Build Data Flows from Salesforce to SQL Server using SSIS

Using SQL Server as a backup for critical business data provides an essential safety net against loss. Backing up data to SQL Server enables business users to more easily connect that data with features like reporting, analytics, and more.

This example demonstrates how to use the CData SSIS Tasks for Salesforce inside of a SQL Server SSIS workflow to transfer Salesforce data into a Microsoft SQL Server database.

Getting Started

---

Add the Components

To get started, add a new Salesforce source and SQL Server ADO.NET destination to a new data flow task.

Create a New Connection Manager

Follow the steps below to save Salesforce connection properties in a connection manager.

1. In the Connection Manager window, right-click and then click New Connection. The Add SSIS Connection Manager dialog is displayed.
2. In the Connection Manager type menu, select Salesforce. The CData Salesforce Connection Manager is displayed.
3. Configure connection properties.

   There are several authentication methods available for connecting to Salesforce: OAuth, Login (or basic), and SSO. The Login method requires you to have the username, password, and security token of the user.

   OAuth Authentication (default)

   The default authentication mechanism (and the one preferred by Salesforce) is OAuth. To use OAuth with CData's embedded OAuth application, leave the connection properties blank. If you have configured your own custom OAuth application with Salesforce (see the Help documentation for more information), set OAuthClientId, OAuthClientSecret, and CallbackURL to the properties for you application. Set InitiateOAuth to the desired OAuth flow ("GETANDREFRESH" will have the connector manage the entire OAuth flow).

   Login (or Basic) Authentication

   If you do not wish do not wish to use OAuth authentication, you can use Login (or basic) authentication. Set AuthScheme to Basic, and set the User, Password, and SecurityToken properties. You can configure your security token in Salesforce.

   SSO (single sign-on) Authentication

   SSO (single sign-on) can be used by setting the SSOProperties, SSOLoginUrl, and SSOExchangeURL connection properties, which allow you to authenticate to an identity provider. See the "Getting Started" chapter in the Help documentation for more information.

   Multi-Factor Authentication (MFA)

   If your Salesforce org has MFA enforcement enabled, set MFACode to the time-based one-time passcode (TOTP) generated by your authenticator app (such as Salesforce Authenticator or Google Authenticator). MFACode applies to both OAuth and Login authentication flows.

   👁 Configuring a connection (Salesforce is shown).
   

Configure the Salesforce Source

Follow the steps below to specify the query to be used to extract Salesforce data.

1. Double-click the Salesforce source to open the source component editor.
2. In the Connection Manager menu, select the connection manager previously created.
3. Specify the query to use for the data extraction. For example:

   SELECT Contact.Name, SUM(Account.AnnualRevenue) FROM Contact, Account GROUP BY Contact.Name
   

   👁 The SQL query to retrieve records. (Salesforce is shown.)
   
4. Close the Salesforce Source control and connect it to the ADO.NET Destination.

Configure the SQL Server Destination

Follow the steps below to specify the SQL server table to load the Salesforce data into.

1. Open the ADO.NET Destination and add a New Connection. Enter your server and database information here.
2. In the Data access mode menu, select "table or view".
3. In the Table Or View menu, select the table or view to populate.
4. Configure any properties you wish to on the Mappings screen. 👁 The mappings from the SSIS source component to SQL Server. (Salesforce is shown.)
   

Run the Project

You can now run the project. After the SSIS Task has finished executing, your database will be populated with Salesforce data.