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Get the Report →Replicate Salesforce Data Cloud Data from PowerShell
Write a quick PowerShell script to query Salesforce Data Cloud data. Use connectivity to the live data to replicate Salesforce Data Cloud data to SQL Server.
The CData ODBC Driver for Salesforce Data Cloud enables out-of-the-box integration with Microsoft's built-in support for ODBC. The ODBC driver instantly integrates connectivity to the real Salesforce Data Cloud data with PowerShell.
You can use the .NET Framework Provider for ODBC built into PowerShell to quickly automate integration tasks like replicating Salesforce Data Cloud data to other databases. This article shows how to replicate Salesforce Data Cloud data to SQL Server in 5 lines of code.
You can also write PowerShell code to download Salesforce Data Cloud data. See the examples below.
Create an ODBC Data Source for Salesforce Data Cloud
If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.
Salesforce Data Cloud supports authentication via the OAuth standard.
OAuth
Set AuthScheme to OAuth.
Desktop Applications
CData provides an embedded OAuth application that simplifies authentication at the desktop.
You can also authenticate from the desktop via a custom OAuth application, which you configure and register at the Salesforce Data Cloud console. For further information, see Creating a Custom OAuth App in the Help documentation.
Before you connect, set these properties:
- InitiateOAuth: GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
- OAuthClientId (custom applications only): The Client ID assigned when you registered your custom OAuth application.
- OAuthClientSecret (custom applications only): The Client Secret assigned when you registered your custom OAuth application.
When you connect, the driver opens Salesforce Data Cloud's OAuth endpoint in your default browser. Log in and grant permissions to the application.
The driver then completes the OAuth process as follows:
- Extracts the access token from the callback URL.
- Obtains a new access token when the old one expires.
- Saves OAuth values in OAuthSettingsLocation so that they persist across connections.
CacheProvider: The name of the ADO.NET provider. This can be found in the Machine.config for your version of .NET. For example, to configure SQL Server, enter System.Data.SqlClient.
CacheConnection: The connection string of properties required to connect to the database. Below is an example for SQL Server:
Server=localhost;Database=RSB;User Id=sqltest;Password=sqltest;
For other OAuth methods, including Web Applications and Headless Machines, refer to the Help documentation.
Connect to Salesforce Data Cloud
The code below shows how to use the DSN to initialize the connection to Salesforce Data Cloud data in PowerShell:
$conn = New-Object System.Data.Odbc.OdbcConnection
$conn.ConnectionString = "DSN=CData SalesforceDataCloud Source x64"
Back Up Salesforce Data Cloud Data to SQL Server
After you enable caching, you can use the code below to replicate data to SQL Server.
Set the following connection properties to configure the caching database:
The SQL query in the example can be used to refresh the entire cached table, including its schema. Any already existing cache is deleted.
$conn.Open()
# Create and execute the SQL Query
$SQL = "CACHE DROP EXISTING SELECT * FROM " + $Account
$cmd = New-Object System.Data.Odbc.OdbcCommand($sql,$conn)
$count = $cmd.ExecuteNonQuery()
$conn.Close()
The driver gives you complete control over the caching functionality. See the help documentation for more caching commands and usage examples. See the help documentation for steps to replicate to other databases.
Other Operations
To retrieve Salesforce Data Cloud data in PowerShell, call the Fill method of the OdbcDataAdapter method. To execute data manipulation commands, initialize the OdbcCommand object and then call ExecuteNonQuery. Below are some more examples commands to Salesforce Data Cloud through the .NET Framework Provider for ODBC:
Retrieve Salesforce Data Cloud Data
$sql="SELECT [Account ID], [Account Name] from Account"
$da= New-Object System.Data.Odbc.OdbcDataAdapter($sql, $conn)
$dt= New-Object System.Data.DataTable
$da.Fill($dt)
$dt.Rows | foreach {
$dt.Columns | foreach ($col in dt{
Write-Host $1[$_]
}
}