Export Data from SQL Server to Salesforce Through SSIS

SQL Server databases are commonly used to store enterprise records. It is often necessary to move this data to other locations. The CData SSIS Task for Salesforce allows you to easily transfer Salesforce data. In this article you will export data from SQL Server to Salesforce. You can use the included sample project and follow the same procedure with any of the CData SSIS Components.

Configure the ADO.NET Source

Follow the steps below to specify properties required to connect to the SQL Server instance.

  1. Open the ADO.NET Source and add a new connection. Enter your server and database information here.
  2. In the Data access mode menu, select "Table or view" and select the table or view to export into Salesforce.
    The SQL Server table to export into Salesforce. (Salesforce is shown.)
  3. Close the ADO NET Source wizard and connect it to the CData Salesforce Destination.

Create a New Connection Manager for Salesforce

Follow the steps below to save connection properties in the Connection Manager.

  1. Create a new connection manager: 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 the connection manager for Salesforce.
  3. Configure the connection properties. A typical Salesforce connection requires:
    • User
    • Password
    • AccessToken
    The Connection Manager. (Salesforce is shown.)

Configure the Salesforce Destination

In the destination component Connection Manager, define mappings from the SQL Server source table into the Salesforce destination table.

  1. Double-click the Salesforce destination to open the destination component editor.
  2. In the Connection Managers tab, select the connection manager previously created.
    The connection manager specified for the Salesforce destination. (Salesforce is shown.)
  3. Specify the table into which the data will be exported: On the Component Properties tab, enter the table name in the TableName property, under the Custom Properties section. In this case, you will transfer Account records.
    The table into which the data will be exported. (Salesforce is shown.)
  4. On the Column Mappings tab, configure the mappings from the input columns to the destination columns.
    The mappings from SQL Server source to the SSIS destination component. (Salesforce is shown.)

Run the Project

You can now run the project. After the SSIS Task has finished executing, data from your SQL table will be exported to the chosen table.

The completed export. (Salesforce is shown.)

SSIS Sample Project

To get started download the fully functional sample project. You will also need the CData SSIS Tasks for Salesforce to execute this sample.