Salesforce is a key tool in many organizations, so it is important to be sure the data in the tool is tightly integrated to other systems and moved to a data warehouse for analytics. Here is how to Copy data to and from Salesforce with Azure Data Factory.
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Now back to the article…
- Log into Salesforce as an admin account and navigate to settings.
- Reset your security token on the left hand side menu under “My Personal Information”. This will email you a token that will be used in later steps.
- Navigate to “Setup”
- Navigate to “Setup -> Permission Sets -> (name) -> System permissions” and edit the “Security Center Integration User” and then the “System Permissions”
- Verify that Enable “API Enabled”
Create a Linked Service to Salesforce in Azure Data Factory
- Create a new Linked Service for Azure
- Obtain your environment name from Salesforce and log in with your credentials and service key from the previous steps. You should be able to now test your connection to verify it works. you will need the security token that was emailed to you as well in this step.
Create a Azure Data Factory Dataset to Salesforce
- Create a new dataset in ADF and Select Salesforce
- Point to the linked Service you created for Salesforce in the previous step. Select the table you wish to interact with. In this case, it will be the Contact table. Hit preview data to ensure the connection is working and set up correctly. Name the dataset and Save to complete.
Create a pipeline to move Data
The last step is the easy part. Create copy commands in the Pipelines to move data in and out of Salesforce. This can be used to update contacts, accounts, leads and other values automatically form other systems and processes.
Copy data to and from Salesforce with Azure Data Factory
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