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Heroku Postgres Connection
Create a remote connection using the Heroku Postgres connector to sync Heroku Postgres data to CRM Analytics.
Connection Requirements
To access Heroku Postgres in Heroku Private Spaces, complete these steps before you create the connection.
- Contact Heroku Support to activate Trusted IP ranges for data services in the space. Trusted IP ranges for data services is a beta feature.
- Although allowing designated IPs isn’t usually the preferred or recommended practice, in most cases, you must add the Salesforce IP ranges to the Trusted IP ranges in the space. See the Salesforce Core Services - IP Addresses and Domains to Allow knowledge article for a list of first-party Salesforce IP ranges. To use this connector with Hyperforce, use the IPs listed in Hyperforce IPs to Allow - Sales, Service, Industries, and Tableau Clouds.
Create the Connection
- On the Data Manager Connections tab, click New Connection.
- Click the name of the connector, and click Next.
- Enter the connector settings.
- To validate your settings and attempt to connect to the source, click Save & Test. If the connection fails, CRM Analytics shows possible reasons.
All settings require a value, unless otherwise indicated. Go to the database in Heroku and click View Credentials... to access the values for the connection settings.
| Connection Setting | Description |
|---|---|
| Connection Name | Identifies the connections. Use a convention that lets you easily distinguish between different connections. |
| Developer Name | API name for the connection. This name can’t include spaces. The API name is used in your recipes to reference data extracted through this connection. You can’t change the developer name after you create the connection. |
| Description | Description of the connection for internal use. |
| JDBC Connection URL | URL schema for the database. Enter in the format: jdbc:postgresql://<host>:<port>/<database> Look for the host, port, and database details in the database credentials. For example: |
| Username | The database user, found in the database credentials. |
| Schema | The name of the schema you want to use for the database. If no schema names have been specified for the database, you can enter public. |
| Password | The database password, found in the database credentials. |
Filter Data Synced to CRM Analytics
Exclude unnecessary or sensitive data from syncing to CRM Analytics with data sync filters. Filters run on the source object and speed up data sync by pulling only the data you need into CRM Analytics. If you plan to use excluded data in the future, use a recipe filter to limit the data written to a dataset instead of a data sync filter.
- From Data Manager, click the Connections tab.
- Select the connection associated with the object to filter.
- Click the name of the object to filter.
- Click Data Sync Filter.
- Enter the filter.
- Click Save.
For the Heroku Postgres connector, enter a filter using the syntax described in the Heroku Postgres Help and your version of Postgres’s Help.
Heroku Postgres Connector Considerations
Keep these behaviors in mind when working with the Heroku Postgres connector.
- Connected object names must start with a letter and contain only letters, digits, or underscores. Object names can’t end with an underscore.
- Only field names with combinations of alphanumeric, dot, underscore, or dash characters are supported. If a connector includes field names that contain other characters, such as spaces or brackets, the sync fails.
- The connector can sync up to 100 million rows or 50 GB per object, whichever limit is reached first. When using the connector, Salesforce Government Cloud org data is protected in transit with advanced encryption and can sync up to 10 million rows or 5 GB for each connected object, whichever limit is reached first.
- The data available for sync is determined by the security settings of the user that you use to connect.
- This connector is available to Heroku Private Spaces users that are also Hyperforce customers.
