ConnectionsSnowflake

1. Adding a Snowflake Credential to the Platform

1.1. Navigating to the Connections Page

  1. From your main dashboard, click on Connections in the left-hand menu.
  2. On the Connections page, you will see various connection cards for different data providers (e.g., Snowflake, BigQuery, etc.).

1.2. Selecting Snowflake

  1. Locate the Snowflake connection card.
  2. Click the Connect button on the Snowflake card.

Note: Clicking Connect opens a form that collects the information needed to link your Snowflake account to the platform.

2. Form Details for Snowflake Credential

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When you click Connect on the Snowflake card, the platform displays a two-section form:

  • Metadata
  • Snowflake Account

Below is an explanation of each field in these sections.

2.1. Metadata Section

FieldPurposeHow to Obtain or Set
NameA custom label that identifies this Snowflake connection within your platform. This is how you will refer to or select this connection in other parts of the interface.Enter any clear and descriptive name, such as “My Snowflake Data Warehouse” or “Marketing Snowflake Connection”.

2.2. Snowflake Account Section

FieldPurposeHow to Obtain or Set
NameThe official Snowflake account name (the part that appears in the URL when you log into Snowflake).Typically something like xy12345.us-east-2. You can find this by logging into your Snowflake instance; it is the portion of your account URL before .snowflakecomputing.com.
RegionThe region in which your Snowflake account is hosted (e.g., us-east-2, eu-west-1).This is required for specifying where your data warehouse is located. Snowflake indicates the region in your account URL.
UsernameThe Snowflake user name that has the necessary privileges to access the desired databases, schemas, and tables.Use a valid Snowflake user with appropriate read/write permissions (or admin privileges if necessary). This information is set up in your Snowflake account via the Snowflake console or your internal IT process.
PasswordThe password linked to the above Snowflake user.Make sure to use a secure password or prefer a Snowflake user that supports key-based authentication if available. Enter the correct password to ensure a successful connection.

3. Obtaining Necessary Credentials from Snowflake

  1. Log in to Snowflake: Go to your Snowflake console (e.g., https://xy12345.us-east-2.snowflakecomputing.com).
  2. Identify your account name and region:
    • The account name is the subdomain portion of your Snowflake URL (e.g., xy12345.us-east-2).
    • The region follows your account name in the URL (e.g., us-east-2).
  3. Create or use an existing user:
    • Ensure the user has the appropriate privileges for the tasks you plan to perform (SELECT, CREATE, etc.).
    • Obtain or reset this user’s password as needed.

Tip: If you have MFA or single sign-on (SSO) for Snowflake, check whether you need to create a dedicated user account or adjust user settings for programmatic access.

4. Saving Your Snowflake Credential

  1. Verify all fields: Double-check you have entered the correct values for:
    • Metadata → Name
    • Snowflake Account → Name, Region, Username, Password
  2. Click Submit.
  3. If the connection is successful, you will see a confirmation message or a newly listed Snowflake credential on the Connections page.

Note: If authentication fails, you may see an error. Verify the details (especially the user name, password, and account name) and try again.

5. Additional Notes and Best Practices

  • Security: Always store credentials securely and avoid sharing passwords in plain text.
  • Naming Conventions: Use a name that clearly indicates the environment or purpose (e.g., Snowflake_Prod or Snowflake_Test).
  • User Permissions: Grant only the minimum required privileges to the Snowflake user used for connections (adhering to the principle of least privilege).
  • Region Selection: Ensure you choose the correct region to avoid connection failures and to comply with any data locality requirements.
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