Replicate Salesforce Data to Multiple Databases

Always-on applications rely on automatic failover capabilities and real-time access to data. CData Sync 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.

Configure Replication Destinations

Using CData Sync, you can replicate Salesforce data to any number of databases, both cloud-based and on-premises. To add a replication destination, navigate to the Connections tab.

For each destination database:

1. Click Add Connection.
2. Select a destination. In this article, we use SQLite.
3. Enter the necessary connection properties. To replicate Salesforce to a SQLite database, enter a file path in the Data Source box.
4. Click Test Connection to ensure that the connection is configured properly.
5. Click Save Changes.

Configure the Salesforce Connection

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

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

   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.

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 a SQL query to customize your replication. 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. To customize your replication, click Add Custom Query in the Tables section and define the Query Statement.

The statement below caches and incrementally updates a table of Salesforce data:

REPLICATE Account;

You can specify a file containing the replication queries you want to use to update a particular database. Separate replication statements with semicolons. The following options are useful if you are replicating multiple Salesforce accounts into the same database:

• Use a different table prefix in the REPLICATE SELECT statement:

  REPLICATE PROD_Account SELECT * FROM Account;

• Alternatively, use a different schema:

  REPLICATE PROD.Account SELECT * FROM Account;

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 data to disparate on-premises, cloud-based, and other databases.