Salesforce Bulk API Source Connector for Confluent Cloud

The fully-managed Salesforce Bulk API Source connector for Confluent Cloud integrates Salesforce.com with Apache Kafka®. This connector pulls records and captures changes from Salesforce.com using the Salesforce Bulk Query API.

Note

Features

The Salesforce Bulk API Source connector provides the following features:

  • At least once delivery: The connector guarantees that records are delivered at least once to the Kafka topic. If the connector restarts, there could be duplicate records in the Kafka topic.
  • Supported data formats: The connector supports Avro, JSON Schema, Protobuf, or JSON (schemaless) output data. Schema Registry must be enabled to use a Schema Registry-based format (for example, Avro, JSON_SR (JSON Schema), or Protobuf). See Schema Registry Enabled Environments for additional information.
  • Tasks per connector: Organizations can run multiple connectors with a limit of one task per connector (that is, "tasks.max": "1").
  • Supported SObjects: See the following lists for supported and unsupported Salesforce objects. See Confluent Cloud connector limitations for additional information.

The following Salesforce objects are supported by this connector:

  • Account
  • Campaign
  • CampaignMember
  • Case
  • Contact
  • Contract
  • Event
  • Group
  • Lead
  • Opportunity
  • OpportunityContactRole
  • OpportunityLineItem
  • Period
  • PricebookEntry
  • Product2
  • Task
  • TaskFeed
  • TaskRelation
  • User
  • UserRole

For more information and examples to use with the Confluent Cloud API for Connect, see the Confluent Cloud API for Connect Usage Examples section.

Limitations

Be sure to review the following information.

Quick Start

Use this quick start to get up and running with the Salesforce Bulk API Source connector. The quick start provides the basics of selecting the connector and configuring it to capture records and record changes from Salesforce.

Prerequisites
  • Kafka cluster credentials. The following lists the different ways you can provide credentials.
    • Enter an existing service account resource ID.
    • Create a Confluent Cloud service account for the connector. Make sure to review the ACL entries required in the service account documentation. Some connectors have specific ACL requirements.
    • Create a Confluent Cloud API key and secret. To create a key and secret, you can use confluent api-key create or you can autogenerate the API key and secret directly in the Cloud Console when setting up the connector.

Using the Confluent Cloud Console

Step 1: Launch your Confluent Cloud cluster

To create and launch a Kafka cluster in Confluent Cloud, see Create a kafka cluster in Confluent Cloud.

Step 2: Add a connector

In the left navigation menu, click Connectors. If you already have connectors in your cluster, click + Add connector.

Step 3: Select your connector

Click the Salesforce Bulk API Source connector card.

Salesforce Bulk API Source Connector Card

Important

At least one topic must exist in your Confluent Cloud cluster before creating the connector.

Step 4: Enter the connector details

Note

  • Make sure you have all your prerequisites completed.
  • An asterisk ( * ) designates a required entry.

At the Add Salesforce Bulk API Source Connector screen, complete the following:

Select the topic you want to send data to from the Topics list. To create a new topic, click +Add new topic.

Step 5: Check the Kafka topic

After the connector is running, verify that messages are populating your Kafka topic.

For more information and examples to use with the Confluent Cloud API for Connect, see the Confluent Cloud API for Connect Usage Examples section.

Using the Confluent CLI

Complete the following steps to set up and run the connector using the Confluent CLI.

Important

  • Make sure you have all your prerequisites completed.
  • At least one topic must exist in your Confluent Cloud cluster before creating the connector.

Step 1: List the available connectors

Enter the following command to list available connectors:

confluent connect plugin list

Step 2: List the connector configuration properties

Enter the following command to show the connector configuration properties:

confluent connect plugin describe <connector-plugin-name>

The command output shows the required and optional configuration properties.

Step 3: Create the connector configuration file

Create a JSON file that contains the connector configuration properties. The following example shows the required connector properties.

