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Copy data from and to Salesforce Service Cloud using Azure Data Factory or Azure Synapse Analytics

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APPLIES TO: Azure Data Factory Azure Synapse Analytics

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

Important

The new Salesforce Service Cloud connector provides improved native Salesforce Service Cloud support. If you are using the legacy Salesforce Service Cloud connector in your solution, supported as-is for backward compatibility only, refer to Salesforce Service Cloud connector (legacy) article.

Supported capabilities

This Salesforce Service Cloud connector is supported for the following capabilities:

Supported capabilities IR
Copy activity (source/sink) ① ②
Lookup activity ① ②

① Azure integration runtime ② Self-hosted integration runtime

For a list of data stores that are supported as sources or sinks, see the Supported data stores table.

Specifically, this Salesforce Service Cloud connector supports:

  • Salesforce Developer, Professional, Enterprise, or Unlimited editions.
  • Copying data from and to custom domain (Custom domain can be configured in both production and sandbox environments).

You can explicitly set the API version used to read/write data via apiVersion property in linked service. When copying data to Salesforce Service Cloud, the connector uses BULK API 2.0.

Prerequisites

  • API permission must be enabled in Salesforce.

  • You need configure the Connected Apps in Salesforce portal referring to this official doc or our step by step guideline in the recommendation in this article.

    Important

    • The execution user must have the API Only permission.
    • Access Token expire time could be changed through session policies instead of the refresh token.

Salesforce Bulk API 2.0 Limits

We use Salesforce Bulk API 2.0 to query and ingest data. In Bulk API 2.0, batches are created for you automatically. You can submit up to 15,000 batches per rolling 24-hour period. If batches exceed the limit, you will see failures.

In Bulk API 2.0, only ingest jobs consume batches. Query jobs don't. For details, see How Requests Are Processed in the Bulk API 2.0 Developer Guide.

For more information, see the "General 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:

Create a linked service to Salesforce Service Cloud using UI

Use the following steps to create a linked service to Salesforce Service Cloud in the Azure portal UI.

  1. Browse to the Manage tab in your Azure Data Factory or Synapse workspace and select Linked Services, then click New:

  2. Search for Salesforce and select the Salesforce Service Cloud connector.

    Screenshot of the Salesforce Service Cloud connector.

  3. Configure the service details, test the connection, and create the new linked service.

    Screenshot of linked service configuration for Salesforce Service Cloud.

Connector configuration details

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

Linked service properties

The following properties are supported for the Salesforce Service Cloud linked service.

Property Description Required
type The type property must be set to SalesforceServiceCloudV2. Yes
environmentUrl Specify the URL of the Salesforce Service Cloud instance.
For example, specify "https://<domainName>.my.salesforce.com" to copy data from the custom domain. Learn how to configure or view your custom domain referring to this article.		 Yes
authenticationType Type of authentication used to connect to the Salesforce Service Cloud.
The allowed value is OAuth2ClientCredentials.		 Yes
clientId Specify the client ID of the Salesforce OAuth 2.0 Connected App. For more information, go to this article Yes
clientSecret Specify the client secret of the Salesforce OAuth 2.0 Connected App. For more information, go to this article Yes
apiVersion Specify the Salesforce Bulk API 2.0 version to use, e.g. 52.0. The Bulk API 2.0 only supports API version >= 47.0. To learn about Bulk API 2.0 version, see article. If you use a lower API version, it will result in a failure. Yes
connectVia The integration runtime to be used to connect to the data store. If not specified, it uses the default Azure Integration Runtime. No

Example: Store credentials

{
    "name": "SalesforceServiceCloudLinkedService",
    "properties": {
        "type": "SalesforceServiceCloudV2",
        "typeProperties": {
            "environmentUrl": "<environment URL>",
            "authenticationType": "OAuth2ClientCredentials",
            "clientId": "<client ID>",
            "clientSecret": {
                "type": "SecureString",
                "value": "<client secret>"
            },
            "apiVersion": "<API Version>"
        },
        "connectVia": {
            "referenceName": "<name of Integration Runtime>",
            "type": "IntegrationRuntimeReference"
        }
    }
}

Example: Store credentials in Key Vault

{
    "name": "SalesforceServiceCloudLinkedService",
    "properties": {
        "type": "SalesforceServiceCloudV2",
        "typeProperties": {
            "environmentUrl": "<environment URL>",
            "authenticationType": "OAuth2ClientCredentials",
            "clientId": "<client ID>",
            "clientSecret": {
                "type": "AzureKeyVaultSecret",
                "secretName": "<secret name of client secret in AKV>",
                "store":{
                    "referenceName": "<Azure Key Vault linked service>",
                    "type": "LinkedServiceReference"
                }
            },
            "apiVersion": "<API Version>"
        },
        "connectVia": {
            "referenceName": "<name of Integration Runtime>",
            "type": "IntegrationRuntimeReference"
        }
    }
}

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 Service Cloud dataset.

To copy data from and to Salesforce Service Cloud, set the type property of the dataset to SalesforceServiceCloudV2Object. The following properties are supported.

