{"id":1188,"date":"2021-06-04T22:56:07","date_gmt":"2021-06-04T22:56:07","guid":{"rendered":"http:\/\/jackofalltradesmasterofsome.com\/blog\/?p=1188"},"modified":"2023-02-28T14:53:41","modified_gmt":"2023-02-28T14:53:41","slug":"copy-data-to-and-from-salesforce-with-azure-data-factory","status":"publish","type":"post","link":"https:\/\/jackofalltradesmasterofsome.com\/blog\/2021\/06\/04\/copy-data-to-and-from-salesforce-with-azure-data-factory\/","title":{"rendered":"Copy data to and from Salesforce with Azure Data Factory"},"content":{"rendered":"\n<p>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.<\/p>\n\n\n\n<p><em>Side Note: Want to learn <a href=\"https:\/\/subscribepage.io\/8daystosqlcourse\">SQL <\/a>or <a href=\"https:\/\/subscribepage.io\/Py2Y8D\">Python <\/a>for free. In less then 10 minutes a day and less than an hour total? Signup for my free classes delivered daily right to your email inbox for free!  <\/em><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/subscribepage.io\/8daystosqlcourse\"><img loading=\"lazy\" decoding=\"async\" width=\"558\" height=\"280\" src=\"https:\/\/jackofalltradesmasterofsome.com\/blog\/wp-content\/uploads\/2023\/02\/image-1.png\" alt=\"\" class=\"wp-image-1305\" srcset=\"https:\/\/jackofalltradesmasterofsome.com\/blog\/wp-content\/uploads\/2023\/02\/image-1.png 558w, https:\/\/jackofalltradesmasterofsome.com\/blog\/wp-content\/uploads\/2023\/02\/image-1-300x151.png 300w\" sizes=\"auto, (max-width: 558px) 100vw, 558px\" \/><\/a><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/subscribepage.io\/Py2Y8D\"><img loading=\"lazy\" decoding=\"async\" width=\"572\" height=\"281\" src=\"https:\/\/jackofalltradesmasterofsome.com\/blog\/wp-content\/uploads\/2023\/02\/image-2.png\" alt=\"\" class=\"wp-image-1306\" srcset=\"https:\/\/jackofalltradesmasterofsome.com\/blog\/wp-content\/uploads\/2023\/02\/image-2.png 572w, https:\/\/jackofalltradesmasterofsome.com\/blog\/wp-content\/uploads\/2023\/02\/image-2-300x147.png 300w\" sizes=\"auto, (max-width: 572px) 100vw, 572px\" \/><\/a><\/figure>\n\n\n\n<p>Now back to the article&#8230;<\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>Log into Salesforce as an admin account and navigate to settings.<\/li><\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"307\" height=\"115\" src=\"http:\/\/jackofalltradesmasterofsome.com\/blog\/wp-content\/uploads\/2021\/06\/image.png\" alt=\"\" class=\"wp-image-1190\" srcset=\"https:\/\/jackofalltradesmasterofsome.com\/blog\/wp-content\/uploads\/2021\/06\/image.png 307w, https:\/\/jackofalltradesmasterofsome.com\/blog\/wp-content\/uploads\/2021\/06\/image-300x112.png 300w\" sizes=\"auto, (max-width: 307px) 100vw, 307px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\"><li>Reset your security token on the left hand side menu under \u201cMy Personal Information\u201d. This will email you a token that will be used in later steps.<\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"191\" height=\"279\" src=\"http:\/\/jackofalltradesmasterofsome.com\/blog\/wp-content\/uploads\/2021\/06\/image-1.png\" alt=\"\" class=\"wp-image-1191\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\"><li><\/li><\/ul>\n\n\n\n<ul class=\"wp-block-list\"><li>Navigate to \u201cSetup\u201d<\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"251\" height=\"241\" src=\"http:\/\/jackofalltradesmasterofsome.com\/blog\/wp-content\/uploads\/2021\/06\/image-2.png\" alt=\"\" class=\"wp-image-1192\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\"><li>Navigate to \u201cSetup -&gt; Permission Sets -&gt; (name) -&gt; System permissions\u201d and edit the \u201cSecurity Center Integration User\u201d and then the \u201cSystem Permissions\u201d<\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"502\" height=\"393\" src=\"http:\/\/jackofalltradesmasterofsome.com\/blog\/wp-content\/uploads\/2021\/06\/image-3.png\" alt=\"\" class=\"wp-image-1193\" srcset=\"https:\/\/jackofalltradesmasterofsome.com\/blog\/wp-content\/uploads\/2021\/06\/image-3.png 502w, https:\/\/jackofalltradesmasterofsome.com\/blog\/wp-content\/uploads\/2021\/06\/image-3-300x235.png 300w\" sizes=\"auto, (max-width: 502px) 100vw, 502px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\"><li>Verify that Enable \u201cAPI Enabled\u201d<\/li><\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Create a Linked Service to Salesforce in Azure Data Factory <\/h2>\n\n\n\n<ol class=\"wp-block-list\"><li>Create a new Linked Service for Azure<\/li><li>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.