In this section, we will discuss how to register OAuth App to call Salesforce API using Client ID / Secret rather than using your User Id / Password. Once you follow these steps below to register your Salesforce App (OAuth App), at the end you will get a Client ID (sometimes referred to as App Id) and Client Secret (or App Secret). These two pieces can be used later on to call Salesforce API using OAuth. So let's get started.

Register Salesforce App (OAuth)

1. Login into your account and go to Setup as shown below (click on gear icon at the top right corner):
2. Then in the search bar input "app" and open App Manager:
3. Then click New Connected App to create a new OAuth App: NOTE: In some version, it may say New External Client App

   Look for one of the following buttons:

   • New Connected App (Classic name)

   • New External Client App (Lightning name)

   
4. Give your App a name and: - Enable OAuth Settings - Set callback URL to following two URLs (one in each line) https://login.salesforce.com/services/oauth2/success https://zappysys.com/oauth - Add an OAuth scope you want or simply add "Full access". - Add "Perform requests on your behalf at any time (offline_token)" scope to get a refresh token so that you don't have to re-authenticate each time requesting an access token: IMPORTANT: You can use "Access and manage your data (api)" if you do not like to grant full permission to this app but make sure you request same permission from the caller app too  (Example on ZappySys Salesforce Connection UI -> Advanced Tab -> Set scope as "api offline_access" rather than "full offline_access"
5. Click "Save".

Get Client Id and Client Secret for Salesforce Connected App

Once the App is created, we need to find out the App Id / Secret so we can use it for API calls.

1. Go to App Manager
2. Find out the recently created App and click View (click on the small arrow to the right)
3. Once App page is loaded you can Copy Consumer Key and Consumer Secret (click on reveal to see). Also copy anyone Call back URL (We will need this for OAuth Connection > Advanced Tab > Call Back URL or Redirect URL property depending on which ZappySys Product / Driver you are using)
4. That's it, you can now use these 3 pieces to ZappySys OAuth connection UI or on Salesforce Connection UI (new version with OAuth support). The above screenshot shows where to enter these 3 pieces in the New Salesforce Connection. For the OAuth Connection, the redirect URL goes to the Advanced Tab > Callback URL textbox.

Get Client Id and Secret for Salesforce External Client App

If you created a new App by clicking on the New External Client App button, then your App may not be visible in the App Manager Screen. In that case, find it below way. [caption id="attachment_11637" align="alignnone" width="1222"] Get Client Id, Client Secret - For New External Client App[/caption]

Enable Client Credentials Grant (Non-Interactive Run-As)

If you like to enable Non-Interactive mode, just like UserId / Password Authentication, but without actually passing a real UserId or Password on the Connection UI, then you can enable Client Credentials Flow as below. NOTE: Only the New version of ZappySys Salesforce Connection supports Client Credentials Grant. Version released after Nov 1, 2025 supports this grant type. [caption id="attachment_11639" align="alignnone" width="419"] Enable Salesforce Client Credentials Grant (Run As)[/caption]

(OPTIONAL) Configure Salesforce OAuth refresh token validity

By default, Salesforce Refresh Token doesn't expire once you generate. If you want to change the default behavior, follow these steps.

1. Go to "Manage Connected Apps" menu item and press on your App name:
2. Click "Edit Policies" to configure refresh token validity:
3. Set "All users may self-authorize" and "Refresh token is valid until revoked" options:
4. Click "Save".

Using Salesforce Connection with OAuth App in SSIS / ODBC

Once you have Client ID / Secret, you can use it in the Salesforce Connection in SSIS Connector / ODBC Driver for Salesforce like below (Only the new version will have OAuth option)

Troubleshooting Known Issues

Let’s look at some common issues with Salesforce Connection and how to fix them.

OAuth Error: Missing Required Code Challenge

When you click Generate Token button, you may get an error like the one below.

Salesforce OAuth Generate Token Error – Missing Required Code Challenge

Solution

Here is how to fix it.

For Salesforce Connection UI: Go to Advanced Tab => Check Enable PKCE Code Verifier option
–OR–
For OAuth Connection UI: Go to OAuth2 Grant Options Tab => Check Enable Code Verifier Option

Enable PKCE code verifier option – OAuth Connection for Salesforce.

The post How to register Salesforce App and obtain Client ID / Secret (for API Call / OAuth) appeared first on ZappySys Blog.

Download Salesforce Attachment in SSIS can be difficult the first time. In this new article, we will show how to download an Attachment from the Salesforce Source into a file using SSIS. Working with images is always tricky the first time. However, with the right article, this process is really simple. This article will show you how simple it is to do it.

Salesforce is an extremely powerful CRM based in the cloud. This company was created in California, San Francisco and it is a very common request to get the information from the cloud into a file automatically. These can be achieved with our ZappySys SSIS PowerPack plus some SSIS tasks.

Requirements

In order to do it, we will need the following components:

1. SSDT for SSIS installed
2. ZappySys SSIS Powerpack installed
3. A connection to Salesforce. In order to create a connection to Salesforce, check this video or check our article related.
4. Finally, we will need a file in Salesforce to download.

