Replicate Salesforce Marketing Data to Multiple Databases

Always-on applications rely on automatic failover capabilities and real-time access to data. CData Sync integrates live Salesforce Marketing data into your mirrored databases, always-on cloud databases, and other databases such as your reporting server: Automatically synchronize with remote Salesforce Marketing data from Windows.

Configure Replication Destinations

Using CData Sync, you can replicate Salesforce Marketing 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 Marketing 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 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 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 Marketing 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 Marketing data:

REPLICATE Subscriber;

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 Marketing accounts into the same database:

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

  REPLICATE PROD_Subscriber SELECT * FROM Subscriber;

• Alternatively, use a different schema:

  REPLICATE PROD.Subscriber SELECT * FROM Subscriber;

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