Salesforce JDBC Compliance

Introduction

Delphix is delivering a Salesforce solution that represents Delphix’s first data source as a SaaS application. This solution provides the capability to mask Salesforce data, with the sensitive data and associated masking algorithms pre-defined for the out-of-the-box schema, in order to deliver the most robust compliance solution for Salesforce available. If you’d like to learn how to use headless OAuth, refer to the documentation. 

Supported Job Types

In-Place Masking

On-The-Fly Masking for Salesforce is not supported at this time.

Pre-Requisites

The following section outlines prerequisites for the Salesforce Select Connector deployment.

  • Approved third-party JDBC Driver from CDATA.

  • Delphix license to use Salesforce CDATA JDBC driver.

Continuous Compliance requires the installation of a Delphix license to use Salesforce CDATA JDBC driver. Users who have purchased this entitlement will have access to the license file on the Delphix download site. 

Delphix Infrastructure Requirements

  • A compatible Delphix Continuous Compliance Engine installed and configured.

  • Network connectivity to `*.salesforce.com.

  • Use the TCP port: 443 for the JDBC driver communication over HTTPS .

Refer to Delphix Masking documentation for additional network connectivity requirements.

Salesforce Requirements

  • A Delphix Salesforce user must be created with the following permissions

    • User must have access to read, write, modify data via APIs.

    • User must have read, write, modify access to all data objects that are being masked.

    • User must have read, write, modify access to all record types and columns in objects that are being masked.

    • User must have access to read, write, modify metadata.

  • The Salesforce Org must have API access (Bulk APIs) enabled.

  • A self-signed certificate generated from the Saleforce Org. Read doc for more information.

Installing Salesforce CDATA Driver

This reflects a walkthrough specific to Salesforce CData driver setup. Please refer to the Managing Extended Connectors article for full documentation on adding an Extended Connector.

  • Install the driver from CData

    • For initial setup and while finalizing purchase, you can begin with the free trial of the CData Salesforce JDBC Driver for Salesforce.
      The required installer can be downloaded here.

  • To upload the driver package to the engine, navigate to the JDBC Drivers under Settings, as shown in the screenshot below. Click on the +JDBC Driver button.Please refer Add Extended JDBC Connectors for full documentation.salesforce compliance accelator

  • Upload the zip file that was just created (this should be uploaded directly).

  • Input Class Name as: cdata.jdbc.salesforce.SalesforceDriver.

  • Installing a License

    • Download the license form the Delphix download site.

    • Upload the license to Continuous Compliance from the UI using the License file upload button in the Add JDBC Driver dialogue box. The License section appears on entering a valid CData JDBC driver class name as shown in this screenshot:
      salesforce compliance accelator

The NON OEM driver(Version<= 22.0.8301) requires an RTK (runtime key) license for activation.OEM drivers do not require an RTK. Please reach out to support@cdata.com to procure an RTK. 

  • Select the Save button.

Managing Licenses

  • To view the licenses installed on an engine, use the GET /license API or GET /ALL API endpoint.

  • To upload the license on an engine, use the POST /license API endpoint.