Getting Started

Creating the connection

1. First of all, in SSDT, create a new SSIS project
2. In order to create a connection in SSDT, go to the connection manager, and select a new connection.
   

   ssis-create-salesforce-connection

3. Also, Select the ZS Salesforce connection. This new connection is created by the ZS SSIS PowerPack plugin mentioned in the requirements. With this connection, we can easily connect to Salesforce and get the Information.
   

   Select SSIS Salesforce connection

4. Finally, write your email, password, and token. For more information about getting the token, please check our article related.
   

   Salesforce credentials in SSIS

Creating the package

1. First of All, Drag and drop the Data Flow Task from SSIS Toolbox and double-click it to edit.
   

   Drag and Drop : Data Flow Task from SSIS Toolbox

2. Secondly, in the Data Flow, we will use the Salesforce Source to connect to Salesforce and get the attachments.
   

   Drag and Drop: Salesforce Source from SSIS Toolbox

3. For this purpose, we will use the attachment table from Salesforce.
4. In addition, we will get the columns from the table. The image is in the body, however, we have additional columns like the id, name, ContenType, BodyLenght, createDate, and more:
   

   SSIS Salesforce Columns

5. Next, we will need to drag and drop SSIS Derived Column from the SSIS Toolbox below the Salesforce Source and connect it.
   

   Drag and drop the Derived Column

6. Double-click on the derived column, to specify the path to store the image in a local folder.
   

   SSIS-derived column download image salesforce

7. Now let’s, drag and drop SSIS Export Column from the SSIS Toolbox >> Other Transforms.
   

   Drag and drop Export Column

8. Double-click on the Export column to download an image of the body. In the Extract Column map the Body column of File data and the Path Column to where you want to save that file.
   

   SSIS export column salesforce image

9. Finally, we will use the trash destination to get the image and finish the flow.
   

   SSIS Trash destination

10. Now, we are ready. Your package should be something like this:
    

    ssis-full-download-package

11. Run the package to test it.
12. If everything is fine, we will be able to see the file. As you can see Downloading Salesforce Attachment in SSIS is a straightforward process.

Conclusion

In conclusion, we learned in this article how to Download Salesforce Attachment in SSIS. Basically, you need to use the ZappySys salesforce source, then use the derived column to specify the path and the Export column to get the image. Finally, the ZS Trash destination will be used  If you liked this article, do not hesitate to continue testing and using ZappySys PowerPack for SSIS.

The post Download Salesforce Attachment in SSIS appeared first on ZappySys Blog.

In this release we focused on fixing some bugs with Dynamics CRM Source , Dynamics CRM Destination and Reporting Services Task.

Version 2.9.6.10621 [Jun 24, 2019]

New Features/Improvements

• NEW: Excel Source – Add option to read from any sheet by number rather than hard coded table name (e.g. $4$ , $5$ … )

Bug fixes

• FIX: Dynamics CRM Destination – Timeout property is ignored – You may get error – The request channel timed out while waiting for a reply after 00:00:59. Increase the timeout value passed to the call to Request or increase the SendTimeout value on the Binding
• FIX: Dynamics CRM Source – Virtual Fields not included in output or they are NULL
• FIX: General – Sometimes you may see blank OAuth Screen (If error occurred behind the scene)
• FIX: Reporting Services Task – LastStatus field not updated
• FIX: Reporting Services Task – Local report file throws dll load error at run time
• FIX: Reporting Services Task – You may get error on Save UI – Concurrency violation: the UpdateCommand affected 0 of the expected 1 records
• FIX: Salesforce Source – You may get NULL for related Object fields
• FIX: Upsert Destination – When you select all columns as Key – You may get error – Incorrect syntax near the keyword ‘WHEN’

The post SSIS PowerPack v2.9.5 released (Maintenance Release) appeared first on ZappySys Blog.

In this tutorial, you will learn how to read data from Salesforce to SQL Server using SSIS Salesforce Source.

In this article, we will extract Salesforce contacts and import them into a SQL Server database table. Also, you will learn how to do basic filtering on the contacts and get only a subset of them. Finally, we will briefly touch some additional advanced options of Salesforce Source component. Namely, you will learn how to convert datetime columns to different formats.

To achieve our goal we will use Salesforce Source SSIS component. Under the hood, it uses Salesforce API to make calls to, but you don’t have to be concerned about that:

Salesforce Source Connector

Prerequisites

1. SSIS designer installed. Sometimes it is referred as BIDS or SSDT (download it from Microsoft site).
2. Basic knowledge of SSIS package development using Microsoft SQL Server Integration Services.
3. A Salesforce account.
4. Any SQL Server database.
5. ZappySys SSIS PowerPack installed.

