About the Salesforce collector
Use this collector to harvest metadata for Salesforce Objects and Fields, Reports, and Dashboards, and make it searchable and discoverable in data.world.
Important
The Salesforce collector can be run in the Cloud or on-premise using Docker or JAR files.
Note
The latest version of the Collector is 2.326. To view the release notes for this version and all previous versions, please go here.
What is cataloged
The collector catalogs the following information.
Object | Information cataloged |
|---|---|
Object | Name, Description, Custom Object (true or false), Mergeable Object (true or false), Queryable Object (true or false) |
Field | Name, Description, Field Type, Security Classification, Compliance Group, Inline Help Text, Length, Default Value, Formula (calculated fields), Allowed Values (picklist fields), Created Date, Created By, Last Modified Date, Last Modified By |
Summary field | Summarized object, Aggregation type, Aggregated field, Any filters on the summarization (filter field, filter operation, and filter value) |
Dashboard | Name, Type, External URL |
Report | Name, Type, Format |
Detail column | Name, Fully-Qualified Name |
Grouping column | Name, Fully-Qualified Name, Grouping level |
Aggregation column | Name, Formula |
Cataloging Databricks Governance Policies
Following additional information is catalogued when you run the collector with the Enable Governance Metadata Collection (--governance-metadata-collection) parameter.
Object | Information cataloged |
|---|---|
Row Filter Access Control | Name |
Column Mask Access Control | Name |
Attribute Based Access Control | Name, Description, Created by, Created at, Modified by, Modified at, On securable type, For securable type, To principals, Except principals |
Workspace bindings | Workspace ID, Binding type |
Privileges | Granted to, Granted by, Privilege type, Granted on object, Inherited from |
Relationships between objects
By default, the harvested metadata includes catalog pages for the following resource types. Each catalog page has a relationship to the other related resource types. If the metadata presentation for this data source has been customized with the help of the data.world Solutions team, you may see other resource pages and relationships.
Resource page | Relationship |
|---|---|
Object | Fields |
Field | Object |
Report | Detail Column, Grouping Column, Aggregate Column |
Grouping Column | Report |
Aggregation Column | Report |
Detail Column | Report |
Row Filter Access Control | Applies to table, Uses function, Using column, Contained within schema |
Column Mask Access Control | Applies to column, Uses function, Contained within schema |
Attribute Based Access Control | Applies to catalog, Schema and table, Defined on catalog, Schema and table, Uses function |
Catalog | Has workspace bindings, Has privileges |
Schema | Has privileges |
Table | Has privileges |
Storage credential | Has workspace bindings |
External Location | Has workspace bindings |
Lineage for Salesforce
The following lineage information is collected by the Salesforce collector.
Object | Lineage available |
|---|---|
Field | Report Column that uses data from the field |
Authentication supported
The collector supports OAuth authentication to Salesforce. Salesforce supports OAuth via connected applications.