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Export Data from SQL Server to Salesforce through SSIS
Easily push SQL Server data to Salesforce using the CData SSIS Tasks for Salesforce.
SQL Server databases are commonly used to store enterprise records. It is often necessary to move this data to other locations. The CData SSIS Task for Salesforce allows you to easily transfer Salesforce data. In this article you will export data from SQL Server to Salesforce.
About Salesforce Data Integration
Accessing and integrating live data from Salesforce has never been easier with CData. Customers rely on CData connectivity to:
- Access to custom entities and fields means Salesforce users get access to all of Salesforce.
- Create atomic and batch update operations.
- Read, write, update, and delete their Salesforce data.
- Leverage the latest Salesforce features and functionalities with support for SOAP API versions 30.0.
- See improved performance based on SOQL support to push complex queries down to Salesforce servers.
- Use SQL stored procedures to perform actions like creating, retrieving, aborting, and deleting jobs, uploading and downloading attachments and documents, and more.
Users frequently integrate Salesforce data with:
- other ERPs, marketing automation, HCMs, and more.
- preferred data tools like Power BI, Tableau, Looker, and more.
- databases and data warehouses.
For more information on how CData solutions work with Salesforce, check out our Salesforce integration page.
Getting Started
Add Source and Destination Components
To get started, add a new ADO.NET Source control and a new Salesforce Destination control to the data flow task.
Configure the ADO.NET Source
Follow the steps below to specify properties required to connect to the SQL Server instance.
- Open the ADO.NET Source and add a new connection. Enter your server and database information here.
- In the Data access mode menu, select "Table or view" and select the table or view to export into Salesforce.
- Close the ADO NET Source wizard and connect it to the destination component.
Create a New Connection Manager for Salesforce
Follow the steps below to set required connection properties in the Connection Manager.
- Create a new connection manager: In the Connection Manager window, right-click and then click New Connection. The Add SSIS Connection Manager dialog is displayed.
- Select CData Salesforce Connection Manager in the menu.
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Configure the connection properties.
There are several authentication methods available for connecting to Salesforce: Login, OAuth, and SSO. The Login method requires you to have the username, password, and security token of the user.
If you do not have access to the username and password or do not wish to require them, you can use OAuth authentication.
SSO (single sign-on) can be used by setting the SSOProperties, SSOLoginUrl, and TokenUrl connection properties, which allow you to authenticate to an identity provider. See the "Getting Started" chapter in the help documentation for more information.
Configure the Salesforce Destination
In the destination component Connection Manager, define mappings from the SQL Server source table into the Salesforce destination table and the action you want to perform on the Salesforce data. In this article, you will insert Account entities to Salesforce.
- Double-click the Salesforce destination to open the destination component editor.
- In the Connection Managers tab, select the connection manager previously created.
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In the Use a Table, menu, select Account.
In the Action menu, select Insert.
![]( "The destination table and action to be performed.")
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On the Column Mappings tab, configure the mappings from the input columns to the destination columns.
![]( "The mappings from the SQL Server source to the SSIS destination component.")
Run the Project
You can now run the project. After the SSIS Task has finished executing, data from your SQL table will be exported to the chosen table.
Ready to get started?
Download a free trial of the Salesforce SSIS Component to get started:
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Salesforce SSIS Components
Powerful SSIS Source & Destination Components that allows you to easily connect SQL Server with live Salesforce account data through SSIS Workflows.
Use the Salesforce Data Flow Components to synchronize with Salesforce Leads, Contacts, Opportunities, Accounts, etc. Perfect for data synchronization, local back-ups, workflow automation, and more!
