The Data Prep (Paxata) documentation is now available on the DataRobot public documentation site. See the Data Prep section for user documentation and connector information. After the 2021.2 SP1 release, the content on this site will be removed and replaced with a link to the DataRobot public documentation site.
*Note: This document covers all configuration fields available during Connector setup. Some fields may have already been filled out by your Admin at an earlier step of configuration and may not be visible to you. For more information on Paxata’s Connector Framework, please see here.
Also: Your Admin may have named this Connector something else in the list of Data Sources.
This connector allows you to connect to a Salesforce org as an import source. The following fields are used to define the connection parameters.
NOTE: Using Salesforce Lightning Edition is not a prerequisite for using this Connector. The Connector will work with any Salesforce org that supports the REST API v40.0 or later.
Name: Name of the data source as it will appear to users in the UI.
Description: Description of the data source as it will appear to users in the UI.
Something to consider: You may connect Paxata to multiple Salesforce orgs (Sandbox, Dev, UAT, etc) and having a descriptive name can be a big help to users in identifying the appropriate data source. If you are a Paxata SaaS customer, please inform Paxata DevOps of how you would like this set.
If you connect to Salesforce through a proxy server, these fields define the proxy details.
Web Proxy: If a web proxy server is required, the following fields are required to enable a proxied connection.
Proxy host: The host name or IP address of the web proxy server.
Proxy port: The port on the proxy server for Data Source.
Proxy username: The username for the proxy server.
Proxy password: The password for the proxy server. *Leave username & password blank for an unauthenticated proxy connection.
The user authentication can be done through a Shared Account or an Individual Account. If you choose to authenticate with an individual account, the user will be prompted to enter credentials to access this Data Source. If you choose to authenticate with a shared account, the following fields are required.
Salesforce URL: The URL for Salesforce. By default, https://login.salesforce.com is the Salesforce URL, but many organizations access Salesforce at custom domains.
Session Security: The session security options to use when connecting to Salesforce. Select 'API Security Token' if Salesforce is not configured to use Trusted IP Ranges. If 'Trusted IP Ranges' is selected, an API Security Token value will not be required.
User: The username for a shared account used to authenticate with Salesforce.
Password: The password for a shared account used to authenticate with Salesforce.
API Security Token: A user-specific Salesforce API security token that allows API-based access. This token is typically emailed to the Salesforce user each time the password is changed. It is not required if 'Trusted IP Ranges' is selected under Session Security.
OAuth App Fields To set up Paxata as an OAuth App in your Salesforce org, please follow the steps below in the Configuring Salesforce section below. Once you’ve completed these steps, you will be able to find the values required.
Consumer Key: A value used by the Paxata Salesforce Lightning connector to identify itself to Salesforce. In OAuth 2.0 the value is referred to as the client_id.
Consumer Secret: A secret used by the Paxata Salesforce Lightning connector to establish ownership of the Consumer Key. In OAuth 2.0 the value is referred to as client_secret.
Salesforce Lightning Connector leverages the Salesforce REST API and OAuth. This step must be completed by a Salesforce Admin.
In order to establish connectivity:
A Salesforce Administrator must create a "Connected App" in Salesforce.
A Salesforce Administrator must obtain OAuth credentials for the "Connected App" to identify the client (Paxata Connector) that is accessing Salesforce.
Each individual user must authenticate.
Create a "Connected App" in Salesforce
Please use the Salesforce documentation linked immediately below for background on Connected Apps and navigation inside Salesforce. Use the guide below for how to configure the specified fields.
When importing data from Salesforce, Paxata will handle column data types differently when browsing vs. querying:
Browse and Import:
Column data types are identified using Salesforce object metadata and mapped to Paxata's internal types.
SOQL query import:
Salesforce SOQL results do not return the specific datatypes for columns and Paxata does not parse queries or query results to determine column data types. As a result, all query results are interpreted as Text.
When importing Salesforce Opportunity SObject row with "CloseDate" column containing "2013-11-13", CloseDate would be imported as: