Build Data Flows from Tableau CRM Analytics 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 Tableau CRM Analytics inside of a SQL Server SSIS workflow to transfer Tableau CRM Analytics data into a Microsoft SQL Server database.

Add the Components

To get started, add a new Tableau CRM Analytics source and SQL Server ADO.NET destination to a new data flow task.

Create a New Connection Manager

Follow the steps below to save Tableau CRM Analytics 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 TableauCRM. The CData Tableau CRM Analytics Connection Manager is displayed.
3. Configure connection properties.

   Tableau CRM Analytics uses the OAuth 2 authentication standard. Obtain the OAuthClientId and OAuthClientSecret by registering an app with Tableau CRM Analytics.

   See the Getting Started section of the Help documentation for an authentication guide.

   Multi-Factor Authentication (MFA)

   If the connected 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 alongside the standard OAuth flow.

   👁 Configuring a connection (Salesforce is shown).
   

Configure the Tableau CRM Analytics Source

Follow the steps below to specify the query to be used to extract Tableau CRM Analytics data.

1. Double-click the Tableau CRM Analytics 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 Name, CloseDate FROM Dataset_Opportunity
   

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