Salesforce Connector for Azure Data Factory (SSIS) Salesforce Connector can be used to extract/load large amount of data from/in Salesforce.com without any programming. You can use simple Table mode or Query mode with full SOQL query language support (SOQL=Salesforce.com Object Query Language). In this article you will learn how to quickly and efficiently integrate Salesforce data in Azure Data Factory (SSIS) without coding. We will use high-performance Salesforce Connector to easily connect to Salesforce and then access the data inside Azure Data Factory (SSIS). Let's follow the steps below to see how we can accomplish that! Download Documentation Salesforce Connector for Azure Data Factory (SSIS) is based on ZappySys Native SSIS Connector Framework which is a part of SSIS PowerPack. It is a collection of high-performance SSIS connectors that enable you to integrate data with virtually any data provider supported by SSIS, including SQL Server. SSIS PowerPack supports various file formats, sources and destinations, including REST/SOAP API, SFTP/FTP, storage services, and plain files, to mention a few (if you are new to SSIS and SSIS PowerPack, find out more on how to use them).

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Create SSIS package

First of all, create an SSIS package, which will connect to Salesforce in SSIS. Once you do that, you are one step closer to deploying and running it in Azure-SSIS integration runtime in Azure Data Factory (ADF). Then simply proceed to the next step - creating and configuring Azure Blob Storage Container.

Prepare custom setup files for Azure-SSIS runtime

Now it's time to start preparing custom setup files for Azure-SSIS runtime. During Azure-SSIS runtime creation you can instruct ADF to perform a custom setup on a VM (Azure-SSIS node); i.e. to run the custom installer, copy files, execute PowerShell scripts, etc. In that case, your custom setup files are downloaded and run in the Azure-SSIS node (a VM) when you start the runtime. In this section we will prepare custom setup files so that you can run SSIS packages with SSIS PowerPack connectors inside in Azure-SSIS runtime.

Trial Users

Use the step below if you are a Trial User, when you did not purchase a license key. Proceed with these steps:

1. Download ~/Views/IntegrationHub/ContentBlocks/Links/SSIS-PowerPack/DownloadTrial.cshtmlSSIS PowerPack trial installer.
   Make sure you don't rename the installer and keep it named as SSISPowerPackSetup_64bit_Trial.msi.
2. Create a text file and name it main.cmd (make it all lowercase, very important).
3. Copy and paste this script into it and save it:

   set DIR=%CUSTOM_SETUP_SCRIPT_LOG_DIR%
   
   echo Calling Step 1 : %TIME% >> "%DIR%\steps_log.txt"
   dir /s /b > "%DIR%\file_list.txt"
   
   echo Calling Step 2 : %TIME% >> "%DIR%\steps_log.txt"
   
   ::Install SSIS PowerPack
   msiexec /i  "SSISPowerPackSetup_64bit_Trial.msi" ADDLOCAL=ALL /q  /L*V "%DIR%\powerpack_trial_install_log.txt"
   
   echo Calling Step 3 : %TIME% >> "%DIR%\steps_log.txt"
   dir "C:\Program Files\Microsoft SQL Server\*Zappy*.*"  /s /b >> "%DIR%\installed_files.txt"
   dir "C:\Program Files (x86)\Microsoft SQL Server\*Zappy*.*"  /s /b >> "%DIR%\installed_files.txt"
   
   echo DONE : %TIME% >> "%DIR%\steps_log.txt"
   
   echo complete

   This is the entry-point script that is executed when Azure-SSIS runtime is started.
4. At last! You are ready to upload these two files — main.cmd & SSISPowerPackSetup_64bit_Trial.msi — into your Azure Blob Storage container's folder, which we will do in the Upload custom setup files to Azure Blob Storage container step.

