Unlocking Salesforce Data with Azure Data Factory

Azure Data Factory is a powerful tool that enables seamless integration between Salesforce and various data sources. It allows you to extract, transform, and load data from Salesforce into your data warehouse or other systems.

You can use Azure Data Factory to connect to Salesforce using the Salesforce Source connector, which supports both Salesforce Classic and Lightning Experience.

With Azure Data Factory, you can also use the Salesforce Sink connector to load data into Salesforce from other data sources, including Azure Blob Storage and Azure SQL Database.

This enables you to create a unified view of your customer data across multiple systems, improving customer insights and business decision-making.

To create a connection to Salesforce Pardot data from Azure Data Factory, you can use CData Connect Cloud. This is a straightforward process that involves creating and configuring a Salesforce Pardot connection.

CData Connect Cloud uses a point-and-click interface to connect to data sources. To start, log into Connect Cloud, click Connections, and click Add Connection. Select "Salesforce Pardot" from the Add Connection panel.

To connect to Salesforce Pardot, you'll need to enter the necessary authentication properties, including API Version, Username, Password, and User Key. You can find your User Key by going to Settings -> My Profile, under the API User Key row.

Here are the steps to create a linked service to Salesforce using the Azure portal UI:

To create a linked service to Salesforce in the Azure portal UI, browse to the Manage tab in your Azure Data Factory or Synapse workspace and select Linked Services, then click New. You can then search for Salesforce and select the Salesforce connector.

The next step is to configure the service details, test the connection, and create the new linked service. This is a straightforward process that allows you to connect your Azure Data Factory to your Salesforce account.

To configure the service details, you'll need to provide the necessary authentication properties, such as your Salesforce instance URL, client ID, client secret, and API version. These properties can be found in the Salesforce portal or through the Salesforce documentation.

Here's a summary of the required properties for the Salesforce linked service:

Once you've configured the service details, test the connection to ensure that your linked service is working correctly. If everything is set up properly, you should be able to create a new linked service to your Salesforce account.

When setting up a connector, it's essential to understand the differences between Salesforce and Salesforce (legacy). Salesforce (legacy) supports both SQL and SOQL syntax, giving you more flexibility when writing queries.

One key difference is the support for GROUP BY, LIMIT, ORDER BY, OFFSET, or TYPEOF clauses in SOQL queries. These clauses aren't supported in the Salesforce connector, but you can use Salesforce reports to implement aggregate functions like COUNT().

The Salesforce connector also has limitations when it comes to querying objects with binary fields. In contrast, Salesforce (legacy) supports querying objects with binary fields.

Here's a quick rundown of the key differences:

Understanding these differences will help you set up your connector correctly and avoid any compatibility issues down the line.

The Invantive Azure Data Factory connector for Salesforce is a flexible and easy-to-use solution that requires no technical knowledge of Salesforce or its APIs. It's designed to make data integration from Salesforce seamless in Azure Data Factory, with support for over 75 other platforms.

You can connect to Salesforce data from Azure Data Factory without needing to know the intricacies of Salesforce APIs. With Invantive, you can process data from Salesforce into KPIs or reports within minutes, using only your knowledge of Azure Data Factory.

The connector provides support for MacOS, Windows, and Linux clients, making it a versatile solution for various environments. It's also scalable, allowing you to manage large-scale data warehouses with over 1 terabyte of managed data.

Here are some key benefits of using the Invantive Azure Data Factory connector for Salesforce:

Invantive also offers extensive online support and implementation partners with experience in the connector and business operations. This means you can get help whenever you need it, whether it's setting up your processes or administrations or troubleshooting issues.

The Salesforce Azure Data Factory Connector offers a range of benefits and features that make it an attractive choice for businesses. You can analyze your source data completely online without needing any additional software.

One of the key benefits is that you can get live data from Salesforce in Azure Data Factory within 5 minutes. Just execute the steps in the video, no training, technical skills, or Salesforce API knowledge needed.

The connector is compatible with Power BI and Power Query for Excel, making it easy to integrate with your existing tools. It also has high performance data exchange on high data volumes with customer, sales, and finance data from Salesforce.

You can combine data from dozens of cloud data sources and choose from the industry-largest number of connected tables. This makes it a powerful tool for businesses with complex data needs.

Here are some of the key features of the Salesforce Azure Data Factory Connector:

The connector also has advanced optimizations for great real-time performance with both a single Salesforce company and with hundreds of Salesforce companies.