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© 2012 West Monroe Partners | Reproduction and distribution without West Monroe Partners prior consent prohibited
Building ETL Processes with
Salesforce.com and Talend Open
Studio for Data Integration
Cory Cowgill
Technical Architect at West Monroe Partners
Force.com MVP
Twitter: @corycowgill
© 2012 West Monroe Partners | Reproduction and distribution without West Monroe Partners prior consent prohibited
Agenda
I. Introduction to ETL
II. Introduction to Salesforce.com Data Model
III. Introduction to Talend Open Data Studio
IV.Workshop & Demonstration
2
© 2012 West Monroe Partners | Reproduction and distribution without West Monroe Partners prior consent prohibited
Building ETL Processes with Salesforce.com and
Talend Open Studio for Data Integration
 ETL stands for Extract Transform Load
 It is a process for moving data between systems, typically a source system and a destination
system.
 Extract
 Query data in the source system which will feed your process.
 Transform
 The data structures between the two systems can be vastly different.
 The transform step takes the input from the extract and transforms it into a data format which the
destination system can accept.
 Load
 The process of inserting, updated, or deleting the destination system with the transformed data from
the source system.
Introduction to ETL
3
© 2012 West Monroe Partners | Reproduction and distribution without West Monroe Partners prior consent prohibited
Building ETL Processes with Salesforce.com and
Talend Open Studio for Data Integration
 Saleforce.com is a relational database.
 Query language is called SOQL, which is similar to SQL in many aspects
 Salesforce.com stored data in Objects
 Objects are the SQL equivalent of tables
 There are two types: Standard and Custom
 Salesforce.com objects hold relationships in Master-Detail and Lookup fields
 These are the SQL equivalent to foreign keys
 Every Salesforce.com object has a field called Id
 This is an alphanumeric key which uniquely represent the record in SFDC
 This value is populated on Lookup and Master-Detail fields
 Every object has API endpoints in both SOAP and REST for WS API Access
 Query
 Create / Read / Update / Delete
Introduction to Salesforce Platform Data Model
4
© 2012 West Monroe Partners | Reproduction and distribution without West Monroe Partners prior consent prohibited
Building ETL Processes with Salesforce.com and
Talend Open Studio for Data Integration
Salesforce Platform - Data Model Sample
5
© 2012 West Monroe Partners | Reproduction and distribution without West Monroe Partners prior consent prohibited
Building ETL Processes with Salesforce.com and
Talend Open Studio for Data Integration
 Eclipse based ETL Tool
 Other ETL Tools
 Jitterbit
 Informatica Cloud
 SSIS
 What differentiates Talend in my opinion?
 Opensource & Basic Edition is Free
• Supported versions available for a fee
 Java Based
• Entire ETL jobs can be exported as JARS
• Allows running your ETL on any platform that supports Java
• Allows you to directly embed Java code inside your transformation
• Allows you to build your own components
Intro to Talend Open Studio for Data Integration
6
© 2012 West Monroe Partners | Reproduction and distribution without West Monroe Partners prior consent prohibited
Building ETL Processes with Salesforce.com and
Talend Open Studio for Data Integration
 Workspace
 Similar to a Eclipse Workspace
 Holds all your Metadata & Job
 Metadata
 Holds your connection information to datasources including:
• Security & Credentials
• Connection Strings
• Data Schemas
 Job Designs
 Job Designs are a single ETL Job
 These can be exported as Jars
 Jobs can be called by other Jobs
 Components
 Reusable “widgets” that allow you to perform operations on data
 One job can have many components
Talend Concepts
7
© 2012 West Monroe Partners | Reproduction and distribution without West Monroe Partners prior consent prohibited
Building ETL Processes with Salesforce.com and
Talend Open Studio for Data Integration
Workshop & Demonstration
8
© 2012 West Monroe Partners | Reproduction and distribution without West Monroe Partners prior consent prohibited
Building ETL Processes with Salesforce.com and
Talend Open Studio for Data Integration
 Additional Resources
 http://developer.force.com - Salesforce Developer Portal
 http://www.talend.com - Talend Website with download links
 http://www.youtube.com/corycowgill - YouTube channel with Talend Videos
 Twitter: #askforce – Salesforce Support Community
 Twitter: @corycowgill
Q&A
9

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Build ETL Processes with Salesforce and Talend

