Automated Continuous Salesforce Data Cloud Replication to MongoDB

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

Configure MongoDB as a Replication Destination

Using CData Sync, you can replicate Salesforce Data Cloud data to MongoDB. To add a replication destination, navigate to the Connections tab.

1. Click Add Connection.
2. Select MongoDB as a destination.
3. Enter the necessary connection properties. To connect to MongoDB, set the following:
   • Server: Set this to the name or address of the server where your MongoDB instance is running. You can specify the port here or in Port.
   • Database: Set this to the database you want to read from and write to.

   Connecting to CosmosDB with the MongoDB API

   To obtain the connection string needed to connect to a Cosmos DB account using the MongoDB API, log in to the Azure Portal, select Azure Cosmos DB, and select your account. In the Settings section, click Connection String and set the following values.

   • Server: Set this to the Host value, the FQDN of the server provisioned for your account. You can also specify the port here or in Port.
   • Port: Set this to the port.
   • Database: Set this to the database you want to read from and write to.
   • User: Set this to the database user.
   • Password: Set this to the user's password.

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

Configure the Salesforce Data Cloud Connection

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

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

   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.

   For other OAuth methods, including Web Applications and Headless Machines, refer to the Help documentation.

   
   • Click Connect to ensure that the connection is configured properly.
   • 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

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 Cloud data to MongoDB.