by rssbus | November 21, 2017

Synchronize Data from Salesforce to a SQLite Database

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Synchronize Data from Salesforce to a SQLite Database

The sample project featured in this article has built-in templates and mapping scripts for retrieving Salesforce opportunities and storing them in a local SQLite database.

The ports are configured to automatically move files from one port to the next until the opportunities from Salesforce are added to the SQLite database provided in the SQLite port. If there is already an existing contact record in the SQLite database with a matching name, the application will instead update the existing entry with the new data.

The map port and SQLite port are preconfigured to operate automatically. You can schedule the application to poll Salesforce for new records whenever you want the job to run from the Salesforce port settings page, or manually process files using the Receive button from the Receive tab of the Salesforce port. You can open the SQLite database file with a tool like DBVisualizer to view the new opportunities.

In order to configure the example, please follow these steps:

  1. Go to the Ports tab and click the Import Settings button. In the dialog that appears, choose the file to import the project's settings and port configurations.
  2. After you have imported the sample, start by selecting the Salesforce port and navigating to the Settings tab. If you have not already installed the Salesforce port, the application will prompt you to install it.
  3. From Settings, to connect to your Salesforce account, the Username, Password and Security Token of your account need to be set to their respective fields. The Username and Password are the same credentials you use to login to your Salesforce account, while the Security Token is a code assigned by Salesforce that is changed whenever you reset your password. If you do not know it, you can send a request to Salesforce from your account to have the token reset.
    After setting these credentials, click the Test Connection button to verify that you can connect to your Salesforce Account from RSSBus Connect.
  4. You will also need to establish a connection to the database. A SampleDatabase.db file has been included with the SQLite port sample. The database can either be left in the port folder, or moved to another location on disk. Open the SQLite port and navigate to the Settings tab, where you can set the Data Source property to the location of the database. Click on Test Connection to verify that the database file can be accessed by the application.
  5. To execute the sample, navigate to the Receive tab of the Salesforce port. Click the Receive button to begin retrieving records from Salesforce.