COZYROC to connect Salesforce from SSIS

http://www.cozyroc.com/ provides SSIS Library to interact with multiple 3rd party services including Salesforce. I have implemented POC to pull data from Salesforce using COZYROC Connector!

Here are the step by step information to pull data from Salesforce Object…

• Installation: You may use Trail version or purchase the software depending on the requirement. For this Demo I have used Licensed version…
• Create Connection Manager for Salesforce/ Your Org
o Initiate New Connection and select SFORCE and Add
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• Enter Login and Password (NOTE: Password must include the Security Token)
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o If you are configuring it for Test environment, change the Server URL at Advanced options
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 You can try any of these URLs for test environment
https://test.salesforce.com/services/Soap/u/9.0
https://test.salesforce.com/services/Soap/c/17.0
https://test.salesforce.com/services/Soap/u/20.0
• Click on Test Connection to confirm that the credentials are correct and working
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• Create a Data Flow Task in Control Flow and select Salesforce Source
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• DoubleClick Salesforce Source and select the Salesforce Connection which is just created on Connection Managers Tab
• Select Component Property tab and select Input Type as Object, Select the Object and add Object Filter
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• NOTE: Object Filter is SOQL Query; 2015-08-12T07:01:41-00:00> Filters the rows which are updated after given date
o Make a note of the Syntax and Date format…
• For validating I am just passing the results to Derived Column component and enabled data viewer.
• Executed the job… Job completed successfully and I can see the data.
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References:
http://www.cozyroc.com/
http://www.cozyroc.com/ssis/salesforce-source
http://www.cozyroc.com/ssis/salesforce-connection
https://developer.salesforce.com/docs/atlas.en-us.soql_sosl.meta/soql_sosl/sforce_api_calls_soql_select_conditionexpression.htm

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This entry was posted in Salesforce, SQL Server, SSIS and tagged , , , . Bookmark the permalink.

One Response to COZYROC to connect Salesforce from SSIS

  1. tanveermahtaj yakoobsheriff says:

    Hi, Thanks for your article. I have doubt related to cozyroc salesforce source. One of our package uses cozyroc salesforce connnection. I am able to run and deploy into ssis catalog. But when i import the same package from SSIS catalog to my solution, package looses the salesforce connection. I mean the package gets imported but salesforce connection is missing. Can you please let me know what settings and why connection is lost after import

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