Salesforce and PostgreSQL Integration

Input and output integration overview

The Salesforce Telegraf plugin collects crucial metrics regarding the API usage and limits in Salesforce organizations, enabling effective monitoring and management of API consumption.

The Telegraf PostgreSQL plugin allows you to efficiently write metrics to a PostgreSQL database while automatically managing the database schema.

Integration details

Salesforce

The Salesforce plugin allows users to gather metrics about API usage limits and the remaining usage within their Salesforce organization. By leveraging Salesforce’s REST API, specifically the limits endpoint, this plugin provides critical insights into how much of the API usage has been consumed and what remains available. This is particularly important for organizations that rely on Salesforce for their operations, as exceeding API limits can interrupt service and hinder business processes. The plugin processes data into a structured format containing maximum and remaining values for various API operations, making it easier for teams to monitor their usage and plan accordingly. The provided configuration allows users to customize their credentials, environment type (sandbox or production), and API version, ensuring flexibility in different deployment scenarios.

PostgreSQL

The PostgreSQL plugin enables users to write metrics to a PostgreSQL database or a compatible database, providing robust support for schema management by automatically updating missing columns. The plugin is designed to facilitate integration with monitoring solutions, allowing users to efficiently store and manage time series data. It offers configurable options for connection settings, concurrency, and error handling, and supports advanced features such as JSONB storage for tags and fields, foreign key tagging, templated schema modifications, and support for unsigned integer data types through the pguint extension.

Configuration

Salesforce

[[inputs.salesforce]]
  ## specify your credentials
  ##
  username = "your_username"
  password = "your_password"
  ##
  ## (optional) security token
  # security_token = "your_security_token"
  ##
  ## (optional) environment type (sandbox or production)
  ## default is: production
  ##
  # environment = "production"
  ##
  ## (optional) API version (default: "39.0")
  ##
  # version = "39.0"

PostgreSQL

# Publishes metrics to a postgresql database
[[outputs.postgresql]]
  ## Specify connection address via the standard libpq connection string:
  ##   host=... user=... password=... sslmode=... dbname=...
  ## Or a URL:
  ##   postgres://[user[:password]]@localhost[/dbname]?sslmode=[disable|verify-ca|verify-full]
  ## See https://www.postgresql.org/docs/current/libpq-connect.html#LIBPQ-CONNSTRING
  ##
  ## All connection parameters are optional. Environment vars are also supported.
  ## e.g. PGPASSWORD, PGHOST, PGUSER, PGDATABASE
  ## All supported vars can be found here:
  ##  https://www.postgresql.org/docs/current/libpq-envars.html
  ##
  ## Non-standard parameters:
  ##   pool_max_conns (default: 1) - Maximum size of connection pool for parallel (per-batch per-table) inserts.
  ##   pool_min_conns (default: 0) - Minimum size of connection pool.
  ##   pool_max_conn_lifetime (default: 0s) - Maximum age of a connection before closing.
  ##   pool_max_conn_idle_time (default: 0s) - Maximum idle time of a connection before closing.
  ##   pool_health_check_period (default: 0s) - Duration between health checks on idle connections.
  # connection = ""

  ## Postgres schema to use.
  # schema = "public"

  ## Store tags as foreign keys in the metrics table. Default is false.
  # tags_as_foreign_keys = false

  ## Suffix to append to table name (measurement name) for the foreign tag table.
  # tag_table_suffix = "_tag"

  ## Deny inserting metrics if the foreign tag can't be inserted.
  # foreign_tag_constraint = false

  ## Store all tags as a JSONB object in a single 'tags' column.
  # tags_as_jsonb = false

  ## Store all fields as a JSONB object in a single 'fields' column.
  # fields_as_jsonb = false

  ## Name of the timestamp column
  ## NOTE: Some tools (e.g. Grafana) require the default name so be careful!
  # timestamp_column_name = "time"

  ## Type of the timestamp column
  ## Currently, "timestamp without time zone" and "timestamp with time zone"
  ## are supported
  # timestamp_column_type = "timestamp without time zone"

  ## Templated statements to execute when creating a new table.
  # create_templates = [
  #   '''CREATE TABLE {{ .table }} ({{ .columns }})''',
  # ]

