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APPLIES TO: Azure Data Factory Azure Synapse Analytics (Preview)

This article outlines how to use Copy Activity in Azure Data Factory to copy data from and to Salesforce. It builds on the Copy Activity overview article that presents a general overview of the copy activity.

Supported capabilities

This Salesforce connector is supported for the following activities:

  • Copy activity with supported source/sink matrix

You can copy data from Salesforce to any supported sink data store. You also can copy data from any supported source data store to Salesforce. For a list of data stores that are supported as sources or sinks by the Copy activity, see the Supported data stores table.

Specifically, this Salesforce connector supports:

  • Salesforce Developer, Professional, Enterprise, or Unlimited editions.
  • Copying data from and to Salesforce production, sandbox, and custom domain.

The Salesforce connector is built on top of the Salesforce REST/Bulk API. By default, the connector uses v45 to copy data from Salesforce, and uses v40 to copy data to Salesforce. You can also explicitly set the API version used to read/write data via apiVersion property in linked service.

Prerequisites

API permission must be enabled in Salesforce. For more information, see Enable API access in Salesforce by permission set

Salesforce request limits

Salesforce has limits for both total API requests and concurrent API requests. Note the following points:

  • If the number of concurrent requests exceeds the limit, throttling occurs and you see random failures.
  • If the total number of requests exceeds the limit, the Salesforce account is blocked for 24 hours.

You might also receive the 'REQUEST_LIMIT_EXCEEDED' error message in both scenarios. For more information, see the 'API request limits' section in Salesforce developer limits.

Get started

To perform the Copy activity with a pipeline, you can use one of the following tools or SDKs:

The following sections provide details about properties that are used to define Data Factory entities specific to the Salesforce connector.

Linked service properties

The following properties are supported for the Salesforce linked service.

PropertyDescriptionRequired
typeThe type property must be set to Salesforce.Yes
environmentUrlSpecify the URL of the Salesforce instance.
- Default is 'https://login.salesforce.com'.
- To copy data from sandbox, specify 'https://test.salesforce.com'.
- To copy data from custom domain, specify, for example, 'https://[domain].my.salesforce.com'.
No
usernameSpecify a user name for the user account.Yes
passwordSpecify a password for the user account.
Mark this field as a SecureString to store it securely in Data Factory, or reference a secret stored in Azure Key Vault.
Yes
securityTokenSpecify a security token for the user account.
To learn about security tokens in general, see Security and the API. The security token can be skipped only if you add the Integration Runtime's IP to the trusted IP address list on Salesforce. When using Azure IR, refer to Azure Integration Runtime IP addresses.
For instructions on how to get and reset a security token, see Get a security token. Mark this field as a SecureString to store it securely in Data Factory, or reference a secret stored in Azure Key Vault.
No
apiVersionSpecify the Salesforce REST/Bulk API version to use, e.g. 48.0. By default, the connector uses v45 to copy data from Salesforce, and uses v40 to copy data to Salesforce.No
connectViaThe integration runtime to be used to connect to the data store. If not specified, it uses the default Azure Integration Runtime.No for source, Yes for sink if the source linked service doesn't have integration runtime

Important

When you copy data into Salesforce, the default Azure Integration Runtime can't be used to execute copy. In other words, if your source linked service doesn't have a specified integration runtime, explicitly create an Azure Integration Runtime with a location near your Salesforce instance. Associate the Salesforce linked service as in the following example.

Salesforce data loader tutorial

Example: Store credentials in Data Factory

Example: Store credentials in Key Vault

Data

Dataset properties

For a full list of sections and properties available for defining datasets, see the Datasets article. This section provides a list of properties supported by the Salesforce dataset.

To copy data from and to Salesforce, set the type property of the dataset to SalesforceObject. The following properties are supported.

PropertyDescriptionRequired
typeThe type property must be set to SalesforceObject.Yes
objectApiNameThe Salesforce object name to retrieve data from.No for source, Yes for sink
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Important

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The '__c' part of API Name is needed for any custom object.

Example:

Note

For backward compatibility: When you copy data from Salesforce, if you use the previous 'RelationalTable' type dataset, it keeps working while you see a suggestion to switch to the new 'SalesforceObject' type.

PropertyDescriptionRequired
typeThe type property of the dataset must be set to RelationalTable.Yes
tableNameName of the table in Salesforce.No (if 'query' in the activity source is specified)

Copy activity properties

For a full list of sections and properties available for defining activities, see the Pipelines article. This section provides a list of properties supported by Salesforce source and sink.

Salesforce as a source type

To copy data from Salesforce, set the source type in the copy activity to SalesforceSource. The following properties are supported in the copy activity source section.

PropertyDescriptionRequired
typeThe type property of the copy activity source must be set to SalesforceSource.Yes
queryUse the custom query to read data. You can use Salesforce Object Query Language (SOQL) query or SQL-92 query. See more tips in query tips section. If query is not specified, all the data of the Salesforce object specified in 'objectApiName' in dataset will be retrieved.No (if 'objectApiName' in the dataset is specified)
readBehaviorIndicates whether to query the existing records, or query all records including the deleted ones. If not specified, the default behavior is the former.
Allowed values: query (default), queryAll.
No

Important

The '__c' part of API Name is needed for any custom object.

