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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.

Table 1.

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.



Setting users and permissions in Salesforce

  1. Set up a user that the collector will use to connect to Salesforce with.

  2. Set up a security token.

  3. Browse to the User profile linked with the user that the collector will use for Salesforce connection. Navigate to Administrative Permissions, and ensure that API Enabled is checked.

  4. Under both Standard object and Standard Object and Custom Object sections, ensure that Read access is checked for all objects.