Set up a Data Pipeline recipe: Connect to Salesforce and Snowflake

AVAILABILITY

Data Pipeline recipes are available to workspaces in the private preview program only.

Contact your Workato representative to add Data Pipeline recipes to your workspace.

If you already have established connections to Salesforce and Snowflake, skip to Create a Data Pipeline recipe.

Supported sources and destinations

Data Pipeline recipes support multi-object trigger extracts from:

• Event streams
• File sources
• Jira
• Marketo
• NetSuite
• Salesforce
• ServiceNow

Destination Data Pipeline recipes can move data to:

• Data Lakehouses like Iceberg or Delta Lake
• Databricks
• Google BigQuery
• Snowflake
• SQL Server

Note that some sources and destinations may not be available during private preview. Contact your Workato representative for more information.

Connect to a Salesforce data source

1

Select Create > Connection.

2

Search for and select Salesforce in the New Connection page.

3

Provide a name for your connection in the Name field.

Salesforce connection setup

4

Use the Location drop-down menu to select the project where you plan to store the connection.

5

Use the Sandbox drop-down menu to determine the account connection type.

6

Optional. Select Advanced to configure advanced connection options.

7

Optional. Select the Custom OAuth profile. App requests use the profile specified in Workato when you select this option. This ensures that the connection is restricted to the same set of scopes you selected for all users with the profile, and the authentication flow uses the client app linked to the custom profile.

8

Select Connect, enter your Salesforce account credentials when prompted, and then select Log In to verify the connection.

Log in to your Salesforce account

Connect to a Snowflake destination

1

Go to your Workato workspace and select Create > Connection.

2

Search for and select Snowflake.

3

Enter the Snowflake connection information.

Snowflake connection

Field	Description
Connection name	Give this Snowflake connection a unique name that identifies which Snowflake instance it is connected to.
Account identifier	Account identifier of your Snowflake instance. Snowflake has multiple methods of identifying an account. Workato supports all methods: account name, connection name, and account locator. Account name: https://{orgname}-{account_name} Connection name: https://{orgname}-{connectionname} Account locator: https://{accountlocator}.{region}.{cloud} If you're using the account locator, note that {region} and {cloud} are only required for certain locations. For example: If your account is hosted in AWS US West (Oregon), use your-account-locator If your account is hosted in AWS US East (Ohio), use your-account-locator.us-east-2 If your account is hosted in Azure West Europe, use your-account-locator.west-europe.azure Learn more about connecting to your Snowflake account.
Authentication type	Choose an authentication type for this connection. Select between Username/Password and OAuth 2.0.
Warehouse	Name of the warehouse to use for performing all compute for this connection. See Warehouse considerations for more information.
Database	Name of the Snowflake database you plan to connect to.
Username	Username to connect to Snowflake. The role granted to the User should have SYSADMIN privileges or lower. Required if you selected Username/Password authentication type.
Password	Password to connect to Snowflake. The role granted to the User should have SYSADMIN privileges or lower. Required if you selected Username/Password authentication type.
Client ID	Client ID to be used for the OAuth 2.0 authorization flow and token request. Learn more about OAuth 2.0 setup. Required if you selected OAuth 2.0 authentication type.
Client secret	Client secret to be used for the OAuth 2.0 token request. Required if you selected OAuth 2.0 authentication type.
Schema	Optional. Name of the schema within the Snowflake database you wish to connect to. Defaults to public.
Database timezone	Optional. Apply this to all timestamps without timezone.

4

Select Connect.