Automate Salesforce Einstein Data Replication to Azure Synapse

Always-on applications rely on automatic failover capabilities and real-time data access. CData Sync integrates live Salesforce Einstein data into your Azure Synapse instance, allowing you to consolidate all of your data into a single location for archiving, reporting, analytics, machine learning, artificial intelligence and more.

Configure Azure Synapse as a Replication Destination

Using CData Sync, you can replicate Salesforce Einstein data to Azure Synapse. To add a replication destination, navigate to the Connections tab.

1. Click Add Connection.
2. Select Azure Synapse as a destination.
3. Enter the necessary connection properties. To connect to Azure Synapse, provide authentication properties (see below) and set the following properties to connect to a Azure Synapse database:
   • Server: The server running Azure. You can find this by logging into the Azure portal and navigating to Azure Synapse Analytics -> Select your database -> Overview -> Server name.
   • Database: The name of the database, as seen in the Azure portal on the Azure Synapse Analytics page.

   Using SQL Password Authentication

   To authenticate to Microsoft SQL Server using standard authentication, set the following:

   • User: The username provided for authentication with Azure.
   • Password: The password associated with the authenticating user.
4. Click Test Connection to ensure that the connection is configured properly.
5. Click Save Changes.

Configure the Salesforce Einstein Connection

You can configure a connection to Salesforce Einstein from the Connections tab. To add a connection to your Salesforce Einstein account, navigate to the Connections tab.

1. Click Add Connection.
2. Select a source (Salesforce Einstein).
3. Configure the connection properties.
   
   

   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.

4. Click Connect to ensure that the connection is configured properly.
5. Click Save Changes.

Configure Replication Queries

CData Sync enables you to control replication with a point-and-click interface and with SQL queries. For each replication you wish to configure, navigate to the Jobs tab and click Add Job. Select the Source and Destination for your replication.

Replicate Entire Tables

To replicate an entire table, click Add Tables in the Tables section, choose the table(s) you wish to replicate, and click Add Selected Tables.

Customize Your Replication

You can use the Columns and Query tabs of a task to customize your replication. The Columns tab allows you to specify which columns to replicate, rename the columns at the destination, and even perform operations on the source data before replicating. The Query tab allows you to add filters, grouping, and sorting to the replication.

Schedule Your Replication

In the Schedule section, you can schedule a job to run automatically, configuring the job to run after specified intervals ranging from once every 10 minutes to once every month.

Once you have configured the replication job, click Save Changes. You can configure any number of jobs to manage the replication of your Salesforce Einstein data to PostgreSQL.