Step-by-Step – Read Salesforce data in SSIS

Get Salesforce Security Token

The first thing you will need to do to sync Salesforce with SQL Server is to get the Salesforce Security Token. You will need it for Salesforce Source Connector to connect to your Salesforce account:

1. Log in to your account using https://login.salesforce.com.
2. On the top right corner, press on your profile picture and click

   Settings

   :
   

   Getting Salesforce Security Token for use in Salesforce Connection Manager

3. On the top left corner, under My Personal Information select

   Reset My Security Token

    menu item:
   

   Resetting Salesforce Security Token

4. In the main window area click

   Reset Security Token

    button:
   

   Resetting Salesforce Security Token

5. Check your email for a new Security Token:
   

   Getting new Salesforce Security Token

Import Salesforce data into SQL Server

Once you have Security Token, you can start getting contacts from Salesforce and load them into SQL Server database table:

1. Open SSIS designer.
2. Create a new SSIS package and drag a Data Flow Task into the Control Flow from the SSIS Toolbox:
   

   Starting to create a SSIS package

3. Open Data Flow Task and then add Salesforce Source from SSIS toolbox:
   

   Using Salesforce Source to start exporting data

4. Start modifying Salesforce Source component and then press

   New

    button to create a new Salesforce Connection:
   

   Creating new Salesforce Connection for Salesforce Source

5. In a new window enter your Salesforce credentials and Security Token you have in your email. In advanced options group, you can select the environment in which the connection will work. Most likely, you want to use

   Production

   , so just select it in Service Type option.
   
   

   Salesforce Connection Manager configuration

6. Once you finished creating Salesforce Connection, select

   Contact

    as table you want to get data from. Be sure to have

   Table

    option selected in Access Mode. Also, below you can specify the size of the batch and the maximum number of rows (contacts in our case) to retrieve:
   

   Choosing Salesforce contacts table to export them to SQL Server

7. Close Salesforce Source configuration and in the Data Flow Task drag OLE DB Destination and connect it to Salesforce Source.
   

   Connecting Salesforce Source to OLE DB Destination

8. Open OLE DB Destination configuration, select or create a new connection; in this example, we are using LocalDB and tempdb database. Then select an existing table or create a new one by pressing

   New

    button. Finally, select

   Mappings

    option to map the columns and close the window:
   

   Choosing connection and table in OLE DB Destination

9. Run the package. In this example we extract 16 contacts and load them into a SQL table:
   

   Package execution result

10. Let’s open Salesforce page and take a look at the contacts source. We have 16 contacts here as well:
    

    Salesforce source contacts

11. After querying destination table using SSMS, we see that everything worked like it had to:
    

    Results: contacts exported from Salesforce into SQL Server

12. You are done!

What if things are more complicated? Queries and Data Filtering

Instead of accessing data using

Table

Query

Contact

• First of all, let’s create several variables, which we will use to get specific Salesforce contacts:
  

  Variables used to construct a dynamic query

  We will use

  Domain

   to filter contacts that have email with

  uog.com

   domain.
  

  From

    variable will help us filter the contacts based on the date, when they were created.
• Set

  Query

   in Access Mode option and input query below:
  

  Inputting a SOQL query into a Salesforce Source SSIS component

  Even this query looks much like T-SQL query, but in reality it is a SOQL query, an acronym for Salesforce Object Query Language.
  

  NOTE:

  • We are inputing {{User::From}} straight into a query and do not enclose it with single quotes, unlike in T-SQL.
  • You can explore more SOQL query examples by pressing « View Examples » button.
• Click

  Preview

   and you will see that only contacts that have domain “uog.com” were retrieved. Filtering on CreatedDate column was applied as well:
  

  Data preview for a subset of contacts

SOQL has some limitations, so check SOQL Limits on Objects page as well if you are writing a more complex query.

Advanced Options: Convert Datetime Columns

By default, datetime columns are outputted in

yyyy-MM-ddThh:mm:ss.fffZ

• Default format (e.g.

  2017-07-07T14:41:35.000Z

  )
• Local time (depends on your locale settings e.g.

  5/16/2017 14:41 PM

  )
• UTC time (depends on your locale settings, yet your time zone is taken into account, e.g.

  5/16/2017 11:41 PM

  )

Let’s take CreatedDate column and output it as UTC time:

1. Here is the preview of data, before conversion:
   

   Data preview before formatting datetime column

2. Now let’s output the CreatedDate column as UTC time:
   

   Salesforce Source Date/Time Handling

3. Let’s make another data preview. As you see CreatedDate time shifted to match UTC time:
   

   Data preview after formatting datetime column

Similarly, you can format input datetime columns, when you use

Query

Table

Common Errors

Deployment to Production

Download Sample Package

Be sure to download a sample SQL Server 2008 SSIS package, in case you want to try it right away (you can upgrade it to a higher version).

Conclusion

In this article, you learned how to export data from Salesforce to SQL Server. We used Salesforce Source to extract contacts from Salesforce and import them into a SQL Server database table. We did not have to configure much, just a few clicks and you were done. Also you learned how to use SOQL to write custom queries and filter out the data you don’t need. Finally, now you know how to convert datetime columns into Local and UTC time to match the format you expect in your database.

Keywords
Salesforce SQL Server Integration | Data loading Salesforce | Salesforce API SQL Server | Get data from Salesforce and load into SQL Server | Read data from Salesforce and write it to SQL Server  | Extract data from Salesforce to SQL Server

The post How to read Salesforce data in SSIS – Export to SQL Server appeared first on ZappySys Blog.