Onboarding Data from Salesforce

Creating a Salesforce Source

For creating a Salesforce source, see Configuring Additional Connectors. Ensure that the Source Type selected is Salesforce.

To enable OAuth, see Enabling OAuth for CDATA Drivers.

Salesforce Configurations

Field	Description
Fetch Data Using	The mechanism through which Infoworks fetches data from the database.
Connection URL	The connection URL through which Infoworks connects to the database.
Username	The username for the connection to the database.
Password	The password for the username provided.
Source Schema	The schema in the database to be crawled. The schema value is case sensitive.

Once the settings are saved, you can test the connection.

Configuring a Salesforce Table

For configuring a Salesforce Table, see Configuring a Table.

Establishing a Connection

To create a JDBC URL, see Establishing a Connection.

Data Model

The tables and views supported by the source are described in the Data Model.

JDBC Connection Parameters

For the list of JDBC connection parameters, see Connection Parameters.

Proxy Connectivity Through a Proxy Server

The Salesforce connector now supports proxy connectivity for environments where outbound traffic must route through a proxy server.

Configuration Proxy can be configured in two ways:

Option 1: Add the following JVM system properties to your cluster’s Spark configuration:

-Dhttps.proxyHost=<proxy-host> -Dhttps.proxyPort=<proxy-port> -Dhttps.proxyUser=<username> (optional, for authenticated proxies) -Dhttps.proxyPassword=<password> (optional, for authenticated proxies)

Option 2: Configure the Cluster in the IWX UI

While creating or editing the cluster, add the following in Advanced Configuration under iw_environment_cluster_spark_config key:

spark.driver.extraJavaOptions=-Dhttps.proxyHost=<proxy_ip> -Dhttps.proxyPort=<proxy_port>; spark.executor.extraJavaOptions=-Dhttps.proxyHost=<proxy_ip> -Dhttps.proxyPort=<proxy_port>;

If a proxy is not being used, omit the proxy-related properties.

Info

Note: -Dhttp.proxyHost, -Dhttp.proxyPort, -Dhttp.proxyUser, -Dhttp.proxyPassword are also supported. Users can configure either or both.

If proxy properties are configured, all Salesforce operations route through the specified proxy.
If proxy properties are not set, the connector behaves as before (direct connection) — no action needed for environments without a proxy.

Last updated on Jun 9, 2026

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