SSIS Integration Toolkit for Salesforce

The toolkit supports connecting to Salesforce using either the SOAP or REST API Service Endpoint. For authentication, you can use a User Name and Password (with an optional Security Token for SOAP or Password authentication for REST). For REST API, advanced authentication types like Authorization Code (OAuth) and Certificate are also available.

The Salesforce Source Component allows you to read data. You can choose a Source Type of either Object, to visually select fields from a Salesforce object, or ObjectQuery, to write custom SOQL queries, including complex ones with parent relationships and aggregation functions. You can also configure Batch Size and include Deleted / Archived records.

The Salesforce Destination Component supports various actions for writing data: Create, Update, Delete, Upsert (update if exists, otherwise create), Merge (combine up to three records), HardDelete (permanently delete), and Undelete (restore previously deleted records).

For large data extracts, you can enable the Use Bulk API option in the Salesforce Source Component. This significantly improves performance for large volumes. Additionally, when using the SOAP service endpoint with Bulk API, you can enable PK Chunking Header to automatically split queries by primary key, further enhancing performance for extremely large datasets.

The Salesforce Destination Component offers three error handling modes: Fail on error, which stops the process immediately, Redirect rows to error output, which sends failed rows to a separate output with error details, or Ignore error, which continues processing, but silently skips errors. Redirecting errors to an output provides detailed error messages for logging and analysis.

The Advanced Settings page of the Salesforce Connection Manager includes a Retry on Intermittent Errors option to automatically re-attempt service calls during temporary outages. You can also enable Optional Headers like Allow Save on Duplicate or Allow Field Truncation, and specify an Assignment Rule to be fired when creating Leads or Cases.