DBSync Cloud Replication & CDM Version 7.x

2022

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started by creating a profile and replicate of Salesforce to different databases.  Steps to Start DBSync Replication process:


Create Profile 

  1. Login to the local host of DBSync Salesforce Replication instance using respective username and password.

  2. Get started by clicking on the Add App to create a profile for configure replication.

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  • Enter the desired profile name and click Save.

  •  New profile will now be created.

  • Click on the profile name. 

  • You will be redirected to setup your Salesforce instance. 

Salesforce Setup

There are two ways to setup your Salesforce profile :

  1.  Enter the "username" and "password" credential to manually . Save and Test the connection. 

Note : Environment and soap end details  would be pre-filled. Do not change unless necessary.



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Database Setup


  • Select the Type of database to which you wish to replicate the Salesforce instance linked in the previous step.

  • To start with, the database credentials of the user are required such as  Host, Port, Username, Password, Database name, and Schema.

  • Based all the details entered by the user, URL field gets auto-filled. 

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Now click on Next  to