Paid Customers

Use the steps below if you are a Paid Customer, when you purchased a license. Proceed with these steps:

1. Download SSIS PowerPack paid installer.
   Make sure you don't rename the installer and keep it named as SSISPowerPackSetup_64bit.msi.
2. Have your SSIS PowerPack license key handy, we will need it in the below script.
3. Create a text file and name it main.cmd (make it all lowercase, very important).
4. Copy and paste the below script into it.
5. Paste your license key by replacing parameter's --register argument with your real license key.
6. Finally, save main.cmd:

   set DIR=%CUSTOM_SETUP_SCRIPT_LOG_DIR%
   
   echo Calling Step 1 : %TIME% >> "%DIR%\steps_log.txt"
   dir /s /b > "%DIR%\file_list.txt"
   
   echo Calling Step 2 : %TIME% >> "%DIR%\steps_log.txt"
   
   ::Install SSIS PowerPack
   msiexec /i  "SSISPowerPackSetup_64bit.msi" ADDLOCAL=ALL /q  /L*V "%DIR%\powerpack_install_log.txt"
   
   echo Calling Step 3 : %TIME% >> "%DIR%\steps_log.txt"
   
   ::Activate PowerPack license (Optional)
   "C:\Program Files (x86)\ZappySys\SSIS PowerPack (64 bit)\LicenseManager.exe" -p SSISPowerPack --register "lgGAAO0-----REPLACE-WITH-YOUR-LICENSE-KEY-----czM=" --logfile "%DIR%\powerpack_register_log.txt"
   
   ::Show System Info
   echo Calling Step 4 : %TIME% >> "%DIR%\steps_log.txt"
   "C:\Program Files (x86)\ZappySys\SSIS PowerPack (64 bit)\LicenseManager.exe" -i -l "%DIR%\sysinfo_log.txt"
   
   echo Calling Step 5 : %TIME% >> "%DIR%\steps_log.txt"
   dir "C:\Program Files\Microsoft SQL Server\*Zappy*.*"  /s /b >> "%DIR%\installed_files.txt"
   dir "C:\Program Files (x86)\Microsoft SQL Server\*Zappy*.*"  /s /b >> "%DIR%\installed_files.txt"
   
   echo DONE : %TIME% >> "%DIR%\steps_log.txt"
   
   echo complete

   This is the entry-point script that is executed when Azure-SSIS runtime is started.
7. At last! You are ready to upload these two files — main.cmd & SSISPowerPackSetup_64bit.msi — into your Azure Blob Storage container's folder, which we will do in the Upload custom setup files to Azure Blob Storage container step.

Upload custom setup files to Azure Blob Storage container

Within Azure Blob Storage container we will store custom setup files we prepared in the previous step so that Azure-SSIS can use them in custom setup process. Just perform these very simple, but very important steps:

1. Create Azure Blob Storage container, if you haven't done it already
   Make sure you create and use Azure Blob Storage container instead of Azure Data Lake Storage folder. Azure Data Lake Storage won't allow creating an SAS URI for the container, which is a crucial step in the process.
2. Find Blob Containers node, right-click on it and hit Create Blob Container option:
3. Upload the two custom setup files — main.cmd & the MSI installer — into your Azure Blob Storage container's folder:
4. It was easy, wasn't it? It's time we create an SAS URI in the next step.

Create SAS URI for Azure Blob Container

Once you have custom setup files prepared, it's time we generate an SAS URI. This SAS URI will be used by a new Azure-SSIS runtime to install SSIS PowerPack inside the runtime's node, a VM. Let's proceed together by performing the steps below:

1. Install and launch Azure Storage Explorer.
2. Right-click on the Storage Accounts node and then hit Connect to Azure storage... menu item:
3. Proceed by right-clicking on that container node and select Get Shared Access Signature... option.
4. Next, set the Expiry time field to a date far in the future.
   If you restart Azure-SSIS runtime and your SAS URI is expired by that time, it will not start.
5. Select Read, Create, Write, and List permissions:
   We also recommend to add Delete permission too to support future functionality.
6. Copy SAS URL to the clipboard and save it for the next step: You can also generate and copy SAS URL from within Azure Portal itself:

Create Azure-SSIS integration runtime

Once you have the SAS URL we obtained in the previous step, we are ready to move on to create an Azure-SSIS runtime in Azure Data Factory:

1. Firstly, perform the steps described in Create an Azure-SSIS integration runtime article in Azure Data Factory reference.
2. In Advanced settings page section, configure Custom setup container SAS URI you obtained in the previous step:
3. And you are done! That was quick! You can see your Azure-SSIS runtime up and running:

Deploy SSIS package in Visual Studio

We are ready to deploy the SSIS package to Azure-SSIS runtime. Once you do that, proceed to the next step for the grand finale!

