You could keep the SQL data external and use Salesforce Connect (paid add-on product) to view the data in Salesforce. Or you could add Einstein Analytics or Tableau to reach out and report on the data. This option is nice, since the dashboard visualizations are a lot richer. But more work to set up.
Table of Contents
What is Salesforce SQL and how to use it?
Salesforce SQL is also known as the Salesforce Object Query Language (SOQL). We can use SOQL to search for the organization’s Salesforce data for some specific information.
What is the use of files in Salesforce?
Use Salesforce Files to share and collaborate on files, store files privately, manage version updates, and follow files that are important to you. Use Files Connect to connect to external file systems right from Salesforce. Files Home is the central location of your files in Salesforce.
How do I import data from Salesforce to SQL Server?
The import of data directly from Salesforce, however, requires a third-party ADO.NET provider for Salesorce or an ODBC driver. The other way is to export Salesforce Data to CSV first and then import it to SQL Server, using the SQL Server Import Wizard.
How to replicate data from Salesforce to SQL Server?
First, open a replication package using +NEW menu. Second, select Salesforce as source, SQL Server as target. As soon as you select Salesforce, the table with Salesforce objects will appear on the right. Choose the objects you want to replicate data from.
Can you 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 database does Salesforce use?
Oracle DatabasesSalesforce also utilized PostgreSQL and a few other languages, but the majority of its platform runs on Oracle Databases.
Do you need to know SQL for Salesforce?
For now, you just need to know how to query Salesforce data using the SELECT statement that SOQL provides.
What is SQL in Salesforce?
SQL is standard ANSI standard query language where as SOQL is specially optimized version of SQL specially designed for working with Salesforce.com underlying database. it is the abbreviation of Salesforce Object Query Language.
Does Salesforce use MySQL?
While Salesforce is a great platform in its own right, Salesforce to MySQL integration allows you to simplify and streamline your CRM process throughout your organization.
Does Salesforce offer a database?
Salesforce runs on the Force.com platform, which provides a powerful relational 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).
How do I connect SQL 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.
Is SQL and SOQL same?
Unlike SQL, SOQL is a language exclusively for querying the database rather than modifying data like in traditional SQL. There are no INSERT or UPDATE statements. Changing data is done using Salesforce’s UI or Apex DML, part of Salesforce’s proprietary programming language.
What language does Salesforce use?
For server-side development, Salesforce app developers use Apex, a strongly typed object-oriented programming language with syntax similar to Java. Apex code is stored in the format of classes and triggers. Salesforce also has its own data management language SOQL, which is similar to SQL.
How do I query a document in Salesforce?
Execute the below queries in the Developer Console. SELECT Id, LinkedEntityId, ContentDocumentId FROM ContentDocumentLink WHERE LinkedEntityId=<
What SQL does marketing cloud use?
SQL in Salesforce Marketing Cloud And Marketing Cloud’s Data Extensions, with the help of Data Designer, offers precisely that. A relational database. Same for system Data Views containing tracking data. Because of this, SQL is used in SFMC whenever powerful segmentation is needed (mostly using Automation Studio).
How does Salesforce Connect work?
With Salesforce Connect, you link SQL Server data obtained via the OData protocol in Skyvia to Salesforce as external objects and then work with these data as with usual SFDC objects .
What is SQL Server Import Wizard?
SQL Server Import Wizard is a part of SQL Server Integration Services (SSIS) – a powerful data integration solution that can perform a broad range of data migration tasks. If you need more than simple import of Salesforce data to SQL Server as is, for example, you need to transform data inbetween, you can use SSIS for it.
Can you replicate Salesforce to SQL Server?
However, please note that replication doesn’t allow any data transformations. It is also unidirectional, which means you can replicate your data only in one direction – from Salesforce to SQL Server. First, open a replication package using +NEW menu. Second, select Salesforce as source, SQL Server as target.
How many versions of Salesforce can you have?
Salesforce can track many versions of the same file, but not an unlimited number. You can have up to 2,048 versions. If you’re hitting that limit, you’re in a select group indeed.
Can administrators view a file?
Some administrators may still be able to view the file if they have the “Modify All Data” permission. I say “may,” because the file owner can prevent even these administrators from viewing the file by keeping it in a private library. File metadata is not treated the same as the file itself, however.
Can I share a file with someone?
Files can also be shared by generating an encrypted URL link to the file and sending it to whomever you like. The link is public, so you can share a file this way with individuals both within and outside of your company, including customers and partners.
Can you make a Salesforce file private?
If a file has been shared with a record, you can also make it private without un-attaching it from the record. If you do so, other users viewing the record won’t see the file even though it’s attached. In Salesforce Lightning, making a file private is a manual process.
Can you upload a new version of Salesforce?
When working with files in Salesforce, you can upload new versions. Salesforce will track all versions of a file for you. When you upload a new version, it actually replaces the previous version as the active file, but all versions are still available if you need them.
Can you connect Salesforce to external file system?
Connect your files to external file systems. Your company may have its own file system. If you want a file accessible both through Salesforce and through an external file system, you can connect it there.
What is Salesforce Files?
Files is the newest and most robust way to manage and share files that Salesforce has ever had. Using Files, we can: Files can be easily accessed by clicking the Files tab. From here, you can see organized content that is owned by you, shared with you, or followed by you, and you can view and manage Files libraries.
Can you see Google Docs in Lightning?
In Lightning, you can still see Google Docs on records by adding the Google Docs & Attachments related list to the page layout. Unfortunately, if you want to add a new Google Doc, you will need to do so from Classic, and clicking on an existing Doc will automatically switch to Classic.
Can you edit a file in Salesforce?
You can edit a file, download it, generate a public link, or even upload a new version. So as you can see, Salesforce has been moving toward consolidating its file management into Files so users do not have to use multiple tools for file management.
Part one: salesforce APIs
Those lovely people over at Salesforce have a bunch of APIs for developers to do all sorts of wizardry with. Just take a look at this handy list.
Part two: SQLizer API
Once you’ve navigated through the Salesforce export process, the hard part’s over. Now you need to convert CSV to SQL. That’s where the SQLizer API comes in.
Part three: SQL file into SQL database
Now all that’s left to do is simply import/upload your new SQL file into your database. Because SQLizer has pre-defined TABLE and INSERT statements this step is simply waiting for your file to import/upload.
Automate and be done with it
With this setup you could potentially automate the entire process of exporting Salesforce data and getting it into your own database. You can even set up a large-scale pipeline with the SQLizer API, convert files en-masse.
