Salesforce Connector for SSISSalesforce 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). If you are new to SSIS and ZappySys SSIS PowerPack then check these links to get started:
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Connect to Salesforce in other apps
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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 perform steps listed in this article, you will need to make sure following prerequisites are met:- SSIS designer installed. Sometimes it is referred as BIDS or SSDT (download it from Microsoft site).
- Basic knowledge of SSIS package development using Microsoft SQL Server Integration Services.
- Make sure ZappySys SSIS PowerPack is downloaded and installed (download it). Check Getting started section for more information.
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.
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Begin with opening Visual Studio and Create a New Project.
Select Integration Service Project and in new project window set the appropriate name and location for project. And click OK.
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In the new SSIS project screen you will find the following:
- SSIS ToolBox on left side bar
- Solution Explorer and Property Window on right bar
- Control flow, data flow, event Handlers, Package Explorer in tab windows
- 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. -
Now, Drag and Drop SSIS Data Flow Task from SSIS Toolbox. Double click on the Data Flow Task to see Data Flow designer.
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From the SSIS toolbox drag and drop ZS SalesForce Source on the data flow designer surface, and double click on it to edit it:
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Select New Connection to create a new connection:
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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.
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Read data from SalesForce table using SalesForce Source(Query Mode & Table Mode).
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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
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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
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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.
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Read the data from the source, being any desired source component. In example we will use ZappySys Dummy Data Source component.
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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.
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Select New Connection to create a new connection:
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Now, In the Component Properties, Set Operation to UpdateOrInsert, select TableName and UpsertKeyField.
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In the Columns Mappings Tab, Map Primary Column and other you want to update or insert records.
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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 read data from the desired source, now let's see how to Load Salesforce data in SQL Server using Upsert Destination. Upsert Destination can Merge/Synchronize data from source to target for Microsoft SQL Server, PostgreSql and Redshift. It supports very fast Bulk Upsert (Update or Insert) operation along and Bulk delete.
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From the SSIS toolbox drag and drop Upsert Destination on the dataflow designer surface
Connect our Source component to Upsert Destination
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Double click on Upsert Destination component to configure it.
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Select the desired Microsoft SQL Server/PostgreSql/Redshift Target Connection or click NEW to create new connection. Select Target Table or click NEW to create new table based on source columns.
Configure SSIS Upsert Destination Connection - Loading data (REST / SOAP / JSON / XML /CSV) into SQL Server or other target using SSIS -
Set Action to Upsert => (insert if not matching in target else update). Select Target Connection and Target Table. Check on Insert and Update. Click on Map All to Mappings all columns and check on Only Primary Key columns.
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Click on OK to save Upsert Destination settings UI.
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That's it. Run the SSIS Package and it will read the data from the Salesforce and load the data in the SQL Server/PostgreSql/Redshift using Upsert Destination.
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 How to design, debug, deploy, schedule SSIS Package (In SQL Agent and Catalog) article to see how to do it.
Conclusion
In this article we discussed how to connect to Salesforce in SSIS and integrate data without any coding. Click here to Download Salesforce Connector for SSIS and try yourself see how easy it is. If you still have any question(s) then ask here or simply click on live chat icon below and ask our expert (see bottom-right corner of this page).
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