  ## Templated statements to execute when adding columns to a table.
  ## Set to an empty list to disable. Points containing tags for which there is no column will be skipped. Points
  ## containing fields for which there is no column will have the field omitted.
  # add_column_templates = [
  #   '''ALTER TABLE {{ .table }} ADD COLUMN IF NOT EXISTS {{ .columns|join ", ADD COLUMN IF NOT EXISTS " }}''',
  # ]

  ## Templated statements to execute when creating a new tag table.
  # tag_table_create_templates = [
  #   '''CREATE TABLE {{ .table }} ({{ .columns }}, PRIMARY KEY (tag_id))''',
  # ]

  ## Templated statements to execute when adding columns to a tag table.
  ## Set to an empty list to disable. Points containing tags for which there is no column will be skipped.
  # tag_table_add_column_templates = [
  #   '''ALTER TABLE {{ .table }} ADD COLUMN IF NOT EXISTS {{ .columns|join ", ADD COLUMN IF NOT EXISTS " }}''',
  # ]

  ## The postgres data type to use for storing unsigned 64-bit integer values (Postgres does not have a native
  ## unsigned 64-bit integer type).
  ## The value can be one of:
  ##   numeric - Uses the PostgreSQL "numeric" data type.
  ##   uint8 - Requires pguint extension (https://github.com/petere/pguint)
  # uint64_type = "numeric"

  ## When using pool_max_conns>1, and a temporary error occurs, the query is retried with an incremental backoff. This
  ## controls the maximum backoff duration.
  # retry_max_backoff = "15s"

  ## Approximate number of tag IDs to store in in-memory cache (when using tags_as_foreign_keys).
  ## This is an optimization to skip inserting known tag IDs.
  ## Each entry consumes approximately 34 bytes of memory.
  # tag_cache_size = 100000

  ## Enable & set the log level for the Postgres driver.
  # log_level = "warn" # trace, debug, info, warn, error, none

Input and output integration examples

Salesforce

1. Monitoring API Limit Usage for Scaling Decisions: Use the Salesforce plugin to track API limit usage over time and make informed decisions about when to scale Salesforce resources. By visualizing API consumption patterns, organizations can predict peak usage times, allowing them to proactively adjust their infrastructure or request higher limits as needed. This optimization leads to better performance and less downtime during critical business operations.

2. Automated Alert System for API Limit Exceedance: Integrate this plugin with a notification system to alert teams when API usage approaches critical limits. This setup not only ensures teams are proactively notified to prevent disruptions, but also helps in maintaining operational continuity and customer satisfaction. The alerts can be configured to trigger automated scripts that either adjust load or inform stakeholders accordingly.

3. Comparative Analysis of Multiple Salesforces: Leverage the Salesforce Input Plugin to gather metrics from multiple Salesforce instances across different departments or business units. By centralizing this data, organizations can perform comparative analyses to identify departments that may be exceeding their API limits more frequently than others. This allows for targeted discussions and strategies to balance API usage across the organization, leading to better resource allocation and efficiency.

PostgreSQL

1. Real-Time Analytics with Complex Queries: Leverage the PostgreSQL plugin to store metrics from various sources in a PostgreSQL database, enabling real-time analytics using complex queries. This setup can help data scientists and analysts uncover patterns and trends, as they manipulate relational data across multiple tables while utilizing PostgreSQL’s robust query optimization features. Specifically, users can create sophisticated reports with JOIN operations across different metric tables, revealing insights that would typically remain hidden in embedded systems.

2. Integrating with TimescaleDB for Time-Series Data: Utilize the PostgreSQL plugin within a TimescaleDB instance to efficiently handle and analyze time-series data. By implementing hypertables, users can achieve greater performance and partitioning of topics over the time dimension. This integration allows users to run analytical queries over large amounts of time-series data while retaining the full power of PostgreSQL’s SQL queries, ensuring reliability and efficiency in metrics analysis.

3. Data Versioning and Historical Analysis: Implement a strategy using the PostgreSQL plugin to maintain different versions of metrics over time. Users can set up an immutable data table structure where older versions of tables are retained, enabling easy historical analysis. This approach not only provides insights into data evolution but also aids compliance with data retention policies, ensuring that the historical integrity of the datasets remains intact.

4. Dynamic Schema Management for Evolving Metrics: Use the plugin’s templating capabilities to create a dynamically changing schema that responds to metric variations. This use case allows organizations to adapt their data structure as metrics evolve, adding necessary fields and ensuring adherence to data integrity policies. By leveraging templated SQL commands, users can extend their database without manual intervention, facilitating agile data management practices.

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