to connect to Salesforce databases.
NOTE:
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To make the Salesforce connectivity work with Panopticon Designer (Desktop), the JRE path (i.e., Program Files\Java\jre8\bin\server) must be added in the PATH environment variable.
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QoD is not supported.
Using Salesforce
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Launch the Connect to Data dialog and then select Salesforce.
The Salesforce Connection dialog displays.
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Provide the hostname, user ID, and password required to connect to the Salesforce.com database you wish to access.
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Paste your Security Token. This is e-mailed to you when you set your Salesforce password for the first time.
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Specify other connection options if desired, making sure to separate individual connection strings by a semi-colon.
The following table lists the connection string attributes supported by Salesforce driver.
|
Attribute (Short Name) |
Default |
|
ApplicationUsingThreads (AUT) |
1 (Enabled) |
|
BulkLoadAsync (BLA) |
0 (unselected) |
|
BulkLoadBatchSize (BLBS) |
1024 |
|
BulkLoadConcurrencyMode (BLCM) |
1 (Parallel) |
|
BulkLoadFieldDelimiter (BLFD) |
None |
|
BulkLoadPollInterval (BLPI) |
10 |
|
BulkLoadRecordDelimiter (BLRD) |
None |
|
BulkLoadThreshold (BLTH) |
4000 |
|
BulkLoadTimeout (BLTO) |
0 |
|
ConfigOptions (CO) |
Empty string |
|
ConnectionReset (CR) |
0 (Disabled) |
|
CreateDB (CDB) |
2 (NotExist) |
|
DataSourceName (DSN) |
None |
|
Database
|
The file name prefix the driver uses to create or locate the set of files that define the embedded database per connection. |
|
EnableBulkLoad (EBL) |
0 (Disabled) |
|
FetchSize (FS) |
100 |
|
HostName (HOST)
|
Empty string (logs into the default Salesforce instance, login.salesforce.com. |
|
InitializationString (IS) |
Empty string |
|
JVMArgs (JVMA) |
-Xmx256m |
|
JVMClasspath (JVMC) |
install_dir\java\lib\sforce.jar |
|
LogConfigFile (LCF) |
Empty string |
|
LoginTimeout (LT) |
15 |
|
LogonDomain (LD) |
Empty string |
|
LogonID (UID) |
None |
|
MaxPoolSize (MXPS) |
100 |
|
MinPoolSize (MNPS) |
0 |
|
Pooling (POOL) |
0 (Disabled) |
|
ProxyHost (PXHN) |
Empty string |
|
ProxyPassword (PXPW) |
Empty string |
|
ProxyPort (PXPT) |
Empty string |
|
ProxyUser (PXUN) |
Empty string |
|
ReadOnly (RO) |
0 |
|
RefreshDirtyCache (RDC) |
1 (Enabled) |
|
ReportCodepageConversionErrors (RCCE) |
0 (Ignore Errors) |
|
SecurityToken (STK) |
Empty string |
|
ServerPortNumber (SPN) |
19928 |
|
SQLEngineMode (SEM) |
0 (Direct) |
|
StmtCallLimit (SCL) |
20 |
|
StmtCallLimitBehavior (SCLB) |
1 (ErrorAlways) |
|
TransactionMode (TM) |
0 (No Transactions) |
|
WSFetchSize (WSFS) |
0 |
|
WSRetryCount (WSRC) |
0 |
|
WSTimeout (WST) |
120 |
IMPORTANT: If you encounter the 'JNI error (-4): JNI_CreateJavaVM' error (as shown below):
while connecting to the Salesforce database in the 32-bit Panopticon Designer (Desktop), enter JVMA=Xmx128m into the Other Connection Options field.
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The easiest way to select a table and/or view to load is by choosing from a set of predefined tables and views. To do so, ensure that the Tables & Views radio button is selected. If you wish to manually construct a SQL query to pull and load data, ensure that the Query button is selected. Once either a table or view or a query has been selected, the OK button at the bottom of the dialog is enabled.
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Click Load Tables to load a list of predefined tables or views. This list can be filtered by entering an appropriate string in the Search Tables search box.
You can also add a duplicate column.
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Select a table to display the available columns in the Search Columns list. Once a table has been selected, the Query text box is updated to reveal the results of a SELECT * FROM TABLE query. Any other selection made updates the Query text box accordingly.
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Select the columns to add to your data table by checking their corresponding Output Column box.
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If you wish to parameterize a specific column, check the Parameterize checkbox and, in the dropdowns that display, select the desired value.
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If the data returned is to be aggregated, check the Aggregate checkbox. The following aggregation methods are possible:
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Text Columns: Group By
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Date Columns: Count, Min, Max, Group By
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Numeric Columns: Sum, Count, Min, Max, Group By
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Numeric Columns: Sum, Count, Min, Max, Group By.
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The time zone of input parameters and output data is, by default, unchanged. Changing the time zone is supported by using the Timezone list box based on the assumption that data are stored in UTC time and outputs are presented in the selected time zone.
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Click OK to confirm the selection and retrieve the record set into Panopticon Designer (Desktop).
The flat record set corresponding to the executed SQL is returned from the source database and displayed in Data Prep with the database name as the title and all fields listed displayed in Data Source Preview.
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If you wish to make changes to your fields, you may do so now and then click OK when you are finished. If you do not wish to make any changes to your data, simply select the OK button.