Help Manual

SSIS Integration Toolkit for Salesforce

Learn how to use the components found in the SSIS Integration Toolkit for Salesforce

SSIS Integration Toolkit for Salesforce Documentation

The SSIS Integration Toolkit for Salesforce components to facilitate integration with Salesforce applications. The toolkit includes connection managers, source and destination components to streamline integration with Salesforce services. For your convenience, these components are split among the appropriate 3 categories within this Help Manual.

You will need to use the appropriate group of components in order to perform the integration with your desired application.

  • Use the Salesforce Components to facilitate your integration/migration with Salesforce.
  • Use the Salesforce Marketing Cloud Components to facilitate your integration/migration with Salesforce Marketing Cloud.
  • Use the Salesforce Wave Destination component to facilitate your integration/migration with Salesforce Wave Analytics/Tableau CRM.

These components can be used with any other SSIS component to create your integration or migration project.

For additional resources on Salesforce migration and integration projects, we recommend the book, Developing Data Migrations and Integrations with Salesforce.

Installation and Setup
  • This section provides an overview of the installation and setup process, including requirements and examples.
Salesforce
  • Salesforce Connection Manager
    • The Salesforce Connection Manager allows you to specify how you want to connect to Salesforce.
  • Salesforce Source Component
    • The Salesforce Source Component is an SSIS data flow pipeline component that can be used to read/retrieve data from your Salesforce instance. The Salesforce source component supports using either a Salesforce object or an object query statement as the data source.
  • Salesforce Destination Component
    • The Salesforce Destination Component is an SSIS data flow pipeline component that can be used to write data to your Salesforce instance. You may Create, Update, Delete, Upsert, Merge, HardDelete, or Undelete Salesforce records using the Salesforce Destination Component.
Salesforce Marketing Cloud
  • Salesforce Marketing Cloud Connection Manager
    • The Salesforce Marketing Cloud Connection Manager allows you to specify how you want to connect to Salesforce Marketing Cloud.
  • Salesforce Marketing Cloud Source Component
    • The Salesforce Marketing Cloud Source Component is an SSIS data flow pipeline component that can be used to read/retrieve data from your Salesforce Marketing Cloud instance.
  • Salesforce Marketing Cloud Destination Component
    • The Salesforce Marketing Cloud Destination Component is an SSIS data flow pipeline component that can be used to write data to your Salesforce Marketing Cloud instance. You may Create, Update, Delete, or Upsert Salesforce Marketing Cloud records using the Salesforce Marketing Cloud Destination Component.
Salesforce Wave Analytics
  • Salesforce Wave Destination Component
    • The Salesforce Wave Destination Component is an SSIS data flow pipeline component added since the v7.0 release that can be used to write data to the Salesforce Wave Analytics platform. The Salesforce Wave Destination Component includes the following two pages to configure how SSIS writes data to Salesforce Wave Analytics.

Video Resources

Youtube Video - Getting started with the SSIS Integration Toolkit for Salesforce