Slaesforce FAQ

does pentaho integrate with salesforce

by Darren Nitzsche DDS Published 2 years ago Updated 2 years ago
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How do I connect Salesforce to Pentaho?

Specify the password for authenticating to Salesforce. Enter your password followed by your security token. For example, if your password is 'password' and your security token is 'token', enter ' passwordtoken' in this field. Click to verify the connection can be made to the specified Salesforce Webservice URL.

Is Pentaho Data Integration free?

Pentaho Data Integration is an open-source and free tool.

Is Pentaho an ETL tool?

Pentaho Data Integration (PDI) provides the Extract, Transform, and Load (ETL) capabilities that facilitates the process of capturing, cleansing, and storing data using a uniform and consistent format that is accessible and relevant to end users and IoT technologies.

Is Pentaho a data warehouse?

Description. Open-source Pentaho provides business intelligence (BI) and data warehousing solutions at a fraction of the cost of proprietary solutions.

How much does Pentaho cost?

Standard plans range from $100 to $1,250 per month depending on scale, with discounts for paying annually. Enterprise plans for larger organizations and mission-critical use cases can include custom features, data volumes, and service levels, and are priced individually.

Who uses Pentaho?

Who uses Pentaho?CompanyLewis, Inc.CompanyZendesk IncWebsitezendesk.comCountryUnited StatesRevenue200M-1000M19 more rows

Is Pentaho worth learning?

With a self-exploratory designed interface, Pentaho has made valuable contributions in data analytics, providing business suggestions and presenting your data and information in interactive report formats. Business Intelligence package, Pentaho has phenomenal ETL, analysis, metadata and reporting capabilities.

Is Pentaho difficult to learn?

Pentaho BI is a very easy to use kind of tool. You can work with it if you can just understand some fundamental ideas. Reporting, dashboards, interactive analysis, data integration, data mining, and other BI features are available.

Which is best ETL tool in market?

Most Popular ETL Tools in the MarketHevo – Recommended ETL Tool.#1) Integrate.io.#2) Skyvia.#3) IRI Voracity.#4) Dataddo.#5) DBConvert Studio By SLOTIX s.r.o.#6) Informatica – PowerCenter.#7) IBM – Infosphere Information Server.More items...•

Is Pentaho Kettle open source?

Kettle is a free and open source Extract-Transform-Load (ETL) tool made by Pentaho. The tool is similar to Safe FME in that it provides the means to extract and transform data from a variety of data sources such as MySQL, PostgreSQL, Oracle, SQL Server, a variety of NoSQL, APIs, text files, etc.

Your Turn

If all went according to plan, you are now ready to use Progress DataDirect for JDBC Salesforce driver with the Pentaho Data Integrator tool! Now, you have access to real-time reporting from Salesforce as if it were any other JDBC data source. You can even combine this data with other sources to get a full view of your customers.

Idaliz Baez

Idaliz is a Sales Engineer with Progress. After receiving her undergraduate degree from Duke University in Civil and Environmental Engineering, Idaliz Baez spent a year at NASA Goddard Space Flight Center gaining on-the-job experience before returning to Duke in pursuit of her Masters of Engineering Management degree.

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Analyze Your Salesforce with Pentaho

The best way to perform an in-depth analysis of Salesforce data with Pentaho is to load Salesforce data to a database or cloud data warehouse, and then connect Pentaho to this database and analyze data.

Select How You Want to Load Data

ELT process supposes simple copying cloud data to a data warehouse or a database as-is, leaving all the transformation tasks for the database server. This is often uses, for example, when loading data to cloud data warehouses with affordable and nearly unlimited computing power for transformations.

Replication Features

All you need to do is to specify parameters for connecting to Salesforce and data warehouse and select which data to replicate.

Import Features

Skyvia offers powerful mapping features for data transformations. You can perform data splitting, use complex expressions and formulas, lookups, etc.

Description

The SalesForce Input step provides you with the ability to read data directly from SalesForce using the SalesForce Web Service. The following sections describe each of the available features for configuring the SalesForce Input step.

Settings Tab

The settings tab is where you configure the SalesForce WebService URL, login credentials, module to query from and query conditions:

Content

The content tab allows you to optionally include additional descriptive fields in the result set

Fields

The fields tab displays the fields that will be read from the SalesForce object (Module chosen on the Settings tab). You will need to go to the Fields tab and press the "Get Fields" button to populate the fields returned before being able to preview the rows returned.

Connect your data warehouse

It will be the central database for your Salesforce data. Pipes supports the most popular relational data warehouses in the cloud and on-premises.

Connect to Salesforce

You just need to enter the associated credentials to allow Pipes access to the Salesforce API.

Create a data pipeline

Create a pipeline from Salesforce to your central data warehouse. The pipeline will run automatically on your defined schedule, so you will always have fresh data available.

Access your Salesforce data with Pentaho

Connect Pentaho to your data warehouse. You will see your Salesforce data there in form of standardized tables. Now you can analyze your data without performance issues!

About Salesforce

Salesforce is a Customer Success Platform and is reinventing the Customer Relationship Management (CRM). The mobile cloud technologies of Salesforce including CRM applications as the flagship solution help companies to connect with partners, customers, and employees in entirely new ways.

About Pentaho

Pentaho provides Business Intellingence solutions with a community and an enterprise edition. Users can create reportings and factful dashboards as well as run data mining and extract, transform, load (ETL) processes with Pentaho.

Get central access to all your data

Access data from 200+ data sources with our ready-to-use connectors and replicate it to your central data warehouse.

Pentaho Kettle

Kettle is a free, open source ETL software. The tool’s abilities can be separated into 4 phases: Extract, Transform, Load, and Automate.

Step 2: Join, Transform, Hide PII, and Geocode

In this example I have connected to 3 different objects. Now I need to rename fields, filter out others, join the objects, and create a field for the Socrata platform to geocode.

Step 3: Load to Socrata

Now that you have downloaded and configured the Socrata plug-in (link provided above) you should see the Socrata Output in the list of Outputs.

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