How to load data from Salesforce to Databricks Lakehouse

Learn how to use Airbyte to synchronize your Salesforce data into Databricks Lakehouse within minutes.

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Set up a Salesforce connector in Airbyte

Connect to Salesforce or one of 400+ pre-built or 10,000+ custom connectors through simple account authentication.

Set up Databricks Lakehouse for your extracted Salesforce data

Select Databricks Lakehouse where you want to import data from your Salesforce source to. You can also choose other cloud data warehouses, databases, data lakes, vector databases, or any other supported Airbyte destinations.

Configure the Salesforce to Databricks Lakehouse in Airbyte

This includes selecting the data you want to extract - streams and columns -, the sync frequency, where in the destination you want that data to be loaded.

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How to Sync Salesforce to Databricks Lakehouse Manually

A. Use Salesforce Reports or Data Export Service

  1. Log in to your Salesforce account.
  2. Navigate to the “Reports” tab and create a report that includes all the data you want to transfer.
  3. Run the report and export the data to a CSV file.
  4. If you need to export large amounts of data or the entire database, consider using the Salesforce Data Export Service, which can be scheduled or run immediately.

B. Use Salesforce Data Loader for Custom Queries

  1. Install Salesforce Data Loader on your local machine.
  2. Log in to Data Loader using your Salesforce credentials.
  3. Select “Export” or “Export All” for including soft-deleted records.
  4. Write a SOQL query to specify the data you want to extract.
  5. Export the data to a CSV file.
  1. Review the CSV files and ensure that the data is clean and formatted correctly for import into Databricks.
  2. Remove any unnecessary columns or rows that are not needed in Databricks.
  3. If needed, split large CSV files into smaller chunks to facilitate easier uploading and processing.
  1. Log in to your Databricks workspace.
  2. Create a new cluster or start an existing cluster that you will use for data import.
  3. Install any necessary libraries that you might need for data processing.
  1. In Databricks, navigate to the “Data” tab.
  2. Click on “Add Data” and then choose “DBFS” to upload your files directly to DBFS using the Databricks UI.
  3. Alternatively, use the Databricks CLI to upload your CSV files to DBFS.

databricks fs cp <local_file_path.csv> dbfs:/<databricks_file_path.csv>

  1. Process and Transform Data (Optional)In Databricks, create a new notebook.
  2. Use the following code snippet to load the CSV data into a DataFrame:

file_location = "/<databricks_file_path.csv>"

file_type = "csv"

# CSV options

infer_schema = "true"

first_row_is_header = "true"

delimiter = ","

# Load the data into a DataFrame

df = spark.read.format(file_type) \

  .option("inferSchema", infer_schema) \

  .option("header", first_row_is_header) \

  .option("sep", delimiter) \

  .load(file_location)

# Show the DataFrame

df.show()

  1. Perform any transformations or processing required on the DataFrame within Databricks.
  2. Use Spark SQL or DataFrame API to manipulate the data as needed.
  1. Decide on the storage format (e.g., Delta Lake, Parquet) and the location where you want to store the data within Databricks.
  2. Use the DataFrame API to write the data to the Lakehouse.

data_location = "/mnt/<desired_path_in_databricks>"

df.write.format("delta").save(data_location)

  1. After the data has been loaded, run queries against the data to ensure it has been transferred correctly.
  2. Check for any discrepancies or data loss during the transfer process.
  1. To automate this process, you can create a job in Databricks that regularly runs a notebook or a script that performs these steps.
  2. Schedule the job according to your data refresh requirements.

How to Sync Salesforce to Databricks Lakehouse Manually - Method 2:

FAQs

ETL, an acronym for Extract, Transform, Load, is a vital data integration process. It involves extracting data from diverse sources, transforming it into a usable format, and loading it into a database, data warehouse or data lake. This process enables meaningful data analysis, enhancing business intelligence.

Salesforce is a cloud-based customer relationship management (CRM) platform providing business solutions software on a subscription basis. Salesforce is a huge force in the ecommerce world, helping businesses with marketing, commerce, service and sales, and enabling enterprises’ IT teams to collaborate easily from anywhere. Salesforces is the force behind many industries, offering healthcare, automotive, finance, media, communications, and manufacturing multichannel support. Its services are wide-ranging, with access to customer, partner, and developer communities as well as an app exchange marketplace.

Salesforce's API provides access to a wide range of data types, including:  

1. Accounts: Information about customer accounts, including contact details, billing information, and purchase history.  

2. Leads: Data on potential customers, including contact information, lead source, and lead status.  

3. Opportunities: Information on potential sales deals, including deal size, stage, and probability of closing.  

4. Contacts: Details on individual contacts associated with customer accounts, including contact information and activity history.  

5. Cases: Information on customer service cases, including case details, status, and resolution.  

6. Products: Data on products and services offered by the company, including pricing, availability, and product descriptions.  

7. Campaigns: Information on marketing campaigns, including campaign details, status, and results.  

8. Reports and Dashboards: Access to pre-built and custom reports and dashboards that provide insights into sales, marketing, and customer service performance.  

9. Custom Objects: Ability to access and manipulate custom objects created by the organization to store specific types of data.  

Overall, Salesforce's API provides access to a comprehensive set of data types that enable organizations to manage and analyze their customer relationships, sales processes, and marketing campaigns.

This can be done by building a data pipeline manually, usually a Python script (you can leverage a tool as Apache Airflow for this). This process can take more than a full week of development. Or it can be done in minutes on Airbyte in three easy steps: 
1. Set up Salesforce to Databricks Lakehouse as a source connector (using Auth, or usually an API key)
2. Choose a destination (more than 50 available destination databases, data warehouses or lakes) to sync data too and set it up as a destination connector
3. Define which data you want to transfer from Salesforce to Databricks Lakehouse and how frequently
You can choose to self-host the pipeline using Airbyte Open Source or have it managed for you with Airbyte Cloud. 

ELT, standing for Extract, Load, Transform, is a modern take on the traditional ETL data integration process. In ELT, data is first extracted from various sources, loaded directly into a data warehouse, and then transformed. This approach enhances data processing speed, analytical flexibility and autonomy.

ETL and ELT are critical data integration strategies with key differences. ETL (Extract, Transform, Load) transforms data before loading, ideal for structured data. In contrast, ELT (Extract, Load, Transform) loads data before transformation, perfect for processing large, diverse data sets in modern data warehouses. ELT is becoming the new standard as it offers a lot more flexibility and autonomy to data analysts.

What should you do next?

Hope you enjoyed the reading. Here are the 3 ways we can help you in your data journey:

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