2022
Table of Contents |
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Overview |
The DBSync for Database To Salesforce Integration is an easy to use solution to integrate . It integrates Database with Salesforce objects like accounts, contacts, products, opportunity & opportunity line items.
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Data Flow |
This tutorial serves as an illustration for reading shows how to read various records from Database and writing write to the respective mapped objects of Salesforce . The table below table depicts shows the data flow between various tables of from Database to chosen Salesforce objects. The data flow various may be different for each implementation but serves only as reference.. The following table is just one of the examples:
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Process Map |
The process map for Database To Salesforce solution is as shown in image below image.:
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Prerequisites For Integration |
The integration prerequisites for this integration are as follows follows:
The username Username and password Password configured for Database connector Connector instance should have sufficient privilege to access the database which is required for integration.
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Configuring Source App |
The below are Follow the steps below to get started with a database and to configure the database connector.
Property | Description | Required |
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Username | Database usernameUsername | yesYes |
Password | Database passwordPassword | yesYes |
Host | Host name or IP address of the database server | yesYes |
Port | The port used to connect to database server | yesYes |
Database | The name of your database | yesYes |
Type | JDBC Driver for the Databases mentioned in the URL section in the same order.
| yesYes |
Database URL | JDBC connection string
| yesYes |
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Configuring Target App |
The below are Follow the steps to configure the DBSync's Salesforce connector Connector:
The table below table gives the required, and optional parameter , parameters to be set for establishing a connection of Salesforce from which you would like to can read the data and write to Salesforce.
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Property | Description | Required |
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UserName | The username to log into salesforce account. | yesYes |
Password | The password to login to salesforce account | Yes |
End-point | yesYes | |
Sid | Session Id | optionalOptional |
Transport.compression | For compression | optionalOptional |
Proxy Host | If you use a proxy server then put <<proxy ip or host>> | optionalOptional |
Proxy Port | If you use a proxy server then put <<proxy port>> | optionalOptional |
Proxy Username | If you use a proxy server then put <<proxy username>> | optionalOptional |
Proxy Password | If you use a proxy server then put <<proxy password>> | optionalOptional |
Accept Gzip | As Applicable | optionalOptional |
Send Gzip | As Applicable | optionalOptional |
Tip |
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For the sake of understanding, We we have chosen MySQL database with tables as contacts, customers, items, oppheader, opplineitem in which data from configured like - Contacts, Customers, Items, Oppheader, Opplineitem. Data from the database is sent to configured Salesforce instance. You can download the sql script from download script link and . Then, import the table structures into your MySQL database if you have the same integration requirement which this tutorial details outlisted in the tutorial. |
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DBSync Project Setup |
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Integration can be run using scheduler; or, by clicking on the 'Run Now' button. Scheduler job are used to trigger process at scheduled time interval automatically while as . On the other hand, manual trigger of the sync can be initiated by hitting clicking on the 'Run Now' button from the process listing page/workflow page.
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To create a scheduler job, one have to follow the steps below steps.
Run Now
To manually trigger the sync, one can hit the click Run Now button in the following manner.
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Related References |
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