2022
Table of Contents |
---|
Panel |
---|
Overview |
DBSync for Salesforce and Database Integration is an easy to use solution to integrate Salesforce objects like accounts, contacts, products, opportunity & opportunity line items. Salesforce to Database Integration solution is also useful to migrate historical Salesforce data into database. DBSync provides uni-directional sync with pre-built field to field map along with flexibility for more complex and dynamic mapping capabilities.
Panel |
---|
Data Flow |
This tutorial serves as an illustration for reading various records from Salesforce and writing to the configured tables of a database. The below table depicts the data flow between various objects of Salesforce objects to the chosen database tables.
Panel |
---|
Process Map |
The process map of the solution between Salesforce and database is as shown in below image.
Panel |
---|
Prerequisites For Integration |
The prerequisites for this integration are as follows
The username and password configured for Database connector instance should have sufficient privilege to access the database which is required for integration.
Panel |
---|
Configuring Source App |
The below are the steps to get started with your Salesforce instance and to configure the DBSync's Salesforce connector
The below table gives the required and optional parameter to be set for establishing a connection of Salesforce from which you would like to read the data and write to database of your choice.
Property | Description | Required |
---|---|---|
UserName | The username to log into salesforce account. | yes |
Password | The password to login to salesforce account | Yes |
End-point | yes | |
Sid | Session Id | optional |
Transport.compression | For compression | optional |
Proxy Host | If you use a proxy server then put <<proxy ip or host>> | optional |
Proxy Port | If you use a proxy server then put <<proxy port>> | optional |
Proxy Username | If you use a proxy server then put <<proxy username>> | optional |
Proxy Password | If you use a proxy server then put <<proxy password>> | optional |
Accept Gzip | As Applicable | optional |
Send Gzip | As Applicable | optional |
Panel |
---|
Configuring Target App |
The below are the steps to get started with a database and to configure the database connector.
Property | Description | Required |
---|---|---|
Username | Database username | yes |
Password | Database password | yes |
Host | Host name or IP address of the database server | yes |
Port | The port used to connect to database server | yes |
Database | The name of your database | yes |
Type | JDBC Driver for the Databases mentioned in the URL section in the same order.
| yes |
Database URL | JDBC connection string
| yes |
Tip |
---|
For the sake of understanding, I have chosen MySQL database with tables as contacts, customers, items, oppheader, opplineitem in which data from Salesforce is dumped. In case if you do not have existing database in which you wish to dump the data, you can use autocreate functionality of database connector which would create the table structure and mapping basing on the source table. |
Panel |
---|
DBSync Project Setup |
Panel |
---|
Guide Lines For customization And Mapping |
Panel |
---|
Run Integrations |
Integration can be run using scheduler or Run Now button. Scheduler job are used to trigger process at scheduled time interval automatically while as manual trigger of the sync can be initiated by hitting the Run Now button from the process listing page / workflow page.
To create a scheduler job , one have to follow the below steps.
Run Now
To manually trigger the sync, one can hit the Run Now button in the following manner.
Panel |
---|
Related References |