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URL: https://www.cdata.com/kb/tech/salesforce-sync-multiple-accounts.rst

⇱ Replicate Multiple Salesforce Accounts via the CData Sync CLI

Replicate Multiple Salesforce Accounts via the CData Sync CLI

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Replicate multiple Salesforce accounts to one or many databases.

CData Sync for Salesforce is a stand-alone application that provides solutions for a variety of replication scenarios such as replicating sandbox and production instances into your database. Both Sync for Windows and Sync for Java include a command-line interface (CLI) that makes it easy to manage multiple Salesforce connections. In this article we show how to use the CLI to replicate multiple Salesforce accounts.

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


Configure Salesforce Connections

You can save connection and email notification settings in an XML configuration file. To replicate multiple Salesforce accounts, use multiple configuration files. Below is an example configuration to replicate Salesforce to SQLite:

Windows

<?xml version="1.0" encoding="UTF-8" ?>
<CDataSync>
 <DatabaseType>SQLite</DatabaseType>
 <DatabaseProvider>System.Data.SQLite</DatabaseProvider>
 <ConnectionString>InitiateOAuth=GETANDREFRESH;MFACode=YourMFACode</ConnectionString>
 <ReplicateAll>False</ReplicateAll>
 <NotificationUserName></NotificationUserName>
 <DatabaseConnectionString>Data Source=C:\my.db</DatabaseConnectionString>
 <TaskSchedulerStartTime>09:51</TaskSchedulerStartTime>
 <TaskSchedulerInterval>Never</TaskSchedulerInterval>
</CDataSync>

Java

<?xml version="1.0" encoding="UTF-8" ?>
<CDataSync>
<DatabaseType>SQLite</DatabaseType>
 <DatabaseProvider>org.sqlite.JDBC</DatabaseProvider>
 <ConnectionString>InitiateOAuth=GETANDREFRESH;MFACode=YourMFACode</ConnectionString>
 <ReplicateAll>False</ReplicateAll>
 <NotificationUserName></NotificationUserName>
 <DatabaseConnectionString>Data Source=C:\my.db</DatabaseConnectionString>
</CDataSync>

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.

Configure Queries for Each Salesforce Instance

Sync enables you to control replication with standard SQL. The REPLICATE statement is a high-level command that caches and maintains a table in your database. You can define any SELECT query supported by the Salesforce API. The statement below caches and incrementally updates a table of Salesforce data: 

REPLICATE Account;

You can specify a file containing the replication queries you want to use to update a particular database. Separate replication statements with semicolons. The following options are useful if you are replicating multiple Salesforce accounts into the same database:

You can use a different table prefix in the REPLICATE SELECT statement: 

REPLICATE PROD_Account SELECT * FROM Account

Alternatively, you can use a different schema: 

REPLICATE PROD.Account SELECT * FROM Account

Run Sync

After you have configured the connection strings and replication queries, you can run Sync with the following command-line options:

Windows

SalesforceSync.exe -g MyProductionSalesforceConfig.xml -f MyProductionSalesforceSync.sql

Java

java -Xbootclasspath/p:c:\sqlitejdbc.jar -jar SalesforceSync.jar -g MyProductionSalesforceConfig.xml -f MyProductionSalesforceSync.sql