Execute SSIS package in SQL Server Management Studio (SSMS)

After all hard work, we are ready to execute SSIS package in SQL Server Management Studio (SSMS):

1. Connect to the SQL Server which is linked to your Azure-SSIS runtime and contains SSISDB database.
2. Navigate to Integration Services Catalog » Your Folder » Your Project » Your Package, right-click on it, and hit Execute...:
3. To view the status of the past execution, navigate to Integration Services Catalog » Your Folder » Your Project » Your Package, right-click on it, and select Reports » Standard Reports » All Executions menu item:

Scenarios

Moving SSIS PowerPack license to another Azure-SSIS runtime

If you are a Paid Customer, there will be a time when you no longer use Azure-SSIS runtime or you need to use your license on a different ADF instance. To transfer a license from one Azure-SSIS runtime to another, perform these steps:

1. Copy & paste this script into main.cmd we used in the previous step:

   set DIR=%CUSTOM_SETUP_SCRIPT_LOG_DIR%
   
   echo Calling Step 1 : %TIME% >> "%DIR%\steps_log.txt"
   dir /s /b > "%DIR%\file_list.txt"
    
   echo Calling Step 2 : %TIME% >> "%DIR%\steps_log.txt"
   
   ::Install SSIS PowerPack
   msiexec /i  "SSISPowerPackSetup_64bit.msi" ADDLOCAL=ALL /q  /L*V "%DIR%\powerpack_install_log.txt"
    
   echo Calling Step 3 : %TIME% >> "%DIR%\steps_log.txt"
    
   ::De-Activate same license
   "C:\Program Files (x86)\ZappySys\SSIS PowerPack (64 bit)\LicenseManager.exe" -p SSISPowerPack --unregister --logfile "%DIR%\powerpack_un_register_log.txt"
    
   ::Show System Info
   echo Calling Step 4 : %TIME% >> "%DIR%\steps_log.txt"
   "C:\Program Files (x86)\ZappySys\SSIS PowerPack (64 bit)\LicenseManager.exe" -i -l "%DIR%\sysinfo_log.txt"
    
   echo Calling Step 5 : %TIME% >> "%DIR%\steps_log.txt"
   dir "C:\Program Files\Microsoft SQL Server\*Zappy*.*"  /s /b >> "%DIR%\installed_files.txt"
   dir "C:\Program Files (x86)\Microsoft SQL Server\*Zappy*.*"  /s /b >> "%DIR%\installed_files.txt"
    
   echo DONE : %TIME% >> "%DIR%\steps_log.txt"
    
   echo complete

2. Start Azure-SSIS runtime.
   This will unregister your license on the original Azure-SSIS runtime.
3. Stop Azure-SSIS runtime to deallocate resources in Azure.
4. Now you are free to activate it on another Azure-SSIS runtime.

Query Examples

This guide provides examples for using the ZappySys Salesforce ODBC Driver to perform bulk API operations and DML (Data Manipulation Language) actions on Salesforce. You’ll learn how to leverage the Bulk API to insert, update, upsert, and delete large datasets from external sources such as MSSQL, CSV, Oracle, and other ODBC-compatible systems. By using external IDs and lookup fields, you can easily map data from your source systems to Salesforce. These examples will help you execute high-performance operations efficiently using EnableBulkMode, EXTERNAL options, and more.

Bulk Mode - Insert Large Volume of Data from External Source (e.g., MSSQL) into Salesforce

INSERT INTO Account
SOURCE (
    'MSSQL',
    'Data Source=localhost;Initial Catalog=tempdb;Integrated Security=true',
    'SELECT TOP 1000000 
         C_NAME AS Name,
         C_CITY AS BillingCity,
         C_LOC AS NumberofLocations__c  
     FROM very_large_staging_table'
)
WITH (
    Output = 1,
    EnableBulkMode = 1
)

-- Notes:
-- 'MSSQL': External driver type (MSSQL, ODBC, OLEDB)
-- Output: Enables capturing __RowStatus and __ErrorMessage
-- EnableBulkMode: Improves performance with bulk batches (uses 10000 rows per batch rather than 200)

Bulk Mode - Insert Records with Lookup Field (Read from External Source)

INSERT INTO Account
SOURCE (
    'MSSQL',
    'Data Source=localhost;Initial Catalog=tempdb;Integrated Security=true',
    'SELECT TOP 1000000 
         Account_Name as Name,
         AccountOwnerId as [Owner.ExternalId]
     FROM very_large_staging_table'
)
WITH (
    Output = 1,
    EnableBulkMode = 1
)

