Prerequisites
Prophecy connects to Salesforce using an API access token associated with your Salesforce account. Access to datasets and objects is controlled by the permissions granted to the account. Before setting up the connection, ensure your account has the necessary access to all relevant resources. For more details, visit Dataset Security and Object Permissions in the Salesforce documentation.Feature support
The table below outlines whether the connection supports certain Prophecy features.| Feature | Supported |
|---|---|
| Read data with a Source gem | Yes |
| Write data with a Target gem | Yes |
| Browse data in the Environment browser | Yes |
| Index tables in the Knowledge Graph | No |
Limitations
You cannot browse your Salesforce datasets and objects in the Environment browser. Therefore, you cannot drag and drop tables from the Salesforce connection onto your canvas. Instead, all Salesforce Source and Target gems must be manually configured.Connection parameters
To create a connection with Salesforce, enter the following parameters:| Parameter | Description |
|---|---|
| Connection Name | Unique name for the connection |
| Salesforce URL | The base URL for your Salesforce instance. Example: https://yourcompany.my.salesforce.com |
| Username (Secret required) | Your Salesforce username used for authentication |
| Password (Secret required) | Your Salesforce password used for authentication |
| Access Token (Secret required) | The Salesforce API access token associated with your account |
| Salesforce API Version | The version of the Salesforce API to use |
Data type mapping
When Prophecy processes data from Salesforce using SQL warehouses, it converts Salesforce-specific data types to formats compatible with your target warehouse. This table shows how Salesforce data types are transformed for Databricks and BigQuery.The data types listed in the first column are the underlying API Primitives and Field Types (such as double, reference, and textarea) used by Salesforce developers and integration tools. This mapping reflects the technical storage format of the data.They are not the user-facing field names you see in the Salesforce setup menu (such as “Number,” “Lookup Relationship,” or “Long Text Area”). You can find mappings between these technical types and the corresponding user-interface names in the official Salesforce documentation.
Primitive data types
| Salesforce data type | Databricks | BigQuery |
|---|---|---|
| string | STRING Alias: String | STRING Alias: String |
| boolean | BOOLEAN Alias: Boolean | BOOL Alias: Boolean |
| double | DOUBLE Alias: Double | FLOAT64 Alias: Float |
| double(p,s) | DECIMAL(p,s) Alias: Decimal | NUMERIC / BIGNUMERIC Alias: Numeric |
| date | DATE Alias: Date | DATE Alias: Date |
| dateTime | TIMESTAMP Alias: Timestamp | TIMESTAMP Alias: Timestamp |
| time | STRING Alias: String | TIME Alias: Time |
| base64 | BINARY Alias: Binary | BYTES Alias: Bytes |
Data types for fields
| Salesforce data type | Databricks | BigQuery |
|---|---|---|
| ID | STRING Alias: String | STRING Alias: String |
| STRING Alias: String | STRING Alias: String | |
| percent | DECIMAL Alias: Decimal | FLOAT64 Alias: Float |
| phone | STRING Alias: String | STRING Alias: String |
| currency | DECIMAL(16,2) Alias: Decimal | FLOAT64 Alias: Float |
| url | STRING Alias: String | STRING Alias: String |
| encryptedstring | STRING Alias: String | STRING Alias: String |
| picklist | STRING Alias: String | STRING Alias: String |
| multipicklist | ARRAY<STRING> Alias: Array | ARRAY<STRING> Alias: Array |
| reference | STRING Alias: String | STRING Alias: String |
| location | STRUCT Alias: Struct | STRUCT Alias: Struct |
| address | STRUCT Alias: Struct | STRUCT Alias: Struct |
| textarea | STRING Alias: String | STRING Alias: String |
| calculated | Depends on the Formula Data Type | Depends on the Formula Data Type |
Calculated fields
Calculated fields have distinct data types based on the formula data type you select in Salesforce.| Formula data type | Databricks | BigQuery |
|---|---|---|
| Text | STRING Alias: String | STRING Alias: String |
| Number | DOUBLE Alias: Double | FLOAT64 Alias: Float |
| Checkbox | BOOLEAN Alias: Boolean | BOOL Alias: Boolean |
| Date | DATE Alias: Date | DATE Alias: Date |
| Date/Time | TIMESTAMP Alias: Timestamp | TIMESTAMP Alias: Timestamp |