Slaesforce FAQ

how to connect database in salesforce

by Luis Stoltenberg Published 2 years ago Updated 2 years ago
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In the opened package editor, select Database or cloud app source type. In the Connection drop-down list, select SQL Server as a source. Below select Salesforce connection as a target and after that click the Add new link, which helps you to add and configure tasks.

Stage 1: Get started
  1. Select External Data > New Data Source > From Online Services > From Salesforce.
  2. Do one of the following: To import, select Import the source data into a new table in the current database. To link, select Link the data source by creating a linked table.
  3. Select OK.

Full Answer

How to connect Salesforce to an external database?

The following are some alternatives to connect Salesforce to your external database: 1. Using Force.com Web Services API Integrate your data on Salesforce.com database and store it using the Force.com web services API. You can then use Data Loader to update it or build a Visualforce page on the data when needed. 2.

What is Salesforce connect data?

Salesforce Connect - Data. Tightly integrate external data sources into your apps, giving employees a unified customer view, on any device. Admins can use point-and-click tools to bring data in or connect data between Salesforce instances, and developers can code simple APEX adapters to connect data from any web service API.

What are Salesforce databases and how do they work?

With Salesforce Databases in place, you can develop relational tables that not only store your customer data but also “share data” to provide more actionable insights, avoid data redundancy and boost performance. Salesforce Databases follow two main types of relationship for their objects:

How do you connect data between two Salesforce instances?

Admins can use point-and-click tools to bring data in or connect data between Salesforce instances, and developers can code simple APEX adapters to connect data from any web service API. You can even seamlessly connect data between your Salesforce instances, no coding required.

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How do I connect to an external database in Salesforce?

Add an External Data SourceFrom Setup, type External Data into the Quick Find text box. ... Enter OrderDB for External Data Source and name the data source OrderDB , and select Salesforce Connect: OData 2.0 as the type.On the next screen, click Validate and Sync.More items...

How do I connect SQL database to Salesforce?

In the opened package editor, select Database or cloud app source type. In the Connection drop-down list, select SQL Server as a source. Below select Salesforce connection as a target and after that click the Add new link, which helps you to add and configure tasks.

How does Salesforce connect to Oracle database?

Methods to connect Oracle to SalesforceMethod 1: Using Salesforce bulk APIs to load data from Oracle to Salesforce.Method 2: Using Oracle's Integration Cloud to load data from Oracle to Salesforce.Method 3: Using Hevo Activate, A convenient way to connect Oracle to Salesforce.

How do I view a database in Salesforce?

Salesforce – Viewing Data in the Developer ConsoleEnter a SOQL query in the Editor box or navigate to File –> Open Resource. The Open Resource window displays.Search for the object by typing in the Select an item to open box. Select the object and click the Open For this example we will query on Account.

How do I transfer data from database to Salesforce?

All you need to do is download the WSDL from your org, add it as a Web Reference and then code against it. Alternatively you can use the Data Loader with SQL Server which is another way in which I've been able to connect to Salesforce.

Can I use SQL with Salesforce?

You can use SQL to join Salesforce data with product data. In this post, we'll walk through a sample report replicating common Salesforce CRM reporting in SQL, so you can more easily audit, adjust, and extend that analysis.

What is Salesforce Connect?

Salesforce Connect provides seamless integration of data across system boundaries by letting your users view, search, and modify data that's stored outside your Salesforce org. For example, perhaps you have data that's stored on premises in an enterprise resource planning (ERP) system.

Is Salesforce an Oracle database?

The Salesforce Database is powered by Oracle. This employs a variety of features that makes it self-secure and improve the repairing functionality. There are a number of languages that are used for the Salesforce Database including SQL.

Does Oracle integration with Salesforce?

The introduction of the Oracle Cloud Adapter for Salesforce.com offers a single integration platform to unify cloud and on-premises applications. Integration with Salesforce.com is not as simple and straightforward as Web Service connectivity.

How does Salesforce database work?

The Salesforce Database In a relational database, data is stored in tables. Each table is made up of any number of columns that represent a particular type of data (like a date or a number). Each row is a group of related data values. Essentially, a database is like a spreadsheet.

How do I query a database in Salesforce?

Execute a SOQL Query or SOSL SearchEnter a SOQL query or SOSL search in the Query Editor panel.If you want to query tooling entities instead of data entities, select Use Tooling API.Click Execute. ... Warning If you rerun a query, unsaved changes in the Query Results grid are lost.

