Tableau Connector for Salesforce

Build 24.0.9060

Connection String Options

The connection string properties are the various options that can be used to establish a connection. This section provides a complete list of the options you can configure in the connection string for this provider. Click the links for further details.

For more information on establishing a connection, see Establishing a Connection.

Authentication


PropertyDescription
AuthSchemeThe type of authentication to use when connecting to Salesforce.
UserThe Salesforce user account used to authenticate.
PasswordThe password used to authenticate the user.
SecurityTokenThe security token used to authenticate access to the Salesforce account.
UseSandboxA boolean determining if the connection should be made to a Salesforce sandbox account.
CredentialsLocationThe location of the settings file where token retrieved with OKTA MFA is saved.

Connection


PropertyDescription
APIVersionThe version of the Salesforce API used.
LoginURLURL to the Salesforce server used for logging in.

SSO


PropertyDescription
SSOLoginURLThe identity provider's login URL.
SSOPropertiesAdditional properties required to connect to the identity provider, formatted as a semicolon-separated list.
SSOExchangeUrlThe URL used for consuming the SAML response and exchanging it for service specific credentials.

BulkAPI


PropertyDescription
UseBulkAPIWhether to use the synchronous SOAP API or the asynchronous Bulk API.
BulkAPIConcurrencyModeThe concurrency mode for processing bulk rows with BULK API v1.
BulkPollingIntervalThe time interval in milliseconds between requests that check the availability of the bulk query response. The default value is 500 ms.
BulkQueryTimeoutThe timeout in minutes for which the provider will wait for a bulk query response. The default value is 25 minutes.
WaitForBulkResultsWhether to wait for bulk results when using the asynchronous API. Only active when UseBulkAPI is true.

ToolingAPI


PropertyDescription
UseToolingAPIWhether to use the Salesforce Tooling API.

OAuth


PropertyDescription
InitiateOAuthSet this property to initiate the process to obtain or refresh the OAuth access token when you connect.
OAuthClientIdThe client Id assigned when you register your application with an OAuth authorization server.
OAuthClientSecretThe client secret assigned when you register your application with an OAuth authorization server.
OAuthAccessTokenThe access token for connecting using OAuth.
OAuthSettingsLocationThe location of the settings file where OAuth values are saved when InitiateOAuth is set to GETANDREFRESH or REFRESH . Alternatively, you can hold this location in memory by specifying a value starting with 'memory://'.
CallbackURLThe OAuth callback URL to return to when authenticating. This value must match the callback URL you specify in your app settings.
OAuthGrantTypeThe grant type for the OAuth flow.
OAuthVerifierThe verifier code returned from the OAuth authorization URL.
PKCEVerifierThe PKCE code verifier generated from executing the GetOAuthAuthorizationUrl stored procedure for PKCE authentication schemes.
OAuthRefreshTokenThe OAuth refresh token for the corresponding OAuth access token.
OAuthExpiresInThe lifetime in seconds of the OAuth AccessToken.
OAuthTokenTimestampThe Unix epoch timestamp in milliseconds when the current Access Token was created.

JWT OAuth


PropertyDescription
OAuthJWTCertThe JWT Certificate store.
OAuthJWTCertTypeThe type of key store containing the JWT Certificate.
OAuthJWTCertPasswordThe password for the OAuth JWT certificate.
OAuthJWTCertSubjectThe subject of the OAuth JWT certificate.
OAuthJWTIssuerThe issuer of the Java Web Token.
OAuthJWTSubjectThe user subject for which the application is requesting delegated access.

SSL


PropertyDescription
SSLServerCertThe certificate to be accepted from the server when connecting using TLS/SSL.

Firewall


PropertyDescription
FirewallTypeThe protocol used by a proxy-based firewall.
FirewallServerThe name or IP address of a proxy-based firewall.
FirewallPortThe TCP port for a proxy-based firewall.
FirewallUserThe user name to use to authenticate with a proxy-based firewall.
FirewallPasswordA password used to authenticate to a proxy-based firewall.

Proxy


PropertyDescription
ProxyAutoDetectWhen this connection property is set to True, the provider checks your system proxy settings for existing proxy server configurations (no need to manually supply proxy server details). Set to False if you want to manually configure the provider to connect to a specific proxy server.
ProxyServerThe hostname or IP address of the proxy server that you want to route HTTP traffic through.
ProxyPortThe TCP port that the proxy server (specified in the ProxyServer connection property) is running on.
ProxyAuthSchemeThe authentication method the provider uses when authenticating to the proxy server specified in the ProxyServer connection property.
ProxyUserThe username of a user account registered with the proxy server specified in the ProxyServer connnection property.
ProxyPasswordThe password associated with the user specified in the ProxyUser connection property.
ProxySSLTypeThe SSL type to use when connecting to the ProxyServer proxy.
ProxyExceptionsA semicolon separated list of destination hostnames or IPs that are exempt from connecting through the ProxyServer .

