2022
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Overview |
DBSync for Salesforce and Database Integration is an easy to use solution to integrate . It integrates Salesforce objects like accounts- Accounts, contactsContacts, productsProducts, opportunity Opportunity & opportunity Opportunity line items. Salesforce to Database uni-directional Integration solution is also useful to migrate historical Salesforce data into database. DBSync DBSync provides uni-directional sync with pre-built field-to-field map mapping along with flexibility for more complex and dynamic mapping capabilities. DBSync also has an automatic online update, enabling DBSync customers to enjoy all the product updates and features with every new release.
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Data Flow |
This tutorial serves as an illustration for reading shows how to read various records from Salesforce and writing write to the configured tables of a database. The table below table depicts shows the data flow between various objects of Salesforce objects to the chosen database and Database tables.
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Process Map |
The process map of the unisolution - directional solution between Salesforce and a and database - is as shown in below following image.
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Prerequisites For Integration |
The integration prerequisites for this integration are as follows follows:
The username and password For integration, it is required that the Username and Password configured for Database connector Connector instance should have sufficient privilege to access the database which is required for integration requirementDatabase.
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Configuring Source App |
The below are Follow the steps to get started with your Salesforce instance and to configure the DBSync's Salesforce connector Connector:
The below following table gives the required, and optional parameter , parameters to be set for establishing a connection Connection of Salesforce from which you would like to can read the data and write to database the Database of your choice.
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 |
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Configuring Target App |
The below are Follow the steps to get started with a database Database and to configure the database connectorDatabase Connector.
Property | Description | Required |
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Username | Database username | yesYes |
Password | Database password | 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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For the sake of understanding, I have chosen selected MySQL database with tables as contactslike Contacts, customersCustomers, itemsItems, oppheaderOppheader, opplineitem Opplineitem in which data from Salesforce is dumped. In case if you do not have existing database in which you wish dump the data to databasedatabase schema readily defined, you can use autocreate auto create functionality of database connector which would the Database Connector. This will create the table structure and mapping basing based on the source tableobjects of SF. |
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DBSync Project Setup |
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Guide Lines For customization And Mapping |
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The above mappings are not standard and vary based on implementation to implementation. The above table shows mapping when an auto-create functionality is used so that all the tables of database replicate the Salesforce objects. |
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Run Integrations |
Integration can be run using scheduler; or, by clicking on the 'Run Now' button. Scheduler job jobs are used to trigger process at scheduled time interval automatically while as manual . Manual trigger of the sync can be initiated by hitting clicking on the Run Now button from the process Process listing page/workflow page.
To Follow the steps to create a scheduler job , one have to follow the 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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