CData Salesforce driver support plugin

The CData Salesforce driver plugin is built into the Delphix Continuous Compliance Engine to manage metadata components in Salesforce databases. It enables the disabling and enabling of metadata elements such as triggers and duplicate rules, directly from the Compliance Engine, leveraging the Rehearsal Tool (DXRT) for task execution behind the scenes.

Task execution order

The Delphix Continuous Compliance Engine UI now includes a set of tasks that can be executed via the CData Salesforce driver plugin:

• Run Rehearse

• Disable Duplicate Rule

• Disable Feed History

• Disable Field History

• Disable Global PickList

• Disable LookUp Filter

• Disable Matching Rule

• Disable PickList

• Disable Process Builder

• Disable Required

• Disable Trigger

• Disable Unique

• Disable Validation Rule

• Disable Workflow

While creating or editing a masking job, you can select the above mentioned task from the Edit/Create masking job UI. For more information about adding tasks to a job, refer Creating, Viewing, Editing, Deleting, and Verifying Jobs.

How metadata task execution works

Each selected metadata task disables the corresponding Salesforce component before the masking operation and re-enables it once masking is complete. The Run Rehearse task behaves differently: it is executed only when selected alongside other metadata tasks, and it validates the metadata deployment before masking begins.

Example Scenarios:

1. Scenario 1: Run Rehearse + Disable Tasks (if Disable Trigger, Disable Process Builder, and Run Rehearse are selected)

   1. Rehearse is executed for Trigger and Process Builder to validate metadata deployment.

   2. Trigger and Process Builder are disabled on the Salesforce database.

   3. Masking is performed.

   4. Trigger and Process Builder are re-enabled.

2. Scenario 2: Only Disable Tasks is selected (if only Disable Trigger and Disable Process Builder are selected)

   1. Trigger and Process Builder are disabled.

   2. Masking is performed.

   3. Trigger and Process Builder are re-enabled.

Re-enabling of metadata components always occurs, regardless of masking job status. Even if the job is canceled or fails during execution, the plugin ensures all disabled components are restored.

Refer to the Rehearsal Tool documentation for detailed information on task configurations and additional features.

Known limitations

Only one masking job should be executed at a time when driver support tasks are enabled. Running multiple jobs concurrently when targeting the same Salesforce sandbox—can lead to inconsistent metadata states and degraded job performance. If your use case requires running multiple jobs in parallel against the same sandbox, consider using the standalone DXRT binary. This method allows you to manually disable metadata components prior to job execution and re-enable them once all jobs have completed. For more information, see the Rehearsal Tool CLI documentation.