{
  "connector.class": "SalesforceBulkApiSource,
  "name": "SalesforceBulkApiSource_0",
  "kafka.auth.mode": "KAFKA_API_KEY",
  "kafka.api.key": "<my-kafka-api-key>",
  "kafka.api.secret": "<my-kafka-api-secret>",
  "kafka.topic": "TestBulkAPI",
  "salesforce.username": "<my-username>",
  "salesforce.password": "**************",
  "salesforce.password.token": "************************",
  "salesforce.object": "<SObject-name>","
  "output.data.format": "JSON",
  "tasks.max": "1"
}

Note the following property definitions:

  • "connector.class": Identifies the connector plugin name.
  • "name": Sets a name for your new connector.

  • "kafka.auth.mode": Identifies the connector authentication mode you want to use. There are two options: SERVICE_ACCOUNT or KAFKA_API_KEY (the default). To use an API key and secret, specify the configuration properties kafka.api.key and kafka.api.secret, as shown in the example configuration (above). To use a service account, specify the Resource ID in the property kafka.service.account.id=<service-account-resource-ID>. To list the available service account resource IDs, use the following command:

    confluent iam service-account list

    For example:

    confluent iam service-account list

   Id     | Resource ID |       Name        |    Description
+---------+-------------+-------------------+-------------------
   123456 | sa-l1r23m   | sa-1              | Service account 1
   789101 | sa-l4d56p   | sa-2              | Service account 2

  • ""kafka.topic": Enter a Kafka topic name. A topic must exist before launching the connector.

  • ""salesforce.<...>"": Enter the required Salesforce connection details.

  • ""salesforce.object"": The SObject that the connector polls for new and changed records.

  • "output.data.format": Sets the output Kafka record value format (data coming from the connector). Valid entries are AVRO, JSON_SR, PROTOBUF, or JSON. You must have Confluent Cloud Schema Registry configured if using a schema-based message format (for example, Avro, JSON_SR (JSON Schema), or Protobuf).

  • "tasks.max": Enter the number of tasks in use by the connector. Organizations can run multiple connectors with a limit of one task per connector (that is, "tasks.max": "1").

Single Message Transforms: See the Single Message Transforms (SMT) documentation for details about adding SMTs using the CLI.

See Configuration Properties for all property values and descriptions.

Step 4: Load the properties file and create the connector

Enter the following command to load the configuration and start the connector:

confluent connect cluster create --config-file <file-name>.json

For example:

confluent connect cluster create --config-file salesforce-bulk-api-source.json

Example output:

Created connector SalesforceBulkApiSource_0 lcc-aj3qr

Step 5: Check the connector status

Enter the following command to check the connector status:

confluent connect cluster list

Example output:

ID          |            Name              | Status  |  Type
+-----------+------------------------------+---------+-------+
lcc-aj3qr   | SalesforceBulkApiSource_0    | RUNNING | source

Step 6: Check the Kafka topic.

After the connector is running, verify that messages are populating your Kafka topic.

For more information and examples to use with the Confluent Cloud API for Connect, see the Confluent Cloud API for Connect Usage Examples section.

Configuration Properties

Use the following configuration properties with the fully-managed connector. For self-managed connector property definitions and other details, see the connector docs in Self-managed connectors for Confluent Platform.

How should we connect to your data?

name

Sets a name for your connector.

  • Type: string
  • Valid Values: A string at most 64 characters long
  • Importance: high

Kafka Cluster credentials

kafka.auth.mode

Kafka Authentication mode. It can be one of KAFKA_API_KEY or SERVICE_ACCOUNT. It defaults to KAFKA_API_KEY mode.

  • Type: string
  • Default: KAFKA_API_KEY
  • Valid Values: KAFKA_API_KEY, SERVICE_ACCOUNT
  • Importance: high
kafka.api.key

Kafka API Key. Required when kafka.auth.mode==KAFKA_API_KEY.

  • Type: password
  • Importance: high
kafka.service.account.id

The Service Account that will be used to generate the API keys to communicate with Kafka Cluster.

  • Type: string
  • Importance: high
kafka.api.secret

Secret associated with Kafka API key. Required when kafka.auth.mode==KAFKA_API_KEY.

  • Type: password
  • Importance: high

Which topic do you want to send data to?

kafka.topic

Identifies the topic name to write the data to.

  • Type: string
  • Importance: high

Schema Config

schema.context.name

Add a schema context name. A schema context represents an independent scope in Schema Registry. It is a separate sub-schema tied to topics in different Kafka clusters that share the same Schema Registry instance. If not used, the connector uses the default schema configured for Schema Registry in your Confluent Cloud environment.

