2022
To Sync Salesforce Objects to Database
Follow the below mentioned steps to sync the objects to your database from Salesforce instance:
Click the objects icon from the top Navigation toolbar
Ensure you are connected to your salesforce instance
Ensure you have configured the database
Once, a user has connected to Salesforce then objects will get synced and it will show on the objects tab.
Select any "source apps objects" you want to sync into the database from the left objects section as shown below.
Select the object fields you want to sync into the database from the"Available Fields" section and use the "exclude fields" section to filter out fields you don't want to sync into the database.
Click the RUN button to run the configuration for the Salesforce object.
Choose any of the 4 functions to perform:
Run Process | Actions Performed |
Update Schema | Creates source apps schema into database for the selected source apps objects. |
Clean Copy | Inserts a clean copy of Salesforce object records into respective database tables & columns. |
Source to DB | Performs incremental sync from Salesforce to the database based on the changes/edits made in the Salesforce |
DB to Source | Performs incremental sync from Database to the Salesforce based on the changes/edits made in the Database |
Metadata Backup | Backs up your metadata for the objects selected from you Salesforce instance |