Salesforce Connector for SSIS In this article you will learn how to quickly and efficiently integrate Salesforce data in SSIS without coding. We will use high-performance Salesforce Connector to easily connect to Salesforce and then access the data inside 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). Let's follow the steps below to see how we can accomplish that! Download Documentation Salesforce Connector for 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).

Connect to Salesforce in other apps Connect to Salesforce in SQL Server Connect to Salesforce in Power BI Connect to Salesforce in SSRS Connect to Salesforce in Informatica Connect to Salesforce in MS Access Connect to Salesforce in MS Excel Connect to Salesforce in SSAS Connect to Salesforce in C# Connect to Salesforce in Python Connect to Salesforce in JAVA Connect to Salesforce in Tableau Connect to Salesforce in SAP Crystal Reports Connect to Salesforce in Azure Data Factory (Pipeline) Connect to Salesforce in Azure Data Factory (SSIS) Connect to Salesforce in Talend Studio Connect to Salesforce in UiPath Connect to Salesforce in PowerShell Connect to Salesforce in ODBC

Video Tutorial - Integrate Salesforce data in SSIS

This video covers following and more so watch carefully. After watching this video follow the steps described in this article.

• How to download / install required driver for Salesforce integration in SSIS
• How to configure connection for Salesforce
• Features about Salesforce Source (Authentication / Query Language / Examples / Driver UI)
• Using Salesforce Connection in SSIS

Prerequisites

Before we begin, make sure the following prerequisites are met:

1. SSIS designer installed. Sometimes it is referred as BIDS or SSDT (download it from Microsoft).
2. Basic knowledge of SSIS package development using Microsoft SQL Server Integration Services.
3. SSIS PowerPack is installed (if you are new to SSIS PowerPack, then get started!).

Read data from Salesforce in SSIS (Export data)

In this section we will learn how to configure and use Salesforce Connector in the SalesForce source to extract data from the Salesforce.

1. Begin with opening Visual Studio and Create a New Project.

2. Select Integration Service Project and in new project window set the appropriate name and location for project. And click OK.

3. In the new SSIS project screen you will find the following:

   1. SSIS ToolBox on left side bar
   2. Solution Explorer and Property Window on right bar
   3. Control flow, data flow, event Handlers, Package Explorer in tab windows
   4. Connection Manager Window in the bottom
   
   Note: If you don't see ZappySys SSIS PowerPack Task or Components in SSIS Toolbox, please refer to this help link.

4. Now, Drag and Drop SSIS Data Flow Task from SSIS Toolbox. Double click on the Data Flow Task to see Data Flow designer.

   

5. From the SSIS toolbox drag and drop ZS SalesForce Source on the data flow designer surface, and double click on it to edit it:
   

6. Select New Connection to create a new connection:
   

7. Now in Connection Manager UI, Enter your SalesForce Credentials (User Name, Password and Security Token), and leave all other properties as it is.

   In the Error Retry Settings, you can use more settings.

   

   Click on Test Connection to check configure correct or not. Upon Test Connection Successful, Click on OK button to save Salesforce Connection Manager configure setting UI.

8. Read data from SalesForce table using SalesForce Source(Query Mode & Table Mode).

   • How to read data from SalesForce table using SalesForce Source(Query Mode).

     Here, we are getting data using Query Mode with Dynamic expression value.

     Lets, create a Variable with correct DataType and Value, use following image.

     

     Double click on SalesForce Source component to configure it.

     Select connection we have created before, set AccessMode to Query, Enter Following Query and Replace Variables if differ name. Click here for more SOQL Query Examples

     SELECT Id, Name, BillingCountry, NumberOfEmployees FROM Account WHERE Name LIKE '{{User::Name}}' and BillingCountry = '{{User::BillingCountry}}' and NumberOfEmployees >= {{User::NumberOfEmployees}}

     Click on Preview button to see Data Preview

     

     Click on OK button to save configure setting UI

   • How to read data from SalesForce table using SalesForce Source(Table Mode).

     Select connection we have created before, set AccessMode to Table and Select Tables from table dropdown list.

