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Learn how to use the Salesforce Connector in DBSync Cloud Workflow

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Overview

The Salesforce Connector in DBSync Cloud Workflow enables secure, reliable, and customizable integration between Salesforce and other systems - such as databases, CRM tools, e-commerce platforms, and SaaS applications.

With this connector, organizations can:

  • Synchronize Salesforce data with external systems (uni- or bi-directionally).

  • Work with both standard and custom objects in Salesforce.

  • Automate data exchange to eliminate manual processes and improve accuracy.

Integration is carried out over secure web service calls (HTTPS) using XML request/response.

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Key Benefits

For Business Users

  • Faster access to unified data across platforms.

  • Reduced data entry errors and manual work.

  • Better visibility into critical business information.

For Technical Teams

  • Easy configuration and secure authentication (OAuth).

  • Flexible support for Salesforce Production and Sandbox environments.

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Supported Salesforce Editions

The Salesforce Connector supports the following editions, ensuring broad compatibility across your Salesforce landscape: • Unlimited Edition • Professional Edition • Enterprise Edition • Non-Profit Edition

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Prerequisites

Before configuring the connector, you must ensure the following:

  1. DBSync Access

    • A valid license for this connector and access to the DBSync Cloud Workflow platform.

  2. Salesforce Credentials

    • A Salesforce user account with API access permissions.

  3. Security Setup in Salesforce

    • Setup Trusted IP Range by navigating Setup → Administration Setup → Security Controls → Network Access → New. Enter your network public IP address. If you are using the hosted model, then enter the following IP ranges:

      1. [Start] 75.101.240.6 - [End] 75.101.240.6

      2. [Start] 67.202.21.22 - [End] 67.202.21.22

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Connector Configuration

Each Salesforce connection in DBSync represents a single Salesforce organization (instance). If you need multiple connections (for example, sandbox and production), create independent connector instances for each.

The connector also supports OAuth for secure authentication.

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Quick Setup Guide

Follow these steps to configure your Salesforce connector:

  1. Login to DBSync Cloud Workflow

    • Use your DBSync credentials to access the platform.

  2. Add the Salesforce Connector

    • Navigate to the connectors list in the Apps pane and select Salesforce.

  3. Select End Point In the Salesforce Connector configuration page,

    1. Select one of the following Salesforce End Points from the dropdown:

      1. Production/Developer

      2. Sandbox

      3. Custom URL

    2. Set the EndPoint URL

      1. Production/Developer: https://login.salesforce.com

      2. Sandbox: https://test.salesforce.comarrow-up-right

    3. Authenticate by clicking Connect (OAuth) to securely authenticate with Salesforce.

  4. Set a daily API limit in line with your Salesforce plan to prevent exceeding allocated Salesforce quotas. Default value is 15,000 calls/day, but this can be customized based on your org's Salesforce plan.

  1. Test Connection Use Test Connection to confirm that settings and credentials are correct.

  2. Save Configuration Save the connector once successfully tested.

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Common Use Cases

With the Salesforce Connector, you can:

  • Sync Salesforce data - customer records, orders, invoices, inventory, and payment information - with databases or external applications.

  • Enable real-time or scheduled integration workflows for systems like ERP, financial software, and reporting platforms.

  • Migrate Salesforce data securely with no limitations on object count or history depth.

  • Provide Better customer support and access to additional opportunities

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Frequently Asked Questions (FAQ)

Can I try DBSync before purchasing? Yes, DBSync Cloud Workflow offers a free trial period.

Does it support bi-directional sync? Yes, you can choose bidirectional or one-way sync flows.

Can this integration run on both cloud and on-premise? Yes, the connector works with both deployment models.

How often can data sync run? Sync operations can be scheduled as frequently as every 5 minutes.,

Can I sync custom Salesforce objects? Yes, the connector supports all standard and custom Salesforce objects.

Is there a limit to data migration? No, data migration can be performed without limitations.

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Summary

The Salesforce Connector in DBSync Cloud Workflow empowers organizations with a powerful integration tool that bridges Salesforce with diverse applications and data stores. Whether you are synchronizing CRM data with finance systems or automating workflows across your enterprise stack, this connector delivers flexibility, security, and performance.

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Related Links

https://developer.salesforce.com/arrow-up-right

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