DBSync for Database To Salesforce Integration is an easy to use solution. It integrates Database with Salesforce objects like accounts, contacts, products, opportunity & opportunity line items.
This tutorial shows how to read various records from Database and write to the respective mapped objects of Salesforce . The table below shows the data flow between tables from Database to Salesforce objects. The data flow may be different for each implementation. The following table is just one of the examples:
The process map for Database To Salesforce solution is as shown in image below:
Prerequisites For Integration
The integration prerequisites are as follows:
The Username and Password configured for Database Connector instance should have sufficient privilege to access the database required for integration.
Configuring Source App
Follow the steps below 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
Configuring Target App
Follow the steps to configure the DBSync's Salesforce Connector:
The table below gives the required, and optional, parameters to be set for establishing a connection of Salesforce from which you can 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, we have chosen MySQL database with tables like - Contacts, Customers, Items, Oppheader, Opplineitem. Data from the database is sent to configured Salesforce instance. You can download the sql script from download script link. Then, import the table structures into your MySQL database if you have the same integration requirement listed in the tutorial.
DBSync Project Setup
Integration can be run using scheduler; or, by clicking on the 'Run Now' button. Scheduler job are used to trigger process at scheduled time interval automatically. On the other hand, manual trigger of the sync can be initiated by clicking on the 'Run Now' button from the process listing page/workflow page.
To create a scheduler job, follow the steps below.
To manually trigger the sync, click Run Now button: