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

⇱ Replicate Salesforce Data to Multiple Databases

Replicate Salesforce Data to Multiple Databases

👁 Cameron Leblanc
Cameron Leblanc
Senior Technology Evangelist
Replicate Salesforce data to disparate databases with a point-and-click configuration.

Always-on applications rely on automatic failover capabilities and real-time access to data. CData Sync integrates live Salesforce data into your mirrored databases, always-on cloud databases, and other databases such as your reporting server: Automatically synchronize with remote Salesforce data from Windows.

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 Replication Destinations

Using CData Sync, you can replicate data from Salesforce to any number of databases, both cloud-based and on-premises. In this example, we use SQLite as the replication destination to demonstrate the process. To add it as a destination, navigate to the Connections tab.

For each destination database:

  1. Click Add Connection. 👁 Add a new connection.
  2. Select the Destinations tab and locate the SQLite connector. 👁 Configure a Destination connection to SQLite.
  3. Click the Configure Connection icon at the end of that row to open the New Connection page. If the Configure Connection icon is not available, click the Download Connector icon to install the SQLite connector. For more information about installing new connectors, see Connections in the Help documentation.
  4. To connect to SQLite, set the following connection properties:
    • Connection Name: Enter a connection name of your choice.
    • Data Source: Enter the path to the database. You can replicate to an existing database or to a new one. The application must have permission to access the database.
    5. 👁 Enter the connection details.
  5. Once connected, click Create & Test to create, test and save the connection.

You are now connected to SQLite and can use it as both a source and a destination.

NOTE: You can use the Label feature to add a label for a source or a destination.

👁 Add a label.

Configure the Salesforce Connection

You can configure a connection to Salesforce from the Connections tab. To add a connection to your Salesforce account, navigate to the Connections tab.

  1. Click Add Connection.
  2. Select a source (Salesforce).
  3. Configure the 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 Source connection (Salesforce is shown).
  4. Click Connect to Salesforce to ensure that the connection is configured properly.
  5. Click Save & Test to save the changes.

Configure Replication Queries

CData Sync enables you to control replication with a point-and-click interface and with SQL queries. For each replication you wish to configure, navigate to the Jobs tab and click Add Job. Select the Source and Destination for your replication.

👁 Select Source and Destination connections for the replication.

Replicate Entire Tables

To replicate an entire table, navigate to the Task tab in the Job, click Add Tasks, choose the table(s) from the list of Salesforce tables you wish to replicate into SQLite, and click Add Tasks again.

👁 Choose the account table to replicate (Salesforce is shown).

Customize Your Replication

You can use the Columns and Query tabs of a task to customize your replication. The Columns tab allows you to specify which columns to replicate, rename the columns at the destination, and even perform operations on the source data before replicating. The Query tab allows you to add filters, grouping, and sorting to the replication with the help of SQL queries. 👁 Configure a replication Transform.

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 the replication statements with semicolons. The following options are useful when replicating multiple Salesforce accounts into the same database:

  • Use a different table prefix in the REPLICATE SELECT statement: 

    REPLICATE PROD_Account SELECT * FROM Account;

  • Alternatively, use a different schema: 

    REPLICATE PROD.Account SELECT * FROM Account;

Schedule Your Replication

Select the Overview tab in the Job, and click Configure under Schedule. You can schedule a job to run automatically by configuring it to run at specified intervals, ranging from once every 10 minutes to once every month.

👁 Schedule your job to run automatically.

Once you have configured the replication job, click Save Changes. You can configure any number of jobs to manage the replication of your Salesforce data to disparate on-premises, cloud-based, and other databases.

Run the Replication Job

Once all the required configurations are made for the job, select the Salesforce table you wish to replicate and click Run. After the replication completes successfully, a notification appears, showing the time taken to run the job and the number of rows replicated.

👁 Run the job.

Free Trial & More Information

Now that you've seen how to replicate and configure multiple jobs to manage the replication of your Salesforce data to various on-premises, cloud-based, and other databases, visit our CData Sync page to learn more and download a free 30-day trial. Start consolidating your enterprise data today!

As always, our world-class Support Team is ready to answer any questions you may have.