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SalesForce.com Source and Destination

The Salesforce Source and Destination can be configured in just seconds to easily retrieve data from, and write data to, Salesforce.

 

Salesforce SSIS Source

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The Task Factory SalesForce.com Source retrieves data from any SalesForce.com object and can be configured in seconds with very little SalesForce.com experience. If you need to import data from Salesforce for in-house processing, the Salesforce Source allows you to retrieve any data supported by the Salesforce.com Soap API, such as leads, accounts, contacts and opportunities, right into your SSIS data flow.

Within 5 minutes, you’ll be pulling Salesforce data into your local environment. Simply create your connection manager and point to the object from which you want to retrieve data from a drop-down box.

Feature Highlights

  • Retrieve data in minutes from SalesForce custom or built-in objects using SSIS
  • Easily customize the SOQL query
  • Pass variables into the query to ask better questions of your data, like retrieving all the rows modified since the last load

Salesforce SSIS Destination

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The Salesforce Destination is used to send data from your local environment to your Salesforce.com account. If you need to insert, update, delete, or upsert data into any Salesforce object from within SSIS, then the Salesforce.com Destination makes it super simple with very little configuration. Supports both regular and bulk mode transfer. You can also send errors that might occur due to your data to another part of the data flow for additional cleansing.

*Must have an enterprise Salesforce account to use this task. This is a Salesforce.com requirement.

Feature Highlights

  • Write data to SalesForce.com in bulk using SSIS
  • Delete data from SalesForce.com
  • Update and upsert data into SalesForce.com

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Articles & Tutorials

Incrementally Loading Data from SalesForce.com

Most people pull data from SalesForce.com into a central reporting database to do more advanced reporting. This blog shows you my method for pulling data into a single repository for further reporting.

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Bulk Deleting Data from SalesForce.com Using SSIS and Task Factory

One of the most frustrating things about SalesForce.com is the feeling of constantly looking over your shoulder to make sure you don't run out of space. This blog and video shows you a quick 4 minute solution to remove tons of rows from SalesForce using a free tool in Visual Studio, Task Factory and SSIS.

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Webinars & Videos

 

Configuring the SalesForce.com Destination

 

Configuring the SalesForce.com Source

 

Export Data from Salesforce.com in under 2 minutes

 

REST Source with Salesforce demo

Contains 65+ tasks, connection managers, sources and destinations for SSIS. You can compare editions here. Task Factory does not require a license while you're running packages in Visual Studio.

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