  • Type: string
  • Default: default
  • Importance: medium

How should we connect to Salesforce?

salesforce.instance

The URL of the Salesforce endpoint to use. The default is https://login.salesforce.com. This directs the connector to use the endpoint specified in the authentication response.

salesforce.username

The Salesforce username the connector should use.

  • Type: string
  • Importance: high
salesforce.password

The Salesforce password the connector should use.

  • Type: password
  • Importance: high
salesforce.password.token

The Salesforce security token associated with the username.

  • Type: password
  • Importance: high
salesforce.object

The Salesforce object to create topic for.

  • Type: string
  • Importance: high
poll.interval.ms

How often to query Salesforce for new records.

  • Type: int
  • Default: 30000 (30 seconds)
  • Valid Values: [8700,…,300000]
  • Importance: medium
salesforce.since

CreatedDate after which the records should be pulled. Note that the time is in UTC and has required format: yyyy-MM-dd.

  • Type: string
  • Importance: medium
batch.enable

Enable batching by applying PK-chunking. The default value is TRUE.

  • Type: boolean
  • Default: true
  • Importance: low

Connection details

request.max.retries.time.ms

In case of error when making a request to Salesforce, the connector will retry until this time (in ms) elapses. The default value is 30000 (30 seconds). Minimum value is 1 sec

  • Type: long
  • Default: 30000 (30 seconds)
  • Valid Values: [1000,…,250000]
  • Importance: low

Output messages

output.data.format

Sets the output Kafka record value format. Valid entries are AVRO, JSON_SR, PROTOBUF, or JSON. Note that you need to have Confluent Cloud Schema Registry configured if using a schema-based message format like AVRO, JSON_SR, and PROTOBUF

  • Type: string
  • Default: JSON
  • Importance: high

Number of tasks for this connector

tasks.max

Maximum number of tasks for the connector.

  • Type: int
  • Valid Values: [1,…]
  • Importance: high

Additional Configs

header.converter

The converter class for the headers. This is used to serialize and deserialize the headers of the messages.

  • Type: string
  • Importance: low
producer.override.compression.type

The compression type for all data generated by the producer. Valid values are none, gzip, snappy, lz4, and zstd.

  • Type: string
  • Importance: low
producer.override.linger.ms

The producer groups together any records that arrive in between request transmissions into a single batched request. More details can be found in the documentation: https://docs.confluent.io/platform/current/installation/configuration/producer-configs.html#linger-ms.

  • Type: long
  • Valid Values: [100,…,1000]
  • Importance: low
value.converter.allow.optional.map.keys

Allow optional string map key when converting from Connect Schema to Avro Schema. Applicable for Avro Converters.

  • Type: boolean
  • Importance: low
value.converter.auto.register.schemas

Specify if the Serializer should attempt to register the Schema.

  • Type: boolean
  • Importance: low
value.converter.connect.meta.data

Allow the Connect converter to add its metadata to the output schema. Applicable for Avro Converters.

  • Type: boolean
  • Importance: low
value.converter.enhanced.avro.schema.support

Enable enhanced schema support to preserve package information and Enums. Applicable for Avro Converters.

  • Type: boolean
  • Importance: low
value.converter.enhanced.protobuf.schema.support

Enable enhanced schema support to preserve package information. Applicable for Protobuf Converters.

  • Type: boolean
  • Importance: low
value.converter.flatten.unions

Whether to flatten unions (oneofs). Applicable for Protobuf Converters.

  • Type: boolean
  • Importance: low
value.converter.generate.index.for.unions

Whether to generate an index suffix for unions. Applicable for Protobuf Converters.

  • Type: boolean
  • Importance: low
value.converter.generate.struct.for.nulls

Whether to generate a struct variable for null values. Applicable for Protobuf Converters.

  • Type: boolean
  • Importance: low
value.converter.int.for.enums

Whether to represent enums as integers. Applicable for Protobuf Converters.

  • Type: boolean
  • Importance: low
value.converter.latest.compatibility.strict

Verify latest subject version is backward compatible when use.latest.version is true.

  • Type: boolean
  • Importance: low
value.converter.object.additional.properties

Whether to allow additional properties for object schemas. Applicable for JSON_SR Converters.

