Salesforce Bulk Query authentication guide

This is a step-by-step guide to acquiring credentials and authorizing the Salesforce Bulk Query component for use in Matillion ETL.

The Salesforce Bulk Query connector uses an OAuth for third-party authentication.

While connector properties may differ between cloud data warehouses, the authentication process remains the same.

This guide covers both methods of using Salesforce: Salesforce Lightning and Salesforce Classic.

Note

• The callback URL, and therefore the Matillion ETL instance, must be HTTPS, not HTTP.
• It is recommended that the callback URL be a fully qualified domain name (FQDN) and not an IP address.

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Acquiring third-party credentials in Salesforce Lightning

1. Navigate to the Salesforce website, then mouseover Login in the top-right of the screen and select Salesforce. The browser will then redirect to a login screen. Enter valid login credentials to continue.
2. After you have logged into the Salesforce dashboard, click the ⚙ → Setup, located in the top-right.
3. On the next screen, click Apps → App Manager on the sidebar on the left. Then, click New Connected App on the top-right of the Lightning Experience App Manager dialog.
4. A New Connected App configuration dialog will open. Provide details for the following fields:
   • Connected App Name: provide a name for the app.
   • API Name: provide a filename for the app (alternatively, use the name automatically generated from the Connected App Name).
   • Contact Email: provide an email address to be used as a point of contact for the app.

5. Scroll down to the API (Enable OAuth Settings) section and tick the checkbox next to Enable OAuth Settings. This will reveal a new section. Provide details for the following fields:

   • Callback URL: paste the callback (copied from the Manage OAuth dialog in Matillion ETL earlier).
   • Selected OAuth Scopes: select Access and manage your data (api), Perform requests on your behalf at any time (refresh_token, offline_access), and Provide access to your data via the Web (web), and click ►, then click Save.

   Note

   The Require Proof Key for Code Exchange (PKCE) Extension for Supported Authorization Flows setting is enabled by default. You will need to disable this setting to prevent any issues occurring when completing the OAuth configuration for your Matillion ETL instance.

6. If the app is created successfully, the browser will redirect to the newly created app's information page. Then, in the API (Enable OAuth Settings) section, copy the strings next to Consumer Key and Consumer Secret as they will be required to authorize in Matillion ETL.

   Note

   • To view and copy the Consumer Secret, click Click to reveal.
   • When copying these strings, some browsers may add a space to the end of the strings. Watch out for this as it will cause the credentials to fail.

7. Now return to the Manage OAuth dialog in Matillion ETL to complete the OAuth configuration.

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Acquiring third-party credentials in Salesforce Classic

1. Navigate to the Salesforce website, then mouseover Login in the top-right of the screen and select Salesforce. The browser will then redirect to a login screen. Enter valid login credentials to continue.
2. After you have logged in to the Salesforce dashboard, click Setup located in the top-right.
3. On the next page, scroll down to the Quick Links section and click Manage Apps.
4. Then, in the Apps window, scroll down to the Connected Apps section and click New above the app list.
5. A New Connected App configuration dialog will open. Provide details for the following fields:
   • Connected App Name: provide a name for the app.
   • API Name: provide a filename for the app (alternatively, use the name automatically generated from the Connected App Name).
   • Contact Email: provide an email address to be used as a point of contact for the app.

6. Scroll down to the API (Enable OAuth Settings) section and tick the checkbox next to Enable OAuth Settings. This will reveal a new section. Provide details for the following fields:

   • Callback URL: paste the callback (copied from the Manage OAuth dialog in Matillion ETL earlier).
   • Selected OAuth Scopes: select Access and manage your data (api), Perform requests on your behalf at any time (refresh_token, offline_access), and Provide access to your data via the Web (web), and click ►, then click Save.

   Note

   The Require Proof Key for Code Exchange (PKCE) Extension for Supported Authorization Flows setting is enabled by default. You will need to disable this setting to prevent any issues occurring when completing the OAuth configuration for your Matillion ETL instance.

7. If the app is created successfully, a message will appear stating, "Allow from 2-10 minutes for your changes to take effect on the server before using the connected app". Thereafter, click Continue to be redirected to the newly created app's information window.

8. In the API (Enable OAuth Settings) section, copy the strings next to Consumer Key and Consumer Secret as they will be required to authorize in Matillion ETL

   Note

   • Allow 2-10 minutes before using these credentials in Matillion ETL.
   • To view and copy the Consumer Secret, click Click to reveal.
   • When copying these strings, some browsers may add a space to the end of the string. Watch out for this, as it will cause the credentials to fail.

9. Now return to the Manage OAuth dialog in Matillion ETL to complete the OAuth configuration.