Database to Salesforce Integration

Overview

DBSync for Database To Salesforce Integration is an easy to use solution. It integrates Database with Salesforce objects like accounts, contacts, products, opportunity & opportunity line items.

Data Flow

This tutorial shows how to read various records from Database and write to the respective mapped objects of Salesforce . The table below shows the data flow between tables from Database to Salesforce objects.

The data flow may be different for each implementation. The following table is just one of the examples.

Process Map

The process map for the Database To Salesforce solution is as shown in the image below.

Prerequisites For Integration

The integration prerequisites are as follows:

• Have valid licenses to DBSync Salesforce, Database Connector and Username and Password to connect with DBSync iPaaS platform.

• Have Salesforce login and password to access their Web Services.

• Setup security in Salesforce to connect to external integration.

• Have a valid database Username, Password, host/IP address and Port on the hosted database.

· The Username and Password configured for Database Connector instance should have sufficient privilege to access the database required for integration.

Configuring Source App

Follow the steps below to get started with a database and to configure the database connector.

1. The table below gives the required, and optional, parameters to be set for establishing a connection of database and to write various tables as chosen in the relevant workflows.

2. Click Save to save the parameter settings:

Property	Description	Required
Username	Database Username	Yes
Password	Database Password	Yes
Host	Host name or IP address of the database server	Yes
Port	The port used to connect to database server	Yes
Database	The name of your database	Yes
Type	JDBC Driver for the Databases mentioned in the URL section in the same order. sqlserver oracle mysql postgresssql db2 access	Yes
Database URL	JDBC connection string SQLServer: jdbc:sqlserver://[hostname]:[port];databaseName=[databasename] Oracle: jdbc:oracle:thin:@[hostname]:[port]:[sid] mySQL: jdbc:mysql://[hostname]:[port]/[databasename] PostgresSQL: jdbc:postgresql://[host]:[port]/[database] DB2: jdbc:db2://[host]:[port]/[database] Access: jdbc:[databasename]	Yes

Configuring Target App

Follow the steps to configure the DBSync's Salesforce Connector:

1. Click Edit on the Salesforce connector to input Salesforce parameters.

2. Click Save to save the settings.

The table below gives the required, and optional, parameters to be set for establishing a connection of Salesforce from which you can read the data and write to Salesforce.

Property	Description	Required
UserName	The username to log into salesforce account.	Yes
Password	The password to login to salesforce account	Yes
End-point	https://www.salesforce.com/services/Soap/u/32.0	Yes
Sid	Session Id	Optional
Transport.compression	For compression	Optional
Proxy Host	If you use a proxy server then put <<proxy ip or host>>	Optional
Proxy Port	If you use a proxy server then put <<proxy port>>	Optional
Proxy Username	If you use a proxy server then put <<proxy username>>	Optional
Proxy Password	If you use a proxy server then put <<proxy password>>	Optional
Accept Gzip	As Applicable	Optional
Send Gzip	As Applicable	Optional

For the sake of understanding, we have chosen the MySQL database with tables like Contacts, Customers, Items, Oppheader, and Opplineitem. Data from the database is sent to a configured Salesforce instance. You can download the SQL script from the download script link. Then, import the table structures into your MySQL database if you have the same integration requirement listed in the tutorial.

DBSync Project Setup

1. Log in to your DBSync account.

2. Once logged in, click on the template library menu from the left side navigation.

3. Create a project for salesforce and database.

4. Navigate to the Connector listing of the Salesforce To Database.

5. In the Connector listing page, you can see Salesforce and the database Connector.

6. Individual Connector configurations are explained in the subsequent sections.

7. Navigate to the flow page for mappings.

8. Various transformations can be applied to each field through the mapping section. Then, save the workflow.

9. Click the 'Run Now' button to initiate the integration of the selected workflow.

10. The sync can be monitored through the log section in the event of an error. You can also drill down to each event log to debug and fix the error at its occurrence.

Run Integrations

Integration can be run using a scheduler or by clicking on the 'Run Now' button. Scheduler jobs are used to trigger processes at scheduled time intervals automatically. On the other hand, manual triggering of the sync can be initiated by clicking on the 'Run Now' button from the process listing page/workflow page.

Scheduler

To create a scheduler job, follow the steps below.

1. Inside a Project, navigate to the Scheduler page from the left side navigation.

2. From the 'Add schedule section,' create a schedule job. Select the process from the drop-down menu, then choose start on date, start on time, and repeat frequency. Save the job.

3. If repeat frequency is set to no repeat, then the scheduled job triggers syncs only once - as per the scheduled date and time.

4. If repeat frequency is set to either minutes, hourly, or weekly, then the process is scheduled to run at the repeated set frequency.