Loading Data from Salesforce to Neon Serverless Postgres using dlt in Python

tip

We will be using the dlt PostgreSQL destination to connect to Neon Serverless Postgres. You can get the connection string for your Neon Serverless Postgres database as described in the Neon Serverless Postgres Docs.

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Loading data from Salesforce to Neon Serverless Postgres can streamline your business operations and enhance customer relationship management. Salesforce is a cloud platform that covers sales, marketing, and customer service activities. Neon Serverless Postgres offers the reliability and scalability of PostgreSQL on a serverless platform, helping you build applications faster. Using the open-source python library dlt, you can easily transfer your data from Salesforce to Neon Serverless Postgres. This guide will walk you through the process. For more details about Salesforce, visit here.

dlt Key Features

• Automated maintenance: With schema inference and evolution and alerts, and with short declarative code, maintenance becomes simple. Learn more
• Run it where Python runs: On Airflow, serverless functions, notebooks. No external APIs, backends or containers, scales on micro and large infra alike. Learn more
• User-friendly interface: Declarative interface that removes knowledge obstacles for beginners while empowering senior professionals. Learn more
• Robust governance support: Through pipeline metadata utilization, schema enforcement and curation, and schema change alerts. Learn more
• Integration with dbt: Seamlessly integrate dbt into your pipeline for powerful data transformations. Learn more

Getting started with your pipeline locally

0. Prerequisites

dlt requires Python 3.8 or higher. Additionally, you need to have the pip package manager installed, and we recommend using a virtual environment to manage your dependencies. You can learn more about preparing your computer for dlt in our installation reference.

1. Install dlt

First you need to install the dlt library with the correct extras for Neon Serverless Postgres:

pip install "dlt[postgres]"

The dlt cli has a useful command to get you started with any combination of source and destination. For this example, we want to load data from Salesforce to Neon Serverless Postgres. You can run the following commands to create a starting point for loading data from Salesforce to Neon Serverless Postgres:

# create a new directory
mkdir salesforce_pipeline
cd salesforce_pipeline
# initialize a new pipeline with your source and destination
dlt init salesforce postgres
# install the required dependencies
pip install -r requirements.txt

The last command will install the required dependencies for your pipeline. The dependencies are listed in the requirements.txt:

simple-salesforce>=1.12.4
dlt[postgres]>=0.3.5

You now have the following folder structure in your project:

salesforce_pipeline/
├── .dlt/
│   ├── config.toml          # configs for your pipeline
│   └── secrets.toml         # secrets for your pipeline
├── salesforce/                   # folder with source specific files
│   └── ...
├── salesforce_pipeline.py        # your main pipeline script
├── requirements.txt         # dependencies for your pipeline
└── .gitignore               # ignore files for git (not required)

2. Configuring your source and destination credentials

The dlt cli will have created a .dlt directory in your project folder. This directory contains a config.toml file and a secrets.toml file that you can use to configure your pipeline. The automatically created version of these files look like this:

generated config.toml

# put your configuration values here

[runtime]
log_level="WARNING"  # the system log level of dlt
# use the dlthub_telemetry setting to enable/disable anonymous usage data reporting, see https://dlthub.com/docs/telemetry
dlthub_telemetry = true

generated secrets.toml

# put your secret values and credentials here. do not share this file and do not push it to github

[sources.salesforce]
user_name = "user_name" # please set me up!
password = "password" # please set me up!
security_token = "security_token" # please set me up!

[destination.postgres]
dataset_name = "dataset_name" # please set me up!

[destination.postgres.credentials]
database = "database" # please set me up!
password = "password" # please set me up!
username = "username" # please set me up!
host = "host" # please set me up!
port = 5432
connect_timeout = 15

2.1. Adjust the generated code to your usecase

Further help setting up your source and destinations

• Read more about setting up the Salesforce source in our docs.
• Read more about setting up the Neon Serverless Postgres destination in our docs.

3. Running your pipeline for the first time

The dlt cli has also created a main pipeline script for you at salesforce_pipeline.py, as well as a folder salesforce that contains additional python files for your source. These files are your local copies which you can modify to fit your needs. In some cases you may find that you only need to do small changes to your pipelines or add some configurations, in other cases these files can serve as a working starting point for your code, but will need to be adjusted to do what you need them to do.

The main pipeline script will look something like this:

#!/usr/bin/env python3
"""Pipeline to load Salesforce data."""
import dlt
from salesforce import salesforce_source


def load() -> None:
    """Execute a pipeline from Salesforce."""

    pipeline = dlt.pipeline(
        pipeline_name="salesforce", destination='postgres', dataset_name="salesforce_data"
    )
    # Execute the pipeline
    load_info = pipeline.run(salesforce_source())

    # Print the load info
    print(load_info)


if __name__ == "__main__":
    load()

Provided you have set up your credentials, you can run your pipeline like a regular python script with the following command:

python salesforce_pipeline.py

4. Inspecting your load result

You can now inspect the state of your pipeline with the dlt cli:

dlt pipeline salesforce info

You can also use streamlit to inspect the contents of your Neon Serverless Postgres destination for this:

# install streamlit
pip install streamlit
# run the streamlit app for your pipeline with the dlt cli:
dlt pipeline salesforce show

5. Next steps to get your pipeline running in production

One of the beauties of dlt is, that we are just a plain Python library, so you can run your pipeline in any environment that supports Python >= 3.8. We have a couple of helpers and guides in our docs to get you there:

The Deploy section will show you how to deploy your pipeline to

• Deploy with GitHub Actions: Automate your pipeline deployments using GitHub Actions. This guide provides step-by-step instructions for setting up and scheduling your pipeline runs.

• Deploy with Airflow and Google Composer: Learn how to deploy your pipeline on a managed Airflow environment with Google Composer. This guide includes details on adding your project to GitHub, ensuring your pipeline works, and initializing the deployment.

• Deploy with Google Cloud Functions: Utilize Google Cloud Functions to deploy your pipelines in a serverless environment. This guide explains how to set up and deploy your pipeline using Google Cloud's serverless compute service.

• Explore other deployment options: Check out the comprehensive guide to explore various other deployment methods suitable for your specific needs.

The running in production section will teach you about:

• How to Monitor your pipeline: Learn how to effectively monitor your dlt pipeline in production to ensure smooth operation and quick identification of issues. Read more here.
• Set up alerts: Setting up alerts helps you stay informed about the status and performance of your dlt pipeline. Find out how to configure alerts here.
• Set up tracing: Tracing allows you to track the execution of your pipeline, providing detailed insights into each step. Learn how to set up tracing for your dlt pipeline here.

Available Sources and Resources

For this verified source the following sources and resources are available

Source salesforce

"Salesforce source provides comprehensive business data, covering customer details, sales opportunities, product pricing, and marketing campaigns."

Resource Name	Write Disposition	Description
account	merge	Represents an individual or organization that interacts with your business
campaign	replace	Represents a marketing initiative or project designed to achieve specific goals
contact	replace	Represents an individual person associated with an account or organization
lead	replace	Represents a prospective customer/individual/org. that has shown interest in a company's products/services
opportunity	merge	Represents a sales opportunity for a specific account or contact
pricebook_2	replace	Used to manage product pricing and create price books
pricebook_entry	replace	Represents a specific price for a product in a price book
product_2	replace	Used for managing and organizing your product-related data within the Salesforce ecosystem
sf_user	replace	Represents an individual who has access to a Salesforce org or instance
user_role	replace	Represents a role within the organization's hierarchy

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