Import Salesforce Data into SQL Server using SSIS

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 article demonstrates how to use the CData SSIS Tasks for Salesforce inside of a SQL Server Integration Services workflow to transfer Salesforce data into a Microsoft SQL Server database. You can follow the same procedure and use the included sample project with any of the CData SSIS Components.

Add the Components

To get started, add a new CData Salesforce source and OLE DB destination to a new data flow task.

NOTE: We use an OLE DB destination to connect to a remote SQL Server database. Use a SQL Sever destination to connect to a local SQL Server database.

Create a New Connection Manager

Follow the steps below to save connection properties to Salesforce 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 the CData Salesforce Connection Manager.
  3. Configure connection properties. A typical connection to Salesforce requires:
    • User
    • Password
    • AccessToken

Configure the Salesforce Source

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

  1. Double-click the Salesforce source to open the source component editor.
  2. In the Connection Manager menu, select the connection manager previously created.
  3. For Data access mode, choose SQL command and specify the query to use for the data extraction. This article retrieves all records from the Account table with the following query:
    SELECT * FROM Account
  4. Close the Salesforce Source editor and connect it to the OLE DB Destination.

Configure the SQL Server Destination

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

  1. Open the OLE DB 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 (or opt to create a new table).
  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 data.

SSIS Sample Project

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

Note: Before running the demo, you will need to change your connection details to fit your environment as detailed above.