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Get the Report →Use the CData SSIS Components to Insert New or Update Existing Salesforce Records from SQL Server
Easily push SQL Server data to Salesforce using the CData SSIS Components. This example uses an SSIS workflow to either insert new records into Salesforce or update existing records with data from a SQL Server database.
SQL Server databases are commonly used to store enterprise records. It is often necessary to move this data to other locations. The CData SSIS Components for Salesforce allow you to easily transfer data from SQL Server to Salesforce.
This article demonstrates how to use the CData SSIS Components for Salesforce inside of a SQL Server Integration Services workflow to export data from SQL Server to Salesforce, utilizing a lookup component to find and update any existing records or insert new records.
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
Add the Components
To get started, add a new OLE DB source, CData Salesforce lookup, and two CData Salesforce destinations (one to handle a lookup with a match and one to handle a lookup without a match) to a new data flow task.
Configure the OLE DB Source
Follow the steps below to specify properties required to connect to the SQL Server instance.
- Open the OLE DB Source and add a new connection. Enter your server and database information here.
- In the Data access mode menu, select "Table or view" and select the table or view to export into Salesforce.
- Close the OLE DB 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.
- 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.
- In the Connection Manager type menu, select the CData Salesforce Connection Manager.
- Configure the connection properties. A typical Salesforce connection requires:
- User
- Password
- AccessToken
Configure the Salesforce Lookup
In the lookup component Transform Editor, define mappings from the SQL Server source table into the Salesforce lookup table.
- Double-click the Salesforce lookup to open the lookup component editor.
- In the Connection tab, select the Connection manager previously created.
- On the Connection tab, specify the Connection manager (or create a new one) and the table into which the data will be upserted. In this case, you will transfer Account records.
- On the Columns tab, configure the mapping of the primary key from the input columns to the primary key of the lookup columns.
Configure the Salesforce Destinations
Using the lookup component, you know which entries from the data source already exist in Salesforce and which ones are new. Configure two Salesforce components to handle the situation where a match is found and a match is not found.
Lookup Match Destination
If the lookup component returns a match, update the existing record in Salesforce.
- Map the Lookup Match Output to a Salesforce destination component.
- Double-click the Salesforce destination to open the destination component editor.
- In the Connection Manager tab, select the Connection manager previously created.
- Specify the table which will be updated and set the Action to "Update."
- On the Column Mappings tab, configure the mappings from the input columns to the destination columns (be sure to map the SQL Server primary key column to the Salesforce primary key column).
Lookup No Match Destination
If the lookup component does not return a match, add a new record to Salesforce.
- Map the Lookup No Match Output to a Salesforce destination component.
- Double-click the Salesforce destination to open the destination component editor.
- In the Connection Manager tab, select the Connection manager previously created.
- Specify the table into which the new record will be inserted and set the Action to "Insert."
- On the Column Mappings tab, configure the mappings from the input columns to the destination columns.
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.