-- Notes:
-- 'MSSQL': External driver type (MSSQL, ODBC, OLEDB)
-- Output: Enables capturing __RowStatus and __ErrorMessage
-- EnableBulkMode: Improves performance with bulk batches (uses 10000 rows per batch rather than 200)

Bulk Mode - Delete Large Volume of Data (Read IDs from External Source)

DELETE FROM Account
SOURCE (
    'MSSQL',
    'Data Source=localhost;Initial Catalog=tempdb;Integrated Security=true',
    'SELECT TOP 1000000 
         Account_ID as Id
     FROM very_large_staging_table'
)
WITH (
    Output = 1,
    EnableBulkMode = 1
)

-- Notes:
-- 'MSSQL': External driver type (MSSQL, ODBC, OLEDB)
-- Output: Enables capturing __RowStatus and __ErrorMessage
-- EnableBulkMode: Improves performance with bulk batches (uses 10000 rows per batch rather than 200)

Bulk Mode - Update Large Volume of Data (Read from External Source)

UPDATE Account
SOURCE (
    'MSSQL',
    'Data Source=localhost;Initial Catalog=tempdb;Integrated Security=true',
    'SELECT TOP 1000000 
         Account_ID as Id,
         Account_Name as Name,
         City as BillingCity
     FROM very_large_staging_table'
)
WITH (
    Output = 1,
    EnableBulkMode = 1
)

-- Notes:
-- 'MSSQL': External driver type (MSSQL, ODBC, OLEDB)
-- Output: Enables capturing __RowStatus and __ErrorMessage
-- EnableBulkMode: Improves performance with bulk batches (uses 10000 rows per batch rather than 200)

Bulk Mode - Update Lookup Field (Read from External Source)

UPDATE Account
SOURCE (
    'MSSQL',
    'Data Source=localhost;Initial Catalog=tempdb;Integrated Security=true',
    'SELECT TOP 1000000 
         Account_ID as Id,
         Account_Name as Name,
         AccountOwnerId as [Owner.ExternalId]
     FROM very_large_staging_table'
)
WITH (
    Output = 1,
    EnableBulkMode = 1
)

-- Notes:
-- 'MSSQL': External driver type (MSSQL, ODBC, OLEDB)
-- Output: Enables capturing __RowStatus and __ErrorMessage
-- EnableBulkMode: Improves performance with bulk batches (uses 10000 rows per batch rather than 200)

External Input from ODBC - Insert Multiple Rows from ODBC Source (e.g., CSV) into Salesforce

INSERT INTO Account
SOURCE (
    'ODBC',  -- External driver type: MSSQL, ODBC, or OLEDB
    'Driver={ZappySys CSV Driver};DataPath=c:\somefile.csv',  -- ODBC connection string
    '
    SELECT 
        Acct_Name AS Name,
        Billing_City AS BillingCity,
        Locations AS NumberofLocations__c
    FROM $
    WITH (
        -- Either use SRC to point to a file or use inline DATA. Comment out one as needed.
        
        -- Examples:
        -- SRC = ''c:\file_1.csv''
        -- SRC = ''c:\some*.csv''
        -- SRC = ''https://abc.com/api/somedata-in-csv''

        DATA = ''Acct_Name,Billing_City,Locations
        Account001,City001,1
        Account002,City002,2
        Account003,City003,3''
    )'
)
-- Notes:
-- Column aliases in SELECT must match Salesforce target fields.
-- Preview the Account object to verify available fields.

WITH (
    Output = 1,                -- Capture __RowStatus and __ErrorMessage for each record
    -- EnableBulkMode = 1,     -- Use Bulk API (recommended for 5,000+ rows)
    EnableParallelThreads = 1, -- Use multiple threads for real-time inserts
    MaxParallelThreads = 6     -- Set maximum number of threads
)

DML - Upsert Lookup Field Value Using External ID Instead of Salesforce ID

[relationship_name.external_id_field_name(child_object_name)]

Owner.SomeExternalId__c(User)

relationship_name.external_id_field_name

FieldName = null

AccountId = null

relation_name.external_id_name(target_table) = null

-- Upsert record into Salesforce Account object
UPSERT INTO Account (
    Name,
    BillingCity,
    [Owner.SomeExternalId__c(User)]  -- Use external ID field on related Owner (User) object
)
VALUES (
    'mycompany name',
    'New York',
    'K100'  -- External ID value of the User (Owner)
)
WITH (
    KEY = 'SupplierId__c',  -- External ID field used for UPSERT on Account object
    Output = 1              -- Return __RowStatus and __ErrorMessage for result diagnostics
)

