Replicate
The DBSync Replicate action replicates data on a schedule from cloud applications such as Salesforce into relational databases such as PostgreSQL, Redshift, or SQL Server. Use it to maintain backups, support reporting, and meet data archival and compliance requirements.
Add and configure the Replicate action
After creating your project, DBSync redirects you to the Automation tab.
In the action picker, locate Context Builder under the AI section. Drag it into your flow at the point where you want to compose the text.
Click Configure.
In the Configure your Replication Action section, click Configure.
Configure the source application
In the Source App section, click Select App.
Click Test Connection to verify that DBSync can reach your source. A confirmation dialog indicates whether the connection succeeded. If the test succeeds, click Save.
Click Next to proceed to the target configuration.
Configure the database details
In the Database Details section, open the dropdown to see databases you've connected in Cloud Workflow.
If your target database isn't listed, click + Add New and select the database type you want to configure. For more information about connecting a new database, see Target database setup.
Target advanced settings control how DBSync writes data to your destination. The available options include:
File download
Prefix settings
Auto rename
Database logging
For detailed configuration steps, see Advanced settings configuration.
Click Next.
Configure objects and fields
Objects correspond to tables in your source application. Fields correspond to the columns within those tables.
In the left panel, review the list of objects available from your source (for example, Account, Contact, or Opportunity).
Check the checkbox next to each object you want to replicate.
After selecting an object, its available fields appear in the center panel. Select the fields you want to copy, and move any fields you want to exclude to the Excluded Fields section.
Add data masking (optional)
Data masking hides or scrambles sensitive field values such as phone numbers or names during replication.
Click Add Data Mask.
In the popup, click Data Masking.
Select the object that you want to mask.
Select the field, turn masking on, and choose a masking type from the dropdown.
Run the replication job
Click Run at the top of the page.
From the dropdown, select the command you want to execute.
Click the Play button next to the command.
DBSync starts the replication task and displays a confirmation message. Click OK to go to the Logs page, where you can monitor data movement in real time.
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