Logging


PropertyDescription
LogfileA filepath which designates the name and location of the log file.
VerbosityThe verbosity level that determines the amount of detail included in the log file.
LogModulesCore modules to be included in the log file.
MaxLogFileSizeA string specifying the maximum size in bytes for a log file (for example, 10 MB).
MaxLogFileCountA string specifying the maximum file count of log files.

Schema


PropertyDescription
LocationA path to the directory that contains the schema files defining tables, views, and stored procedures.
BrowsableSchemasThis property restricts the schemas reported to a subset of the available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC.
TablesThis property restricts the tables reported to a subset of the available tables. For example, Tables=TableA,TableB,TableC.
ViewsRestricts the views reported to a subset of the available tables. For example, Views=ViewA,ViewB,ViewC.

Caching


PropertyDescription
AutoCacheAutomatically caches the results of SELECT queries into a cache database specified by either CacheLocation or both of CacheConnection and CacheProvider .
CacheDriverThe database driver used to cache data.
CacheConnectionThe connection string for the cache database. This property is always used in conjunction with CacheProvider . Setting both properties will override the value set for CacheLocation for caching data.
CacheLocationSpecifies the path to the cache when caching to a file.
CacheToleranceThe tolerance for stale data in the cache specified in seconds when using AutoCache .
OfflineUse offline mode to get the data from the cache instead of the live source.
CacheMetadataThis property determines whether or not to cache the table metadata to a file store.

Miscellaneous


PropertyDescription
AllOrNoneA boolean indicating if you would like all inserts, updates, or deletes to fail in a request if even a single record fails.
ArchiveModeBoolean indicating whether to include deleted and archived records with a standard SELECT query.
ConnectionLifeTimeThe maximum lifetime of a connection in seconds. Once the time has elapsed, the connection object is disposed.
ConnectOnOpenThis property specifies whether to connect to the Salesforce when the connection is opened.
ContinueOnAlterExceptionWhether you want to continue after a ALTER statement has failed.
ExposeConceptualEntitiesBoolean determining if the Salesforce record types / conceptual entities should be exposed as tables.
FilterScopeOptional scope to limit the records returned from queries.
IncludeMetadataDescriptionSet this property to a value other than NONE if you want to retrieve the descriptions for columns, tables or both of them from the Metadata API.
IncludeReportsWhether to expose Salesforce Reports as views.
MaxRowsLimits the number of rows returned when no aggregation or GROUP BY is used in the query. This takes precedence over LIMIT clauses.
OtherThese hidden properties are used only in specific use cases.
PoolIdleTimeoutThe allowed idle time for a connection before it is closed.
PoolMaxSizeThe maximum connections in the pool.
PoolMinSizeThe minimum number of connections in the pool.
PoolWaitTimeThe max seconds to wait for an available connection.
PseudoColumnsSpecify a set of pseudocolumns to expose as columns.
QueryPassthroughWhether to accept SOQL queries.
ReadonlyYou can use this property to enforce read-only access to Salesforce from the provider.
RemoveBOMCharacterSpecifies whether to remove the BOM character (char)0xfeff from the content.
RemovePrivateCharSpecifies whether to replace private use characters with a '?'.
ReplaceInvalidUTF8CharsSpecifies whether to replace invalid UTF8 characters with a '?'.
RTKThe runtime key used for licensing.
ServerSideAggregationA boolean determining if server side aggregation should be used.
SessionTimeoutThe time in minutes for which a Salesforce login session is reused.
SkipFormulaFieldsSet to true if formula fields should be skipped when listing columns.
SkipPickListTranslationA comma seperated list of columns to skip translation on. Example: Table1.Col1, Col3, ... ;.
SortColumnsSet to true to sort table columns instead of reporting them in the Salesforce order.
TimeoutThe value in seconds until the timeout error is thrown, canceling the operation.
TranslatePickListFieldsWhether to translate PickList fields into the language of the user.
UseConnectionPoolingThis property enables connection pooling.
UseDisplayNamesBoolean determining if the display names for the columns should be used instead of the API names.
UserDefinedViewsA filepath pointing to the JSON configuration file containing your custom views.

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Build 24.0.9060