Supported WITH Properties in BULK Mode

When using the ZappySys Salesforce ODBC Driver with BULK mode, you can pass additional options using the WITH clause to customize behavior.
Here are other supported properties commonly used BULK mode:

INSERT INTO Account/UPDATE Account/DELETE FROM Account
SOURCE(...)
WITH(
Output=1 /*Other values can be Output='*' , Output=1 , Output=0 , Output='Col1,Col2...ColN'.  When Output option is supplied then error is not thrown but you can capture status and message in __RowStatus and __ErrorMessage output columns*/
,EnableBulkMode=1 --use Job Style Bulk API (uses 10000 rows per batch rather than 200)
--,MaxRowsPerJob=500000 --useful to control memory footprint in driver
--,ConcurrencyMode='Default' /* or 'Parallel' or 'Serial' - Must set BulkApiVersion=2 to use this, Bulk API V1 doesnt support this yet. If you get locking errors then change to Serial*/
--,BulkApiVersion=2 --default is V1
--,IgnoreFieldsIfInputNull=1 --Set this option to True if you wish to ignore fields if input value is NULL. By default target field is set to NULL if input value is NULL.
--,FieldsToSetNullIfInputNull='SomeColum1,SomeColumn5,SomeColumn7' --Comma separated CRM entity field names which you like to set as NULL when input value is NULL. This option is ignored if IgnoreFieldsIfInputNull is not set to True.
--,AssignmentRuleId='xxxxx' --rule id to invoke on value assignment
--,UseDefaultAssignmentRule=1 --sets whether you like to use default rule
--,AllOrNone=1 --If true, any failed records in a call cause all changes for the call to be rolled back. Record changes aren't committed unless all records are processed successfully. The default is false. Some records can be processed successfully while others are marked as failed in the call results.
--,OwnerChangeOptions='option1,option2...optionN' -- use one or more options from below. Use '-n' suffix to disable option execution e.g. TransferOpenActivities-n
-->>> Available owner change options: EnforceNewOwnerHasReadAccess,TransferOpenActivities,TransferNotesAndAttachments,TransferOthersOpenOpportunities,TransferOwnedOpenOpportunities,TransferOwnedClosedOpportunities,TransferOwnedOpenCases,TransferAllOwnedCases,TransferContracts,TransferOrders,TransferContacts,TransferArticleOwnedPublishedVersion,TransferArticleOwnedArchivedVersions,TransferArticleAllVersions,KeepAccountTeam,KeepSalesTeam,KeepSalesTeamGrantCurrentOwnerReadWriteAccess,SendEmail
-->>> For more information visit https://zappysys.com/link/?id=10141
--,AllowFieldTruncation=1 --If true, truncate field values that are too long, which is the behavior in API versions 14.0 and earlier.
--,AllowSaveOnDuplicates=1 --Set to true to save the duplicate record. Set to false to prevent the duplicate record from being saved.
--,EnableParallelThreads=1 --Enables sending Data in multiple threads to speedup. This option is ignored when bulk mode enabled (i.e. EnableBulkMode=1)
--,MaxParallelThreads=6 --Maximum threads to spin off to speedup write operation. This option is ignored when bulk mode enabled (i.e. EnableBulkMode=1)
--,TempStorageMode='Disk' --or 'Memory'. Use this option to overcome OutOfMemory Error if you processing many rows. This option enables how Temp Storage is used for query processing. Available options 'Disk' or 'Memory' (Default is Memory)
)

More Examples and Documentation

Conclusion

In this article we showed you how to connect to Salesforce in Azure Data Factory (SSIS) and integrate data without any coding, saving you time and effort. It's worth noting that ZappySys Salesforce Driver allows you to connect not only to Salesforce, but to any Java application that supports JDBC (just use a different JDBC driver and configure it appropriately).

We encourage you to download Salesforce Connector for Azure Data Factory (SSIS) and see how easy it is to use it for yourself or your team.

If you have any questions, feel free to contact ZappySys support team. You can also open a live chat immediately by clicking on the chat icon below.

Download Salesforce Connector for Azure Data Factory (SSIS) Documentation

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