Dataphin:Create a Salesforce data source

Permissions

Only custom global roles with the Create Data Source permission and system roles such as super administrator, data source administrator, domain architect, and project administrator can create data sources.

Procedure

1. On the Dataphin homepage, click Management Center > Datasource Management in the top navigation bar.

2. On the Datasource page, click +Create Data Source.

3. On the Create Data Source page, select Salesforce in the Semi-structured Storage section.

   If you have recently used Salesforce, you can also select Salesforce in the Recently Used section. You can also enter Salesforce keywords in the search box to quickly search for it.

4. On the Create Salesforce Data Source page, configure the relevant connection parameters.

   1. Configure the basic information of the data source.

      Parameter	Description
      Datasource Name	The name must meet the following requirements: It can contain only Chinese characters, letters, digits, underscores (_), and hyphens (-). It cannot exceed 64 characters in length.
      Datasource Code	The unique identifier of the data source. After configuring the data source code, you can reference physical tables in the data source in FLINK_SQL tasks using the format data_source_code.table or data_source_code.schema.table. If you need to automatically access the data source in the corresponding environment based on the current environment, you can use the format ${data_source_code}.table or ${data_source_code}.schema.table. Important The data source code cannot be modified after it is configured successfully. After the data source code is configured successfully, you can preview data on the object details page in the asset directory and asset inventory. In Flink SQL, only MySQL, Hologres, MaxCompute, Oracle, StarRocks, Hive, and SelectDB data sources are currently supported.
      Data Source Description	A brief description of the data source. It cannot exceed 128 characters.
      Data Source Configuration	Select the data source to configure: If the business data source distinguishes between production and development data sources, select Production + Development Data Source. If the business data source does not distinguish between production and development data sources, select Production Data Source.
      Tag	You can categorize and tag data sources using tags. For information about how to create tags, see Manage data source tags.

   2. Configure the connection parameters between the data source and Dataphin.

      If you selected Production + Development Data Source for Data Source Configuration, you need to configure the connection information for both Production + Development Data Source. If you selected Production Data Source, you only need to configure the connection information for the Production Data Source.

      Note

      Typically, production and development data sources should be configured as separate data sources to achieve environment isolation and reduce the impact of development activities on production. However, Dataphin also supports configuring them as the same data source with identical parameter values.

      Parameter	Description
      Instance URL	The URL address for accessing the Salesforce instance.
      Client ID	The Salesforce client ID is a unique identifier associated with your Salesforce instance. Typically, you can obtain the client ID from the management console of your Salesforce instance.
      Client Secret	The Salesforce client secret is a key associated with your Salesforce instance, used to securely authenticate and authorize connections to Salesforce. Typically, you can obtain the client ID from the management console of your Salesforce instance.
      Username, Password	The username and password for accessing the Salesforce instance.

5. Select a Default Resource Group, which is used to run tasks related to the current data source, including database SQL, offline database migration, and data preview.

6. Click Test Connection or directly click OK to save and complete the creation of the Salesforce data source.

   When you click Test Connection, the system tests whether the data source can connect normally to Dataphin. If you directly click OK, the system automatically tests the connection for all selected clusters. However, even if all selected clusters fail to connect, the data source can still be created normally.