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Add Salesforce docs for setting up a connection

See original GitHub issue

Description

As of the related issue on adding a custom connection (see issue link below) we need a how-to guide on setting up a connection to salesforce.

To be more specific we need to add a salesforce.rst to the docs/howto/connection directory explaining the fields you need to set to setup a proper connection to salesforce. A connection will be established through the airflow/providers/salesforce/hooks/salesforce.py hook. Check out this file to see how the connection is established and describe this in the guide you are adding. You can check other how-to connection guides in the directory to see how it works. If you have further questions do not hesitate to ask. 😃

Use case / motivation

If you simply want to connect to salesforce services you should be able to do so without investigating the code and instead just read a proper howto docs explaining what to do.

Related Issues

https://github.com/apache/airflow/issues/8766

Issue Analytics

  • State:closed
  • Created 3 years ago
  • Reactions:1
  • Comments:13 (10 by maintainers)

github_iconTop GitHub Comments

1reaction
eladkalcommented, Aug 12, 2020

@kaxil I can prepare a PR to explain how to setup connection to Salesforce. It’s relatively short explanation. Once we’ll have more information or a dedicated connection for Salesforce I’ll update the docs accordingly.

1reaction
feluellecommented, Aug 5, 2020

We can perhaps implement alternative auth mechanisms shown here that don’t require additional sensitive data to be passed: https://github.com/simple-salesforce/simple-salesforce/blob/master/README.rst

To login using the JWT method, use your Salesforce username, consumer key from your app, and private key:

from simple_salesforce import Salesforce
sf = Salesforce(username='myemail@example.com', consumer_key='XYZ', privatekey_file='filename.key')

But at the moment this is the only working option we have. In my opinion we should add the docs but make sure we have a note that makes it clear that this is/can be a security issue.

What do others think? @potiuk @kaxil ?

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