  • Type: boolean
  • Importance: low
value.converter.optional.for.nullables

Whether nullable fields should be specified with an optional label. Applicable for Protobuf Converters.

  • Type: boolean
  • Importance: low
value.converter.optional.for.proto2

Whether proto2 optionals are supported. Applicable for Protobuf Converters.

  • Type: boolean
  • Importance: low
value.converter.scrub.invalid.names

Whether to scrub invalid names by replacing invalid characters with valid characters. Applicable for Avro and Protobuf Converters.

  • Type: boolean
  • Importance: low
value.converter.use.latest.version

Use latest version of schema in subject for serialization when auto.register.schemas is false.

  • Type: boolean
  • Importance: low
value.converter.use.optional.for.nonrequired

Whether to set non-required properties to be optional. Applicable for JSON_SR Converters.

  • Type: boolean
  • Importance: low
value.converter.wrapper.for.nullables

Whether nullable fields should use primitive wrapper messages. Applicable for Protobuf Converters.

  • Type: boolean
  • Importance: low
value.converter.wrapper.for.raw.primitives

Whether a wrapper message should be interpreted as a raw primitive at root level. Applicable for Protobuf Converters.

  • Type: boolean
  • Importance: low
errors.tolerance

Use this property if you would like to configure the connector’s error handling behavior. WARNING: This property should be used with CAUTION for SOURCE CONNECTORS as it may lead to dataloss. If you set this property to ‘all’, the connector will not fail on errant records, but will instead log them (and send to DLQ for Sink Connectors) and continue processing. If you set this property to ‘none’, the connector task will fail on errant records.

  • Type: string
  • Default: none
  • Importance: low
key.converter.key.subject.name.strategy

How to construct the subject name for key schema registration.

  • Type: string
  • Default: TopicNameStrategy
  • Importance: low
value.converter.decimal.format

Specify the JSON/JSON_SR serialization format for Connect DECIMAL logical type values with two allowed literals:

BASE64 to serialize DECIMAL logical types as base64 encoded binary data and

NUMERIC to serialize Connect DECIMAL logical type values in JSON/JSON_SR as a number representing the decimal value.

  • Type: string
  • Default: BASE64
  • Importance: low
value.converter.flatten.singleton.unions

Whether to flatten singleton unions. Applicable for Avro and JSON_SR Converters.

  • Type: boolean
  • Default: false
  • Importance: low
value.converter.ignore.default.for.nullables

When set to true, this property ensures that the corresponding record in Kafka is NULL, instead of showing the default column value. Applicable for AVRO,PROTOBUF and JSON_SR Converters.

  • Type: boolean
  • Default: false
  • Importance: low
value.converter.reference.subject.name.strategy

Set the subject reference name strategy for value. Valid entries are DefaultReferenceSubjectNameStrategy or QualifiedReferenceSubjectNameStrategy. Note that the subject reference name strategy can be selected only for PROTOBUF format with the default strategy being DefaultReferenceSubjectNameStrategy.

  • Type: string
  • Default: DefaultReferenceSubjectNameStrategy
  • Importance: low
value.converter.replace.null.with.default

Whether to replace fields that have a default value and that are null to the default value. When set to true, the default value is used, otherwise null is used. Applicable for JSON Converter.

  • Type: boolean
  • Default: true
  • Importance: low
value.converter.schemas.enable

Include schemas within each of the serialized values. Input messages must contain schema and payload fields and may not contain additional fields. For plain JSON data, set this to false. Applicable for JSON Converter.

  • Type: boolean
  • Default: false
  • Importance: low
value.converter.value.subject.name.strategy

Determines how to construct the subject name under which the value schema is registered with Schema Registry.

  • Type: string
  • Default: TopicNameStrategy
  • Importance: low

Auto-restart policy

auto.restart.on.user.error

Enable connector to automatically restart on user-actionable errors.

  • Type: boolean
  • Default: true
  • Importance: medium

Next Steps

For an example that shows fully-managed Confluent Cloud connectors in action with Confluent Cloud for Apache Flink, see the Cloud ETL Demo. This example also shows how to use Confluent CLI to manage your resources in Confluent Cloud.

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