Simplifying Secure Data Access Across Clouds

In today’s data-driven world, secure and prompt access to information is crucial. However, with critical analytics data spread across various cloud vendors, achieving this expediency can be challenging.

Cross-cloud zero-copy data sharing doesn’t have to be complex. By leveraging your Autonomous Database, you can swiftly establish secure data sharing with your Salesforce CRM Data Stream in just seconds. This guide will walk you through the straightforward process of connecting your Salesforce CRM data to your Autonomous Database using the Salesforce CRM data connector type.

Requirements for Salesforce Integration

To connect Salesforce CRM data with your Autonomous Database, you’ll need the following:

• User Login Credentials
• User Security Token
• Organization Hostname – Fully qualified domain name
• Salesforce Data Streams – Configured with Salesforce CRM Data Connector Type
• Salesforce Data Stream Status – Should be ACTIVE
• Standard User Access – Profile privileges to access and read the data

1. Confirm Data Stream Configuration

On the Data Streams Dashboard, verify the Data Stream Name, Data Connector Type, and Data Stream Status.

2. Set Up Your Autonomous Database

Create Your Credentials:

sqlCopy codeBEGIN
  DBMS_CLOUD.CREATE_CREDENTIAL(
    credential_name => '<your credential name>',
    username => '<your salesforce log-in id>',
    password => '<your salesforce password>');
END;
/

Create Your Database Link:

sqlCopy codeBEGIN
  DBMS_CLOUD_ADMIN.CREATE_DATABASE_LINK(
    db_link_name => '<your database link name>',
    hostname => '<your host>.my.salesforce.com',
    port => '19937',
    service_name => 'salesforce',
    ssl_server_cert_dn => NULL,
    credential_name => '<your credential name>',
    gateway_params => JSON_OBJECT(
       'db_type' value 'salesforce',
       'security_token' value '<your security token>'));
END;
/

3. Check Connectivity Details

The HETEROGENEOUS_CONNECTIVITY_INFO view provides information on credential and database link requirements for external databases. For example:

sqlCopy codeSELECT database_type, required_port, sample_usage 
FROM heterogeneous_connectivity_info
WHERE database_type = 'salesforce';

4. Demonstration: Connecting to Salesforce Data

Follow these steps to connect to your Salesforce CRM organization using the Salesforce Data Cloud Sales synthetic data in the Account_Home Data Stream:

1. Confirm that your Data Stream is using the Salesforce CRM Data Connector Type and is in ACTIVE status.
2. Use Data Cloud Data Explorer to validate the data.
3. Connect to your Autonomous Database in Oracle Cloud Infrastructure (OCI) and launch SQLPLUS.
4. Use SQLPLUS to check the HETEROGENEOUS_CONNECTIVITY_INFO view for the Salesforce database type.
5. Attempt a SELECT statement on your Salesforce CRM Account_Home Data Lake object to ensure connectivity.

5. Set Up Connectivity

Using DBMS_CLOUD.CREATE_CREDENTIAL, create the necessary credentials to connect to Salesforce. Then, use DBMS_CLOUD_ADMIN.CREATE_DATABASE_LINK to establish the database link. Once configured, execute the SELECT statement against the ACCOUNT data to verify successful connection.

6. Utilize Zero-Copy Data Sharing

With zero-copy data access to the Salesforce CRM Data Lake ACCOUNT object, you can:

• Cross-Cloud Join: Identify local account representatives by joining the Salesforce CRM ACCOUNT shared object with a local ACCOUNT_REPS table.sqlCopy codeSELECT a.emp_last_name, a.emp_first_name, a.emp_region, b.id, b.name, b.accountnumber, b.ownership, b.industry FROM account_reps a JOIN Account@mysalesforcelinkjpm b ON a.emp_region = b.billingcountry WHERE b.name LIKE '%Pyramid Construction%';
• Local Copy of Data: Create a local copy of the Salesforce CRM ACCOUNT Data Lake object using a CTAS statement.sqlCopy codeCREATE TABLE sfcrm_account_local AS SELECT ID, NAME, TYPE, BILLINGSTREET, BILLINGCITY, BILLINGSTATE, BILLINGPOSTALCODE, BILLINGCOUNTRY, SHIPPINGSTREET, SHIPPINGCITY, SHIPPINGSTATE, SHIPPINGPOSTALCODE, SHIPPINGCOUNTRY, PHONE, FAX, ACCOUNTNUMBER, INDUSTRY, NUMBEROFEMPLOYEES, OWNERSHIP, RATING FROM account@mysalesforcelinkjpm;
• Materialized View: Keep a local version of the Salesforce CRM ACCOUNT Data Lake object in sync with the master by creating a cross-cloud MATERIALIZED VIEW.sqlCopy codeCREATE MATERIALIZED VIEW sfcrm_account_local_mv BUILD IMMEDIATE REFRESH FORCE ON DEMAND AS SELECT ID, ISDELETED, MASTERRECORDID, NAME, TYPE, PARENTID, BILLINGSTREET, BILLINGCITY, BILLINGSTATE, BILLINGPOSTALCODE, BILLINGCOUNTRY, BILLINGLATITUDE, BILLINGLONGITUDE, BILLINGGEOCODEACCURACY, SHIPPINGSTREET, SHIPPINGCITY, SHIPPINGSTATE, SHIPPINGPOSTALCODE, SHIPPINGCOUNTRY, SHIPPINGLATITUDE, SHIPPINGLONGITUDE, SHIPPINGGEOCODEACCURACY, PHONE, FAX, ACCOUNTNUMBER, WEBSITE, PHOTOURL, SIC, INDUSTRY, ANNUALREVENUE, NUMBEROFEMPLOYEES, OWNERSHIP, TICKERSYMBOL, RATING, SITE, OWNERID, CREATEDDATE, CREATEDBYID, LASTMODIFIEDDATE, LASTMODIFIEDBYID, SYSTEMMODSTAMP, LASTACTIVITYDATE, LASTVIEWEDDATE, LASTREFERENCEDDATE, JIGSAW, JIGSAWCOMPANYID, CLEANSTATUS, ACCOUNTSOURCE, DUNSNUMBER, TRADESTYLE, NAICSCODE, NAICSDESC, YEARSTARTED, SICDESC, DANDBCOMPANYID, OPERATINGHOURSID, CUSTOMERPRIORITY__C, SLA__C, ACTIVE__C, NUMBEROFLOCATIONS__C, UPSELLOPPORTUNITY__C, SLASERIALNUMBER__C, SLAEXPIRATIONDATE__C FROM account@mysalesforcelinkjpm;

Conclusion

As demonstrated, secure and efficient cross-cloud zero-copy data access can be straightforward. By following these simple steps, you can bypass cumbersome ETL operations and gain immediate, secure access to your Salesforce CRM data. This approach eliminates the overhead of complex data pipelines and provides you with real-time access to critical business data.