  • 1. © 2012 West Monroe Partners | Reproduction and distribution without West Monroe Partners prior consent prohibited Building ETL Processes with Salesforce.com and Talend Open Studio for Data Integration Cory Cowgill Technical Architect at West Monroe Partners Force.com MVP Twitter: @corycowgill
  • 2. © 2012 West Monroe Partners | Reproduction and distribution without West Monroe Partners prior consent prohibited Agenda I. Introduction to ETL II. Introduction to Salesforce.com Data Model III. Introduction to Talend Open Data Studio IV.Workshop & Demonstration 2
  • 3. © 2012 West Monroe Partners | Reproduction and distribution without West Monroe Partners prior consent prohibited Building ETL Processes with Salesforce.com and Talend Open Studio for Data Integration  ETL stands for Extract Transform Load  It is a process for moving data between systems, typically a source system and a destination system.  Extract  Query data in the source system which will feed your process.  Transform  The data structures between the two systems can be vastly different.  The transform step takes the input from the extract and transforms it into a data format which the destination system can accept.  Load  The process of inserting, updated, or deleting the destination system with the transformed data from the source system. Introduction to ETL 3
  • 4. © 2012 West Monroe Partners | Reproduction and distribution without West Monroe Partners prior consent prohibited Building ETL Processes with Salesforce.com and Talend Open Studio for Data Integration  Saleforce.com is a relational database.  Query language is called SOQL, which is similar to SQL in many aspects  Salesforce.com stored data in Objects  Objects are the SQL equivalent of tables  There are two types: Standard and Custom  Salesforce.com objects hold relationships in Master-Detail and Lookup fields  These are the SQL equivalent to foreign keys  Every Salesforce.com object has a field called Id  This is an alphanumeric key which uniquely represent the record in SFDC  This value is populated on Lookup and Master-Detail fields  Every object has API endpoints in both SOAP and REST for WS API Access  Query  Create / Read / Update / Delete Introduction to Salesforce Platform Data Model 4
  • 5. © 2012 West Monroe Partners | Reproduction and distribution without West Monroe Partners prior consent prohibited Building ETL Processes with Salesforce.com and Talend Open Studio for Data Integration Salesforce Platform - Data Model Sample 5
  • 6. © 2012 West Monroe Partners | Reproduction and distribution without West Monroe Partners prior consent prohibited Building ETL Processes with Salesforce.com and Talend Open Studio for Data Integration  Eclipse based ETL Tool  Other ETL Tools  Jitterbit  Informatica Cloud  SSIS  What differentiates Talend in my opinion?  Opensource & Basic Edition is Free • Supported versions available for a fee  Java Based • Entire ETL jobs can be exported as JARS • Allows running your ETL on any platform that supports Java • Allows you to directly embed Java code inside your transformation • Allows you to build your own components Intro to Talend Open Studio for Data Integration 6
  • 7. © 2012 West Monroe Partners | Reproduction and distribution without West Monroe Partners prior consent prohibited Building ETL Processes with Salesforce.com and Talend Open Studio for Data Integration  Workspace  Similar to a Eclipse Workspace  Holds all your Metadata & Job  Metadata  Holds your connection information to datasources including: • Security & Credentials • Connection Strings • Data Schemas  Job Designs  Job Designs are a single ETL Job  These can be exported as Jars  Jobs can be called by other Jobs  Components  Reusable “widgets” that allow you to perform operations on data  One job can have many components Talend Concepts 7
  • 8. © 2012 West Monroe Partners | Reproduction and distribution without West Monroe Partners prior consent prohibited Building ETL Processes with Salesforce.com and Talend Open Studio for Data Integration Workshop & Demonstration 8
  • 9. © 2012 West Monroe Partners | Reproduction and distribution without West Monroe Partners prior consent prohibited Building ETL Processes with Salesforce.com and Talend Open Studio for Data Integration  Additional Resources  http://developer.force.com - Salesforce Developer Portal  http://www.talend.com - Talend Website with download links  http://www.youtube.com/corycowgill - YouTube channel with Talend Videos  Twitter: #askforce – Salesforce Support Community  Twitter: @corycowgill Q&A 9