<\/li><\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"215\" height=\"186\" src=\"http:\/\/jackofalltradesmasterofsome.com\/blog\/wp-content\/uploads\/2021\/06\/image-4.png\" alt=\"\" class=\"wp-image-1194\"\/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"280\" height=\"299\" src=\"http:\/\/jackofalltradesmasterofsome.com\/blog\/wp-content\/uploads\/2021\/06\/image-5.png\" alt=\"\" class=\"wp-image-1195\"\/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Create a Azure Data Factory Dataset to Salesforce<\/h2>\n\n\n\n<ol class=\"wp-block-list\"><li>Create a new dataset in ADF and Select Salesforce<\/li><\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"454\" height=\"110\" src=\"http:\/\/jackofalltradesmasterofsome.com\/blog\/wp-content\/uploads\/2021\/06\/image-6.png\" alt=\"\" class=\"wp-image-1196\" srcset=\"https:\/\/jackofalltradesmasterofsome.com\/blog\/wp-content\/uploads\/2021\/06\/image-6.png 454w, https:\/\/jackofalltradesmasterofsome.com\/blog\/wp-content\/uploads\/2021\/06\/image-6-300x73.png 300w\" sizes=\"auto, (max-width: 454px) 100vw, 454px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"225\" height=\"278\" src=\"http:\/\/jackofalltradesmasterofsome.com\/blog\/wp-content\/uploads\/2021\/06\/image-7.png\" alt=\"\" class=\"wp-image-1197\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\"><li>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.<\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"624\" height=\"125\" src=\"http:\/\/jackofalltradesmasterofsome.com\/blog\/wp-content\/uploads\/2021\/06\/image-8.png\" alt=\"\" class=\"wp-image-1198\" srcset=\"https:\/\/jackofalltradesmasterofsome.com\/blog\/wp-content\/uploads\/2021\/06\/image-8.png 624w, https:\/\/jackofalltradesmasterofsome.com\/blog\/wp-content\/uploads\/2021\/06\/image-8-300x60.png 300w\" sizes=\"auto, (max-width: 624px) 100vw, 624px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"624\" height=\"461\" src=\"http:\/\/jackofalltradesmasterofsome.com\/blog\/wp-content\/uploads\/2021\/06\/image-9.png\" alt=\"\" class=\"wp-image-1199\" srcset=\"https:\/\/jackofalltradesmasterofsome.com\/blog\/wp-content\/uploads\/2021\/06\/image-9.png 624w, https:\/\/jackofalltradesmasterofsome.com\/blog\/wp-content\/uploads\/2021\/06\/image-9-300x222.png 300w\" sizes=\"auto, (max-width: 624px) 100vw, 624px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Create a pipeline to move Data<\/h2>\n\n\n\n<p>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. <\/p>\n\n\n\n<p>Copy data to and from Salesforce with Azure Data Factory<\/p>\n\n\n\n<p>Get <a href=\"https:\/\/www.salesforce.com\/\">Salesforce here <\/a><\/p>\n\n\n\n<p>Get <a href=\"https:\/\/azure.microsoft.com\/en-us\/\">Azure here<\/a><\/p>\n\n\n\n<p>Enjoying Learning about Azure and Azure Data Factory? Check out some of my <a href=\"https:\/\/www.udemy.com\/course\/modern-data-architecture-using-microsoft-azure\/?referralCode=068E6D86486E60C7D696\">online classes here<\/a> or how to set up a run time to <a href=\"http:\/\/jackofalltradesmasterofsome.com\/blog\/2021\/01\/12\/setting-up-azure-data-factory-integration-runtime-for-on-prem-connections\/\">move data on-prem<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>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. Side Note: Want to learn SQL or [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":1200,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4,52,28,5,11],"tags":[],"class_list":["post-1188","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-analytics","category-app-dev","category-azure","category-consulting","category-data-warehouse"],"_links":{"self":[{"href":"https:\/\/jackofalltradesmasterofsome.com\/blog\/wp-json\/wp\/v2\/posts\/1188","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/jackofalltradesmasterofsome.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/jackofalltradesmasterofsome.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/jackofalltradesmasterofsome.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/jackofalltradesmasterofsome.com\/blog\/wp-json\/wp\/v2\/comments?post=1188"}],"version-history":[{"count":7,"href":"https:\/\/jackofalltradesmasterofsome.com\/blog\/wp-json\/wp\/v2\/posts\/1188\/revisions"}],"predecessor-version":[{"id":1317,"href":"https:\/\/jackofalltradesmasterofsome.com\/blog\/wp-json\/wp\/v2\/posts\/1188\/revisions\/1317"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/jackofalltradesmasterofsome.com\/blog\/wp-json\/wp\/v2\/media\/1200"}],"wp:attachment":[{"href":"https:\/\/jackofalltradesmasterofsome.com\/blog\/wp-json\/wp\/v2\/media?parent=1188"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/jackofalltradesmasterofsome.com\/blog\/wp-json\/wp\/v2\/categories?post=1188"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/jackofalltradesmasterofsome.com\/blog\/wp-json\/wp\/v2\/tags?post=1188"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}