Automated Continuous Salesforce Data Replication to OneLake in Microsoft Fabric

Always-on applications rely on automatic failover capabilities and real-time data access. CData Sync integrates live Salesforce data into your OneLake instance in Microsoft Fabric, allowing you to consolidate all your data into a single location for archiving, reporting, analytics, machine learning, artificial intelligence and more.

Getting Started

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Configure OneLake as a Replication Destination

Using CData Sync, you can replicate Salesforce data to OneLake. To add a replication destination, navigate to the Connections tab.

1. Click Add Connection. 👁 Add a new conncetion.
   
2. Click Destinations tab and locate the Azure OneLake connector. 👁 Search for Azure OneLake connector to configure.
   
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 OneLake connector. For more information about installing new connectors, see Connections in the Help documentation.
4. After the connected is added, enter the following Basic connection properties under Settings to connect to OneLake:
   • Connection Name: Enter a connection name of your choice.
   • File Format: Select the file format that you want to use. Sync supports the CSV, PARQUET, and AVRO file formats.
   • URI: Enter the path of the file system and folder that contains your files (for example, onelake://Workspace/Test.LakeHouse/Files/CustomFolder).
   • Auth Scheme: To connect with an Azure Active Directory (AD) user account, select Azure AD for Auth Scheme. CData Sync provides an embedded OAuth application with which to connect so no additional properties are required.
   • Data Model: Specify the data format to use while parsing the selected file format documents and generating the database metadata.
   • If you are hosting CData Sync (locally or in your own cloud):
     • Use CData CallbackURL: Disable the toggle.
     • Callback URL: Enter the Callback URL.
   • If you are using CData Sync Cloud, leave the Use CData CallbackURL toggle enabled.
   👁 Enter the connection details.
   👁 Enter the connection details (contd.).
   
5. Navigate to the Advanced tab and scroll down to the Miscellaneous section.
6. In Include Files, enter the file format initially selected.
7. Select Create from Insert Mode dropdown. The other Insert Mode options are Overwrite and Batch. 👁 Select an Insert Mode.
   
8. Now, navigate back to Basic settings and click Connect to Azure OneLake.
9. Once connected, click Create & Test to save the connection. 👁 Save the connection.
   

You are now connected to OneLake 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.

In this article, we will demonstrate how to load Salesforce data into OneLake and utilize it as a destination.

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.

Edit the Job

1. In the Advanced tab of the Job, click Edit Replicate Options and select the Insert Mode as Single File from the dropdown (If the Insert Mode is selected as "Create" in the OneLake connector.) 👁 Edit Replicate Options and select the insert mode.
   
2. In "Batch" mode, you need to set the Insert Mode in Jobs to File Per Batch.
3. In "Overwrite" mode, both Single File and File Per Batch work.

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 OneLake, and click Add Tasks again.

👁 Choose entire tables 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.

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 OneLake.

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 have seen how to replicate Salesforce data into OneLake, visit our CData Sync page to explore more about CData Sync 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.