The DBSync for Database To Salesforce Integration is an easy to use solution to integrate Database data with Salesforce objects like accounts, contacts, products, opportunity & opportunity line items. The Database To Salesforce Integration solution is also useful to migrate historical Salesforce data into database.
This tutorial serves as an illustration for reading various records from Database and writing to the respective mapped objects of Salesforce . The below table depicts the data flow between various tables of Database to chosen Salesforce objects.
The process map for Database To Salesforce solution is as shown in below image.
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.
The below are the steps to get started with a database and to configure the database connector.
|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|
JDBC Driver for the Databases mentioned in the URL section in the same order.
JDBC connection string
The below are the steps 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 Salesforce.
The username to log into salesforce account.
The password to login to salesforce account
If you use a proxy server then put <<proxy ip or host>>
If you use a proxy server then put <<proxy port>>
If you use a proxy server then put <<proxy username>>
If you use a proxy server then put <<proxy password>>
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. You can download the sql script from download script link and import the table structures into your MySQL database if you have the same integration requirement which this tutorial explains.
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.
To manually trigger the sync, one can hit the Run Now button in the following manner.