Automate Salesforce Marketing Data Replication to Azure Synapse



Use CData Sync to customize and automate Salesforce Marketing data replication to Azure Synapse.

Always-on applications rely on automatic failover capabilities and real-time data access. CData Sync integrates live Salesforce Marketing 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 Marketing 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 Marketing Connection

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

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

    Authenticating to the Salesforce Marketing Cloud APIs

    Set the User and Password to your login credentials, or to the credentials for a sandbox user if you are connecting to a sandbox account.

    Connecting to the Salesforce Marketing Cloud APIs

    By default, the data provider connects to production environments. Set UseSandbox to true to use a Salesforce Marketing Cloud sandbox account.

    The default Instance is s7 of the Web Services API; however, if you use a different instance, you can set Instance.

  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 Marketing data to PostgreSQL.

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