Example:

Note

For backward compatibility: When you copy data from Salesforce, if you use the previous 'RelationalSource' type copy, the source keeps working while you see a suggestion to switch to the new 'SalesforceSource' type.

Salesforce as a sink type

To copy data to Salesforce, set the sink type in the copy activity to SalesforceSink. The following properties are supported in the copy activity sink section.

PropertyDescriptionRequired
typeThe type property of the copy activity sink must be set to SalesforceSink.Yes
writeBehaviorThe write behavior for the operation.
Allowed values are Insert and Upsert.
No (default is Insert)
externalIdFieldNameThe name of the external ID field for the upsert operation. The specified field must be defined as 'External ID Field' in the Salesforce object. It can't have NULL values in the corresponding input data.Yes for 'Upsert'
writeBatchSizeThe row count of data written to Salesforce in each batch.No (default is 5,000)
ignoreNullValuesIndicates whether to ignore NULL values from input data during a write operation.
Allowed values are true and false.
- True: Leave the data in the destination object unchanged when you do an upsert or update operation. Insert a defined default value when you do an insert operation.
- False: Update the data in the destination object to NULL when you do an upsert or update operation. Insert a NULL value when you do an insert operation.
No (default is false)

Example: Salesforce sink in a copy activity

Query tips

Retrieve data from a Salesforce report

You can retrieve data from Salesforce reports by specifying a query as {call '<report name>'}. An example is 'query': '{call 'TestReport'}'.

Retrieve deleted records from the Salesforce Recycle Bin

To query the soft deleted records from the Salesforce Recycle Bin, you can specify readBehavior as queryAll.

Difference between SOQL and SQL query syntax

When copying data from Salesforce, you can use either SOQL query or SQL query. Note that these two has different syntax and functionality support, do not mix it. You are suggested to use the SOQL query, which is natively supported by Salesforce. The following table lists the main differences:

SyntaxSOQL ModeSQL Mode
Column selectionNeed to enumerate the fields to be copied in the query, e.g. SELECT field1, filed2 FROM objectnameSELECT * is supported in addition to column selection.
Quotation marksFiled/object names cannot be quoted.Field/object names can be quoted, e.g. SELECT 'id' FROM 'Account'
Datetime formatRefer to details here and samples in next section.Refer to details here and samples in next section.
Boolean valuesRepresented as False and True, e.g. SELECT … WHERE IsDeleted=True.Represented as 0 or 1, e.g. SELECT … WHERE IsDeleted=1.
Column renamingNot supported.Supported, e.g.: SELECT a AS b FROM ….
RelationshipSupported, e.g. Account_vod__r.nvs_Country__c.Not supported.

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Retrieve data by using a where clause on the DateTime column

When you specify the SOQL or SQL query, pay attention to the DateTime format difference. For example:

  • SOQL sample: SELECT Id, Name, BillingCity FROM Account WHERE LastModifiedDate >= @{formatDateTime(pipeline().parameters.StartTime,'yyyy-MM-ddTHH:mm:ssZ')} AND LastModifiedDate < @{formatDateTime(pipeline().parameters.EndTime,'yyyy-MM-ddTHH:mm:ssZ')}
  • SQL sample: SELECT * FROM Account WHERE LastModifiedDate >= {ts'@{formatDateTime(pipeline().parameters.StartTime,'yyyy-MM-dd HH:mm:ss')}'} AND LastModifiedDate < {ts'@{formatDateTime(pipeline().parameters.EndTime,'yyyy-MM-dd HH:mm:ss')}'}
Data

Error of MALFORMED_QUERY: Truncated

If you hit error of 'MALFORMED_QUERY: Truncated', normally it's due to you have JunctionIdList type column in data and Salesforce has limitation on supporting such data with large number of rows. To mitigate, try to exclude JunctionIdList column or limit the number of rows to copy (you can partition to multiple copy activity runs).

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Data type mapping for Salesforce

When you copy data from Salesforce, the following mappings are used from Salesforce data types to Data Factory interim data types. To learn about how the copy activity maps the source schema and data type to the sink, see Schema and data type mappings.

Salesforce data typeData Factory interim data type
Auto NumberString
CheckboxBoolean
CurrencyDecimal
DateDateTime
Date/TimeDateTime
EmailString
IDString
Lookup RelationshipString
Multi-Select PicklistString
NumberDecimal
PercentDecimal
PhoneString
PicklistString
TextString
Text AreaString
Text Area (Long)String
Text Area (Rich)String
Text (Encrypted)String
URLString

Lookup activity properties

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To learn details about the properties, check Lookup activity.

Next steps

For a list of data stores supported as sources and sinks by the copy activity in Data Factory, see Supported data stores.