     

     Click on OK button to save configure setting UI

9. That's it; we are done. In a few clicks we configured the call to SalesForce using ZappySys Salesforce Connector

Write to Salesforce in SSIS (Import data)

In upper section we learned how to read data, now in this section we will learn how to configure Salesforce in the Salesforce Destination to Post data to the Salesforce.

1. Read the data from the source, being any desired source component. In example we will use ZappySys Dummy Data Source component.

2. From the SSIS Toolbox drag and drop ZS Salesforce Destination on the Data Flow Designer surface and connect source component with it, and double click to edit it.
   

3. Select New Connection to create a new connection:
   

   

4. Now, In the Component Properties, Set Operation to UpdateOrInsert, select TableName and UpsertKeyField.

   

5. In the Columns Mappings Tab, Map Primary Column and other you want to update or insert records.

   

6. Now, Click on OK button to save SalesForce Destination configure setting UI.

   That's it; We successfully configured the SalesForce Call. In a few clicks we configured the Salesforce call using ZappySys Salesforce Connector.

Load Salesforce data into SQL Server using Upsert Destination (Insert or Update)

Once you configured the data source, you can load Salesforce data into SQL Server using Upsert Destination.

Upsert Destination can merge or synchronize source data with the target table. It supports Microsoft SQL Server, PostgreSQL, and Redshift databases as targets. Upsert Destination also supports very fast bulk upsert operation along with bulk delete.

1. From the SSIS Toolbox drag-and-drop Upsert Destination component onto the Data Flow designer background.

2. Connect your SSIS source component to Upsert Destination.

3. Double-click on Upsert Destination component to open configuration window.

4. Start by selecting the Action from the list.

5. Next, select the desired target connection or create one by clicking <New [provider] Connection> menu item from the Target Connection dropdown.

6. Then select a table from the Target Table list or click New button to create a new table based on the source columns.

7. Continue by checking Insert and Update options according to your scenario (e.g. if Update option is unchecked, no updates will be made).

8. Finally, click Map All button to map all columns and then select the Key columns to match the columns on:

   

9. Click OK to save the configuration.

10. Run the package and Salesforce data will be merged with the target table in SQL Server, PostgreSQL, or Redshift:

    

11. Done!

Deploy and schedule SSIS package

After you are done creating SSIS package, most likely, you want to deploy it to SQL Server Catalog and run it periodically. Just follow the instructions in this article:

• How to design, debug, deploy, schedule SSIS Package (In SQL Agent and Catalog)

Running SSIS package in Azure Data Factory (ADF)

To use SSIS PowerPack in ADF, you must first prepare Azure-SSIS Integration Runtime. Follow this link for detailed instructions:

• Preparing ADF instance to use SSIS PowerPack

Conclusion

In this article we showed you how to connect to Salesforce in SSIS and integrate data without any coding, saving you time and effort. We encourage you to download Salesforce Connector for 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 SSIS Documentation

More integrations

Other connectors for SSIS

Amazon Ads

Amazon Selling Partner (SP-API)

Asana

Azure DevOps

Cosmos DB

DropBox

ElasticSearch

FastSpring

Google Ads

Google BigQuery

Google Calendar

Google Drive

Google Sheets

Hubspot

Jira

Mailchimp

ManagedEngine ServiceDesk Plus (Zoho)

OData

OneDrive

Outlook Mail (Office 365)

Power BI

ServiceNow

SharePoint Online

Shopify

Smartsheet

Stripe

YouTube

Zendesk

Zoho CRM

Zoho SalesIQ

Zoom

REST API

JSON

JSON File

XML

SOAP

XML File

JDBC-ODBC Bridge

Salesforce

CSV

Amazon S3 JSON File

Amazon S3 XML File

Amazon S3 CSV File

Azure Blob JSON File

Azure Blob XML File

Azure Blob CSV File

FTP/SFTP JSON File

FTP/SFTP XML File

FTP/SFTP CSV File

Build your own Custom API Connector

Other application integration scenarios for Salesforce

SQL Server

Power BI

SSRS

Informatica

MS Access

MS Excel

SSAS

C#

Python

JAVA

Tableau

SAP Crystal Reports

Azure Data Factory (Pipeline)

Azure Data Factory (SSIS)

Talend Studio

UiPath

PowerShell

ODBC

Common Searches: