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tap-salesforce

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Singer tap that extracts data from a Salesforce Account and produces JSON-formatted data following the Singer spec.

This is a forked version of tap-salesforce (v1.4.24) that maintained by the Meltano team.

Main differences from the original version:

  • Support for username/password/security_token authentication
  • Support for concurrent execution (8 threads by default) when accessing different API endpoints to speed up the extraction process
  • Support for much faster discovery

Quickstart

Install the tap

This version of tap-salesforce is not available on PyPi, so you have to fetch it directly from the Meltano maintained project:

python3 -m venv venv
source venv/bin/activate
pip install git+https://github.com/MeltanoLabs/tap-salesforce.git

Create a Config file

Required

{
  "api_type": "BULK2",
  "select_fields_by_default": true,
}

Required for OAuth based authentication

{
  "client_id": "secret_client_id",
  "client_secret": "secret_client_secret",
  "refresh_token": "abc123",
}

Required for username/password based authentication

{
  "username": "Account Email",
  "password": "Account Password",
  "security_token": "Security Token",
}

Optional

{
  "start_date": "2017-11-02T00:00:00Z",
  "state_message_threshold": 1000,
  "max_workers": 8,
  "streams_to_discover": ["Lead", "LeadHistory"]
}

The client_id and client_secret keys are your OAuth Salesforce App secrets. The refresh_token is a secret created during the OAuth flow. For more info on the Salesforce OAuth flow, visit the Salesforce documentation.

The start_date is used by the tap as a bound on SOQL queries when searching for records. This should be an RFC3339 formatted date-time, like "2018-01-08T00:00:00Z". For more details, see the Singer best practices for dates.

The api_type is used to switch the behavior of the tap between using Salesforce's "REST", "BULK" and "BULK 2.0" APIs. When new fields are discovered in Salesforce objects, the select_fields_by_default key describes whether or not the tap will select those fields by default.

The state_message_threshold is used to throttle how often STATE messages are generated when the tap is using the "REST" API. This is a balance between not slowing down execution due to too many STATE messages produced and how many records must be fetched again if a tap fails unexpectedly. Defaults to 1000 (generate a STATE message every 1000 records).

The max_workers value is used to set the maximum number of threads used in order to concurrently extract data for streams. Defaults to 8 (extract data for 8 streams in paralel).

The streams_to_discover value may contain a list of Salesforce streams (each ending up in a target table) for which the discovery is handled. By default, discovery is handled for all existing streams, which can take several minutes. With just several entities which users typically need it is running few seconds. The disadvantage is that you have to keep this list in sync with the select section, where you specify all properties(each ending up in a table column).

Run Discovery

To run discovery mode, execute the tap with the config file.

tap-salesforce --config config.json --discover > properties.json

Sync Data

To sync data, select fields in the properties.json output and run the tap.

tap-salesforce --config config.json --properties properties.json [--state state.json]

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