Automated Continuous Salesforce Data Cloud Replication to SQL Server

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

Configure SQL Server as a Replication Destination

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

1. Click Add Connection. 👁 Add a new connection.
   
2. Select the Destinations tab and locate the SQL Server connector. 👁 Configure a Destination connection to SQL Server.
   
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 SQL Server connector. For more information about installing new connectors, see Connections in the Help documentation.
4. To connect to SQL Server, set the following connection properties:
   • Connection Name: Enter a connection name of your choice for the SQL Server connection.
   • Server: Enter the name or network address of the computer running SQL Server.
   • Port: Enter the port used to connect to the server hosting the SQL Server database.
   • Database: Enter the name of the SQL Server database.
   • User: Enter the username provided for authentication with SQL Server, if using forms authentication.
   • Password: Enter the password provided for authentication with SQL Server, if using forms authentication.

   Java Edition

   The Java version requires the Microsoft SQL Server JDBC driver, which can be downloaded from the Microsoft Download Center. Copy the JDBC driver to the lib folder of your Java Web server to make a connection.

   👁 Enter the connection details.
   
5. Once connected, click Create & Test to create, test and save the connection.

You are now connected to SQL Server 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 Cloud data into SQL Server and utilize it as a destination.

Configure the Salesforce Data Cloud Connection

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

1. Click Add Connection.
2. Select a source (Salesforce Data Cloud).
3. Configure the connection properties.
   
   

   Salesforce Data Cloud supports authentication via the OAuth standard.

   OAuth

   Set to OAuth.

   Desktop Applications

   CData provides an embedded OAuth application that simplifies authentication at the desktop.

   You can also authenticate from the desktop via a custom OAuth application, which you configure and register at the Salesforce Data Cloud console. For further information, see Creating a Custom OAuth App in the Help documentation.

   Before you connect, set these properties:

   • : GETANDREFRESH. You can use to avoid repeating the OAuth exchange and manually setting the .
   • (custom applications only): The Client ID assigned when you registered your custom OAuth application.
   • (custom applications only): The Client Secret assigned when you registered your custom OAuth application.

   When you connect, the driver opens Salesforce Data Cloud's OAuth endpoint in your default browser. Log in and grant permissions to the application.

   The driver then completes the OAuth process as follows:

   • Extracts the access token from the callback URL.
   • Obtains a new access token when the old one expires.
   • Saves OAuth values in so that they persist across connections.

   For other OAuth methods, including Web Applications and Headless Machines, refer to the Help documentation.

   👁 Configuring a Source connection (Salesforce is shown).
   
   • Click Connect to Salesforce Data Cloud to ensure that the connection is configured properly.
   • 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 Data Cloud tables you wish to replicate into SQL Server, 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 Cloud data to SQL Server.

Run the Replication Job

Once all the required configurations are made for the job, select the Salesforce Data Cloud 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 Cloud data into SQL Server, 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.