How do I create a database in Salesforce?

0:1912:52Salesforce For Beginners: Database,Objects,Fields and RecordsYouTubeStart of suggested clipEnd of suggested clipA table is represented by an object in salesforce. So and a column is represented as fields whereasMoreA table is represented by an object in salesforce. So and a column is represented as fields whereas a rows in a table is represented as records of a object.

What is data loader in Salesforce?

Data Loader is a prebuilt tool that you can use to get your data into Salesforce objects or extract data form database objects into a desired destination. You can also use the tool to perform deletions in bulk using the ID fields of the data that you wish to delete.

How to install data loader?

In the application, go to Setup, then click Data Management > Data Loader. Click Download the Data loader, save the installer file, and click Run if prompted. If prompted by the OS to allow the program to make changes to the computer, click Yes. If not prompted, double click the downloaded file to run the install wizard.

How to change data loader settings?

Here’s how you can change the main settings of the tool. Open Data Loader by clicking Start > All Programs > Salesforce.com > Data Loder. Open Settings. Edit the settings fields as required. There are a wide variety of fields and you can use these to fine tune your configuration.

Is Salesforce a robust platform?

Salesforce. Salesforce in itself is a very robust platform. It has all the tables that you may need and you can easily create new tables as per your requirements. Also if you want you can import an external table easily into the platform. However if you want to connect your salesforce solution to an external database, ...

Can WSDL create apex?

If your web service provides WSDL facility, you can use it to import data directly to Apex and Apex will auto-generate the apex classes. That means you won’t have to create XML files or HTTP request files. WSDL creates them both. Web service can create service call messages using HTTP RESTful apex classes.

Does WSDL create service calls?

WSDL creates them both. Web service can create service call messages using HTTP RESTful apex classes. But this means that you may have to manually configure the files for proper integration. These web service can work only after you have established a connection to the both sources, database and Salesforce.

Is Salesforce database mapping difficult?

Even though when compared to Data Loader option, using a web service is much easier, database mapping can prove to quite difficult especially if you don’t have proper understanding behind the process. Also inexperienced handling results in lots of errors which are very difficult to debug. So we recommend using an experienced and certified Salesforce integration consultant and developer for all your salesforce integration services.

Why is it so hard to integrate Salesforce with MySQL?

Although there are a variety of benefits for Salesforce to MySQL integration, it can be difficult to integrate the systems because there is not an automated connection option for connecting the two platforms.

Is Salesforce a good platform?

Salesforce is an excellent platform that provides customer relationship management insights across multiple departments giving you a holistic view of your company’s customer interactions, information, profiles, and more.

Can DocInfusion connect to Salesforce?

However, integration is a time-consuming, difficult process without integration assistance. DocInfusion provides custom integration services and can easily connect your Salesforce and MySQL platforms to give you greater functionality and increased benefits for your CRM platform.

Can Salesforce integrate with MySQL?

For most people, integrating your Salesforce platform with MySQL is a time-consuming and difficult task. Using a third-party integration service can simplify and streamline the integration process. DocInfusion experts make the task of integration easy and can even help you set up several services including:

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Table of Contents

Introduction to Salesforce

  • Salesforceis a cloud-based CRM tool that helps you maintain and manage your interactions with your customers. Salesforce also offers many cloud-based products, including the internet of things products and data analytics products, in addition to its flagship CRM tool. Salesforce is also able to integrate with a myriad of software tools, which makes it an incredibly versatile tool…
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Introduction to Databases

  • A database is simply a collection of electronic data stored in a computer system. There are many types of databases, but for this blog, we’ll briefly look at two types of databases. These are relational and non-relational (NoSQL) databases.
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Understanding The Salesforce Database’S Relational Nature

  • Salesforce databases thrive on object-based relationships and allow users to either; leverage the standard objects & their relationships or create custom objects and derive relationships to share complex and dynamic information seamlessly. With Salesforce Databases in place, you can develop relational tables that not only store your customer data but also “share data” to provide …
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Conclusion

  • Even though Salesforce does not provide direct integration with an external database, the above 4 alternatives can help you achieve much of the same functionality if they are implemented well. Achieving Salesforce database integration, by using web services by Force.com or by using WSDL, requires extensive hard work and time. So, if you want to avoid the hassle involved in these meth…
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