Salesforce Data 360 setup Beta

This dbt-salesforce adapter is available via the dbt Fusion engine CLI. To access the adapter, install dbt Fusion. We recommend using the VS Code Extension as the development interface. dbt platform support coming soon.

Prerequisites

Before you can connect dbt to the Salesforce Data 360, you need the following:

• A Data 360 instance
• An external client app that dbt connects to for the Data 360 instance, with OAuth configured. OAuth scopes must include:
  • api - To manage user data via APIs.
  • refresh_token, offline_access - To perform requests at any time, even when the user is offline or tokens have expired.
  • cdp_query_api - To execute ANSI SQL queries on Data 360 data.
• A private key and the server.key file
• User with Data Cloud Architect permission

Configure Fusion

To connect dbt to Salesforce Data 360, set up your profiles.yml. Refer to the following configuration:

~/.dbt/profiles.yml

company-name:
  target: dev
  outputs:
    dev:
      type: salesforce
      method: jwt_bearer
      client_id: [Consumer Key of your Data 360 app]
      private_key_path: [local file path of your server key]
      login_url: "https://login.salesforce.com"
      username: [username on the Data 360 Instance]

Profile field	Required	Description	Example
method	Yes	Authentication Method. Currently, only jwt_bearer supported.	jwt_bearer
client_id	Yes	This is the Consumer Key from your connected app secrets.
private_key_path	Yes	File path of the server.key file in your computer.	/Users/dbt_user/Documents/server.key
login_url	Yes	Login URL of the Salesforce instance.	https://login.salesforce.com
username	Yes	Username on the Data 360 Instance.	dbt_user@dbtlabs.com

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More information

Find Salesforce-specific configuration information in the Salesforce adapter reference guide.

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