Property Description Required
type The type property must be set to SalesforceServiceCloudV2Object. Yes
objectApiName The Salesforce Service Cloud object name to retrieve data from. No for source (if "SOQLQuery" in source is specified), Yes for sink
reportId The ID of the Salesforce Service Cloud report to retrieve data from. It is not supported in sink. Note that there are limitations when you use reports. No for source (if "SOQLQuery" in source is specified), not support sink

Important

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

Salesforce connection API Name

Example:

{
    "name": "SalesforceServiceCloudDataset",
    "properties": {
        "type": "SalesforceServiceCloudV2Object",
        "typeProperties": {
            "objectApiName": "MyTable__c"
        },
        "schema": [],
        "linkedServiceName": {
            "referenceName": "<Salesforce Service Cloud linked service name>",
            "type": "LinkedServiceReference"
        }
    }
}

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 Service Cloud source and sink.

Salesforce Service Cloud as a source type

To copy data from Salesforce Service Cloud, set the source type in the copy activity to SalesforceServiceCloudV2Source. The following properties are supported in the copy activity source section.

Property Description Required
type The type property of the copy activity source must be set to SalesforceServiceCloudV2Source. Yes
SOQLQuery Use the custom query to read data. You can only use Salesforce Object Query Language (SOQL) query with limitations. For SOQL limitations, see this article. If query is not specified, all the data of the Salesforce object specified in "ObjectApiName/reportId" in dataset will be retrieved. No (if "ObjectApiName/reportId" in the dataset is specified)
includeDeletedObjects Indicates whether to query the existing records, or query all records including the deleted ones. If not specified, the default behavior is false.
Allowed values: false (default), true.		 No

Important

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

Salesforce connection API Name list

Example:

"activities":[
    {
        "name": "CopyFromSalesforceServiceCloud",
        "type": "Copy",
        "inputs": [
            {
                "referenceName": "<Salesforce Service Cloud input dataset name>",
                "type": "DatasetReference"
            }
        ],
        "outputs": [
            {
                "referenceName": "<output dataset name>",
                "type": "DatasetReference"
            }
        ],
        "typeProperties": {
            "source": {
                "type": "SalesforceServiceCloudV2Source",
                "SOQLQuery": "SELECT Col_Currency__c, Col_Date__c, Col_Email__c FROM AllDataType__c",
                "includeDeletedObjects": false
            },
            "sink": {
                "type": "<sink type>"
            }
        }
    }
]

Salesforce Service Cloud as a sink type

To copy data to Salesforce Service Cloud, set the sink type in the copy activity to SalesforceServiceCloudV2Sink. The following properties are supported in the copy activity sink section.

Property Description Required
type The type property of the copy activity sink must be set to SalesforceServiceCloudV2Sink. Yes
writeBehavior The write behavior for the operation.
Allowed values are Insert and Upsert.		 No (default is Insert)
externalIdFieldName The name of the external ID field for the upsert operation. The specified field must be defined as "External ID Field" in the Salesforce Service Cloud object. It can't have NULL values in the corresponding input data. Yes for "Upsert"
writeBatchSize The row count of data written to Salesforce Service Cloud in each batch. Suggest set this value from 10,000 to 200,000. Too few rows in each batch will reduce the copy performance. Too many rows in each batch may cause API timeout. No (default is 100,000)
ignoreNullValues Indicates 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)
 maxConcurrentConnections  The upper limit of concurrent connections established to the data store during the activity run. Specify a value only when you want to limit concurrent connections.  No 

Example: Salesforce Service Cloud sink in a copy activity

"activities":[
    {
        "name": "CopyToSalesforceServiceCloud",
        "type": "Copy",
        "inputs": [
            {
                "referenceName": "<input dataset name>",
                "type": "DatasetReference"
            }
        ],
        "outputs": [
            {
                "referenceName": "<Salesforce Service Cloud output dataset name>",
                "type": "DatasetReference"
            }
        ],
        "typeProperties": {
            "source": {
                "type": "<source type>"
            },
            "sink": {
                "type": "SalesforceServiceCloudV2Sink",
                "writeBehavior": "Upsert",
                "externalIdFieldName": "CustomerId__c",
                "writeBatchSize": 10000,
                "ignoreNullValues": true
            }
        }
    }
]

Data type mapping for Salesforce Service Cloud

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

Salesforce Service Cloud data type Service interim data type
Auto Number String
Checkbox Boolean
Currency Decimal
Date DateTime
Date/Time DateTime
Email String
ID String
Lookup Relationship String
Multi-Select Picklist String
Number Decimal
Percent Decimal
Phone String
Picklist String
Text String
Text Area String
Text Area (Long) String
Text Area (Rich) String
Text (Encrypted) String
URL String

Note

Salesforce Service Cloud Number type is mapping to Decimal type in Azure Data Factory and Azure Synapse pipelines as a service interim data type. Decimal type honors the defined precision and scale. For data whose decimal places exceeds the defined scale, its value will be rounded off in preview data and copy. To avoid getting such precision loss in Azure Data Factory and Azure Synapse pipelines, consider increasing the decimal places to a reasonably large value in Custom Field Definition Edit page of Salesforce Service Cloud.

Lookup activity properties

To learn details about the properties, check Lookup activity.

Upgrade the Salesforce Service Cloud linked service

Here are steps that help you upgrade your linked service and related queries:

  1. Configure the connected apps in Salesforce portal by referring to Prerequisites.

  2. Create a new Salesforce Service Cloud linked service and configure it by referring to Linked service properties.

  3. If you use SQL query in the copy activity source or the lookup activity that refers to the legacy linked service, you need to convert them to the SOQL query. Learn more about SOQL query from Salesforce Service Cloud as a source type and Salesforce Object Query Language (SOQL).

  4. readBehavior is replaced with includeDeletedObjects in the copy activity source or the lookup activity. For the detailed configuration, see Salesforce Service Cloud as a source type.

Related content

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