Salesforce Data Cloud setup

Disclaimer

This adapter is in the Alpha product stage and is not production-ready. It should only be used in sandbox or test environments.

As we continue to develop and take in your feedback, the experience is subject to change — commands, configuration, and workflows may be updated or removed in future releases.

This dbt-salesforce adapter is available via CLI in the dbt Fusion Engine. To access the adapter, install dbt Fusion. We recommend using the VS Code Extension as the development interface. dbt platform support coming soon.

Prerequisites

Before you can connect dbt to the Salesforce Data Cloud, you need the following:

• A Data Cloud instance
• An external client app that dbt connects to for the Data Cloud instance, with OAuth configured. OAuth scopes must include:
  • api - To manage user data via APIs.
  • refresh_token, offline_access - To perform requests at any time, even when the user is offline or tokens have expired.
  • cdp_query_api - To execute ANSI SQL queries on Data Cloud data.
• A private key and the server.key file
• User with Data Cloud Admin permission

Configure Fusion

To connect dbt to Salesforce Data Cloud, set up your profiles.yml. Refer to the following configuration:

~/.dbt/profiles.yml

company-name:
  target: dev
  outputs:
    dev:
      type: salesforce
      method: jwt_bearer
      client_id: [Consumer Key of your Data Cloud app]
      private_key_path: [local file path of your server key]
      login_url: "https://login.salesforce.com"
      username: [username on the Data Cloud Instance]

Profile field	Required	Description	Example
method	Yes	Authentication Method. Currently, only jwt_bearer supported.	jwt_bearer
client_id	Yes	This is the Consumer Key from your connected app secrets.
private_key_path	Yes	File path of the server.key file in your computer.	/Users/dbt_user/Documents/server.key
login_url	Yes	Login URL of the Salesforce instance.	https://login.salesforce.com
username	Yes	Username on the Data Cloud Instance.	dbt_user@dbtlabs.com

More information

Find Salesforce-specific configuration information in the Salesforce adapter reference guide.

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