Build Data Flows from Salesforce Marketing 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 Marketing inside of a SQL Server SSIS workflow to transfer Salesforce Marketing data into a Microsoft SQL Server database.

Add the Components

To get started, add a new Salesforce Marketing 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 Marketing 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 SFMarketingCloud. The CData Salesforce Marketing Connection Manager is displayed.
3. Configure connection properties.

   Authenticating to the Salesforce Marketing Cloud APIs

   Set the and to your login credentials, or to the credentials for a sandbox user if you are connecting to a sandbox account.

   Connecting to the Salesforce Marketing Cloud APIs

   By default, the data provider connects to production environments. Set to true to use a Salesforce Marketing Cloud sandbox account.

   The default Instance is s7 of the Web Services API; however, if you use a different instance, you can set .

   👁 Configuring a connection (Salesforce is shown).
   

Configure the Salesforce Marketing Source

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

1. Double-click the Salesforce Marketing 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 Id, Status FROM Subscriber
   

   👁 The SQL query to retrieve records. (Salesforce is shown.)
   
4. Close the Salesforce Marketing 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 Marketing 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 Marketing data.