Salesforce Bulk API 2.0 Source Connector for Confluent Cloud¶
Note
This is a Quick Start for the managed cloud connector that uses Salesforce Bulk API 2.0. If you are installing the managed cloud connector that supports the original Salesforce Bulk Query API, see Salesforce Bulk API Source Connector for Confluent Cloud.
The Salesforce Bulk API 2.0 Source connector for Confluent Cloud integrates Salesforce.com with Apache Kafka®. This connector pulls records and captures changes from Salesforce.com using Salesforce Bulk API 2.0.
Features¶
The Salesforce Bulk API 2.0 Source connector provides the following features:
- API 2.0: Supports Salesforce Bulk API 2.0.
- 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"
).
For more information and examples to use with the Confluent Cloud API for Connect, see the Confluent Cloud API for Connect section.
Limitations¶
Be sure to review the following information.
- For connector limitations, see Salesforce Bulk API 2.0 Source Connector limitations.
- If you plan to use one or more Single Message Transforms (SMTs), see SMT Limitations.
- If you plan to use Confluent Cloud Schema Registry, see Schema Registry Enabled Environments.
Quick Start¶
Use this quick start to get up and running with the Salesforce Bulk API 2.0 Source connector. The quick start provides the basics of selecting the connector and configuring it to capture records and record changes from Salesforce.
- Prerequisites
- Authorized access to a Confluent Cloud cluster on Amazon Web Services (AWS), Microsoft Azure (Azure), or Google Cloud Platform (GCP).
- Salesforce account credentials.
- The Confluent CLI installed and configured for the cluster. See Install the Confluent CLI.
- 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.
- At least one topic must exist in your Confluent Cloud cluster before creating the connector.
- For networking considerations, see Networking, DNS, and service endpoints. To use egress static IP addresses, see Egress Static IP Addresses for Confluent Cloud Connectors.
- 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.¶
See the Quick Start for Confluent Cloud for installation instructions.
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 2.0 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 2.0 Source Connector screen, complete the following:
- Select the way you want to provide Kafka Cluster credentials. You can
choose one of the following options:
- Global Access: Allows your connector to access everything you have access to. With global access, connector access will be linked to your account. This option is not recommended for production.
- Granular access: Limits the access for your connector. You will be able to manage connector access through a service account. This option is recommended for production.
- Use an existing API key: Allows you to enter an API key and secret part you have stored. You can enter an API key and secret (or generate these in the Cloud Console).
- Click Continue.
Add the Salesforce connection and authentication details:
Salesforce grant type: Sets the authentication grant type to
PASSWORD
orJWT_BEARER
(Salesforce JSON Web Token (JWT)). Defaults toPASSWORD
.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.
Note
The following properties are used based on the Salesforce grant type you choose.
JWT_BEARER
: Requires username, consumer key, JWT keystore file, and JWT keystore password.PASSWORD
: Requires username, password, password token, consumer key, and consumer secret.
Salesforce username: The Salesforce username for the connector to use.
Salesforce password: The Salesforce password for the connector to use.
Salesforce password token: The Salesforce security token associated with the username.
Salesforce consumer key: The consumer key for the OAuth application.
Salesforce consumer secret: The consumer secret for the OAuth application.
Salesforce JWT keystore file: If using the grant type
JWT_BEARER
, upload the JWT keystore file.Salesforce JWT keystore password: Enter the password used to access the JWT keystore file.
Click Continue.
Add the following details:
- Select the output record value format (data going to the Kafka topic): AVRO, JSON, JSON_SR (JSON Schema), or PROTOBUF. Schema Registry must be enabled to use a Schema Registry-based format (for example, Avro, JSON Schema, or Protobuf). For additional information, see Schema Registry Enabled Environments.
- Salesforce Object: The Salesforce object to create a topic for.
- Salesforce since:
CreatedDate
after which the records should be pulled. The time is in UTC and has the required format:yyyy-MM-dd
.
Show advanced configurations
Poll interval (ms)t: How often to query Salesforce for new records.
Max records per result set: The maximum number of records the connector retrieves in a set of results for a Bulk API 2.0 query. The default value is set to the maximum value of
1000
records in a result set.Max Retry Time in Milliseconds: In case of error when making a request to Salesforce, the connector will retry until this time (in milliseconds) elapses.
