Discover how a bimodal integration strategy can address the major data management challenges facing your organization today.
Get the Report →Replicate Salesforce Data to Multiple Databases
Replicate Salesforce data to disparate databases with a single configuration.
Always-on applications rely on automatic failover capabilities and real-time access to data. CData Sync for Salesforce integrates live Salesforce data into your mirrored databases, always-on cloud databases, and other databases such as your reporting server: Automatically synchronize with remote Salesforce data from Windows or any machine running Java.
You can use Sync's command-line interface (CLI) to easily control almost all aspects of the replication. You can use the CLI to replicate Salesforce data to one or many databases without any need to change your configuration.
About Salesforce Data Integration
Accessing and integrating live data from Salesforce has never been easier with CData. Customers rely on CData connectivity to:
- Access to custom entities and fields means Salesforce users get access to all of Salesforce.
- Create atomic and batch update operations.
- Read, write, update, and delete their Salesforce data.
- Leverage the latest Salesforce features and functionalities with support for SOAP API versions 30.0.
- See improved performance based on SOQL support to push complex queries down to Salesforce servers.
- Use SQL stored procedures to perform actions like creating, retrieving, aborting, and deleting jobs, uploading and downloading attachments and documents, and more.
Users frequently integrate Salesforce data with:
- other ERPs, marketing automation, HCMs, and more.
- preferred data tools like Power BI, Tableau, Looker, and more.
- databases and data warehouses.
For more information on how CData solutions work with Salesforce, check out our Salesforce integration page.
Getting Started
Connect to Salesforce Data
You can save connection strings and other settings like email notifications in XML configuration files.
The following example shows how to replicate to SQLite.
Windows
<?xml version="1.0" encoding="UTF-8" ?>
<CDataSync><DatabaseType>SQLite</DatabaseType>
<DatabaseProvider>System.Data.SQLite</DatabaseProvider>
<ConnectionString>User=username;Password=password;SecurityToken=Your_Security_Token;</ConnectionString>
<ReplicateAll>False</ReplicateAll>
<NotificationUserName></NotificationUserName>
<DatabaseConnectionString>Data Source=C:\my.db</DatabaseConnectionString>
<TaskSchedulerStartTime>09:51</TaskSchedulerStartTime>
<TaskSchedulerInterval>Never</TaskSchedulerInterval>
</CDataSync>
Java
<?xml version="1.0" encoding="UTF-8" ?>
<CDataSync><DatabaseType>SQLite</DatabaseType><DatabaseProvider>org.sqlite.JDBC</DatabaseProvider>
<ConnectionString>User=username;Password=password;SecurityToken=Your_Security_Token;</ConnectionString>
<ReplicateAll>False</ReplicateAll>
<NotificationUserName></NotificationUserName>
<DatabaseConnectionString>Data Source=C:\my.db</DatabaseConnectionString>
</CDataSync>
There are several authentication methods available for connecting to Salesforce: Login, OAuth, and SSO. The Login method requires you to have the username, password, and security token of the user.
If you do not have access to the username and password or do not wish to require them, you can use OAuth authentication.
SSO (single sign-on) can be used by setting the SSOProperties, SSOLoginUrl, and TokenUrl connection properties, which allow you to authenticate to an identity provider. See the "Getting Started" chapter in the help documentation for more information.
Configure Replication Queries
Sync enables you to control replication with standard SQL. The REPLICATE statement is a high-level command that caches and maintains a table in your database. You can define any SELECT query supported by the Salesforce API. The statement below caches and incrementally updates a table of Salesforce data:
REPLICATE Account;
You can specify a file containing the replication queries. This enables you to use the same replication queries to replicate to several databases.
Run Sync
After you have configured the connection strings and replication queries, you can run Sync with the following command-line options:
Windows
SalesforceSync.exe -g MySQLiteConfig.xml -f SalesforceSync.sql
Java
java -Xbootclasspath/p:c:\sqlitejdbc.jar -jar SalesforceSync.jar -g MySQLiteConfig.xml -f SalesforceSync.sql