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Import Salesforce Einstein Data into SQL Server using SSIS

Easily back up Salesforce Einstein data to SQL Server using the SSIS components for Salesforce.

Using SQL Server as a backup for critical business data provides an essential safety net against loss. Backing up data to SQL Server enables business users to more easily connect that data with features like reporting, analytics, and more.

This example demonstrates how to use the CData SSIS Tasks for Salesforce Einstein inside of a SQL Server SSIS workflow to transfer Salesforce Einstein data into a Microsoft SQL Server database.

Add the Components

To get started, add a new Salesforce Einstein source and SQL Server ADO.NET destination to a new data flow task.

Create a New Connection Manager

Follow the steps below to save Salesforce Einstein connection properties in a connection manager.

  1. In the Connection Manager window, right-click and then click New Connection. The Add SSIS Connection Manager dialog is displayed.
  2. In the Connection Manager type menu, select SalesforceEinsteinAnalytics. The CData Salesforce Einstein Connection Manager is displayed.
  3. Configure connection properties. A typical connection requires:
    • OAuthClientId
    • OAuthClientSecret
    • CallbackURL

    Salesforce Einstein Analytics uses the OAuth 2 authentication standard. You will need to obtain the OAuthClientId and OAuthClientSecret by registering an app with Salesforce Einstein Analytics.

    See the Getting Started section of the CData data provider documentation for an authentication guide.

Configure the Salesforce Einstein Source

Follow the steps below to specify the query to be used to extract Salesforce Einstein data.

  1. Double-click the Salesforce Einstein source to open the source component editor.
  2. In the Connection Manager menu, select the connection manager previously created.
  3. Specify the query to use for the data extraction. This article retrieves all records from the Dataset_Opportunity table with the following query: SELECT * FROM Dataset_Opportunity
  4. Close the Salesforce Einstein Source control and connect it to the ADO.NET Destination.

Configure the SQL Server Destination

Follow the steps below to specify the SQL server table to load the Salesforce Einstein data into.

  1. Open the ADO.NET Destination and add a New Connection. Enter your server and database information here.
  2. In the Data access mode menu, select "table or view".
  3. In the Table Or View menu, select the table or view to populate.
  4. Configure any properties you wish to on the Mappings screen.

Run the Project

You can now run the project. After the SSIS Task has finished executing, your database will be populated with Salesforce Einstein data.

 
 
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