Transforms and Predicates: For details, see the Single Message Transforms (SMT) documentation.
For all property values and definitions, see Configuration Properties.
Click Continue.
This connector supports running a single task per connector instance.
Click Continue.
Verify the connection details by previewing the running configuration.
After you’ve validated that the properties are configured to your satisfaction, click Launch.
The status for the connector should go from Provisioning to Running.
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 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-catalog-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": "SalesforceBulkApiV2Source,
"name": "SalesforceBulkApiV2Source_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.grant.type": "PASSWORD",
"salesforce.username": "<my-username>",
"salesforce.password": "**************",
"salesforce.password.token": "************************",
"salesforce.consumer.key": "**************",
"salesforce.consumer.secret": "************************",
"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
orKAFKA_API_KEY
(the default). To use an API key and secret, specify the configuration propertieskafka.api.key
andkafka.api.secret
, as shown in the example configuration (above). To use a service account, specify the Resource ID in the propertykafka.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.grant.type"
: Sets the authentication grant type toPASSWORD
(username+password) orJWT_BEARER
(Salesforce JSON Web Token (JWT)). Defaults toPASSWORD
.Note
The following properties are used based on the
salesforce.grant.type
you choose.JWT_BEARER
: Requires username, consumer key, JWT keystore file, and JWT keystore password.PASSWORD
: Requires username, password, password token, consumer key, and consumer secret.
"salesforce.username"
: The Salesforce username for the connector to use."salesforce.password"
: The Salesforce username password."salesforce.password.token"
: The Salesforce security token associated with the username."salesforce.consumer.key"
: The consumer key for the OAuth application."salesforce.consumer.secret"
: The consumer secret for the OAuth application."salesforce.jwt.keystore.file"
: Salesforce JWT keystore file. The JWT keystore file is a binary file and you supply the contents of the file in the property encoded in Base64. To use thesalesforce.jwt.keystore.file
property, encode the keystore contents in Base64, take the encoded string, add thedata:text/plain:base64
prefix, and then use the entire string as the property entry. For example:"salesforce.jwt.keystore.file" : "data:text/plain;base64,/u3+7QAAAAIAAAACAAAAGY2xpZ...==", "salesforce.jwt.keystore.password" : "<password>",
"salesforce.jwt.keystore.password"
: Enter the password used to access the JWT keystore file.""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-v2-source.json
Example output:
Created connector SalesforceBulkApiV2Source_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 | SalesforceBulkApiV2Source_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 section.
Configuration Properties¶
Use the following configuration properties with this connector.
Note
These are properties for the managed cloud connector that uses Salesforce Bulk API 2.0. If you are installing the managed cloud connector that supports the original Salesforce Bulk Query API, see Salesforce Bulk API Source Connector for Confluent Cloud.
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
How should we connect to Salesforce?¶
salesforce.grant.type
Salesforce grant type. Valid options are ‘PASSWORD’ and ‘JWT_BEARER’.
- Type: string
- Default: PASSWORD
- Importance: high
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.
- Type: string
- Default: https://login.salesforce.com
- Importance: high
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.consumer.key
The consumer key for the OAuth application.
- Type: password
- Importance: high
salesforce.consumer.secret
The consumer secret for the OAuth application.
- Type: password
- Importance: medium
salesforce.jwt.keystore.file
Salesforce JWT keystore file which contains the private key.
- Type: password
- Default: [hidden]
- Importance: medium
salesforce.jwt.keystore.password
Password used to access JWT keystore file.
- Type: password
- Importance: medium
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
result.max.rows
The maximum number of records to retrieve per set of results for the Bulk API 2.0 query. The default/max value is set to 1000
- Type: int
- Default: 1000
- Valid Values: [1,…,1000]
- Importance: medium
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
- Importance: high
Number of tasks for this connector¶
tasks.max
Maximum number of tasks for the connector.
- Type: int
- Valid Values: [1,…]
- Importance: high
Next Steps¶
For an example that shows fully-managed Confluent Cloud connectors in action with Confluent Cloud ksqlDB, see the Cloud ETL Demo. This example also shows how to use Confluent CLI to manage your resources in Confluent Cloud.