Set Up Salesforce Connect SQL Adapter for Snowflake
Provide users easy access to data stored in Snowflake so that they can build custom applications that combine the power of the Salesforce and Snowflake platforms.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience (not for high-data-volume external objects) |
Available in: Developer Edition Available for an extra cost in: Enterprise, Performance, and Unlimited Editions |
| User Permissions Needed | |
|---|---|
| To create and edit external data sources: | Customize Application |
| To create and edit external objects: | Customize Application |
| To view named credentials: | View Setup and Configuration |
| To create, edit, or delete named credentials: | Manage Named Credentials or Customize Application |
| To create and edit custom fields: | Customize Application |
| To edit permission sets and user profiles: | Manage Profiles and Permission Sets |
| To edit another user’s authentication settings for external systems: | Manage Users |
Before you begin, review the basics of Snowflake setup and access in the Snowflake Getting Started guide. We also recommend creating a view or dynamic table in Snowflake to limit the data that you want Salesforce users to be able to access.
- Define a Named Credential for Salesforce Connect SQL Adapter for Snowflake
Create a named credential that specifies the endpoint URL for Snowflake and an external credential to provide the required authentication parameters. - Create an External Data Source for Salesforce Connect SQL Adapter for Snowflake
Connect your Salesforce org to access Snowflake’s interactive query capabilities. - Validate and Sync External Data Source Configured for Snowflake
After you create an external data source for Snowflake, synchronize it to map its data to external objects in your Salesforce org.
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