Preparing to run the Salesforce collector
Setting up pre-requisites for running the collector
Make sure that the machine from where you are running the collector meets the following hardware and software requirements.
Item | Requirement |
|---|---|
Hardware (for on-premise runs only) | |
RAM | 8 GB |
CPU | 2 Ghz processor |
Software (for on-premise runs only) | |
Docker | Click here to get Docker. |
JDBC Driver | Appropriate driver for Salesforce. Please contact data.world Support team to get the driver. |
data.world specific objects (for both cloud and on-premise runs) | |
Dataset | You must have a ddw-catalogs (or other) dataset set up to hold your catalog files when you are done running the collector. If you are using Catalog Toolkit , follow these instructions to prepare the datasets for collectors. |
Network connection | |
Allowlist IPs and domains | |
Setting up access for cataloging Salesforce resources
Setting up user and security token in Salesforce
Set up a user that the collector will use to connect to Salesforce with.
Set up a security token. This is optional.
Setting up connected applications
Set up a connected application for OAuth. When setting up the connected application, ensure the following scopes are enabled:
Access Lightning applications
Manage user data via APIs
Perform requests at any time
Follow the Salesforce documentation to get the client credentials.
Ensure the user set up for running the collector has authorization to use APIs and the connected application.