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Module 4: Data Synchronization Service. Module Objectives. After completing this module, you will be able to: Explain the purpose of the data synchronization service. Module Objectives. After completing this module, you will be able to: Explain the purpose of the data synchronization service

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module objectives
Module Objectives

After completing this module, you will be able to:

  • Explain the purpose of the data synchronization service
module objectives1
Module Objectives

After completing this module, you will be able to:

  • Explain the purpose of the data synchronization service
  • Define when to use the data synchronization service
module objectives2
Module Objectives

After completing this module, you will be able to:

  • Explain the purpose of the data synchronization service
  • Define when to use the data synchronization service
  • Configure data synchronization task options
module objectives3
Module Objectives

After completing this module, you will be able to:

  • Explain the purpose of the data synchronization service
  • Define when to use the data synchronization service
  • Configure data synchronization task options
  • Build, test, and run a data synchronization task
data synchronization service overview
Data Synchronization Service Overview

Synchronizes data between source and target

data synchronization service overview1
Data Synchronization Service Overview

Synchronizes data between source and target

Examples:

Read leads from file and write to Salesforce

data synchronization service overview2
Data Synchronization Service Overview

Synchronizes data between source and target

Examples:

Read leads from file and write to Salesforce

Find new account records in ERR system and insert them into Salesforce

data synchronization service overview3
Data Synchronization Service Overview

Synchronizes data between source and target

Examples:

Read leads from file and write to Salesforce

Find new account records in ERR system and insert them into Salesforce

Find modified contact records in Salesforce and update them in your ERP system

data synchronization operations
Data Synchronization Operations
  • A data synchronization task performs one of the following operations:
    • Insert
    • Update
    • Upsert (Update or Insert)
    • Delete
operation insert
Operation: Insert
  • All source rows are inserted into target
operation insert1
Operation: Insert
  • All source rows are inserted into target
  • Ideal Use: One-time or initial data load
operation insert2
Operation: Insert
  • All source rows are inserted into target
  • Ideal Use: One-time or initial data load
  • Risk of duplicate records in the target
operation insert4
Operation: Insert

SOURCE

TARGET

A

D

E

F

A

B

C

D

operation insert5
Operation: Insert

END RESULT

Duplicate Records

SOURCE

TARGET

A

D

E

F

A

B

C

D

A

A

B

C

D

D

E

F

operation update
Operation: Update
  • Updates rows in the target that exist in the source
operation update1
Operation: Update
  • Updates rows in the target that exist in the source
  • If a row in the source does not exist in the target, that row fails
operation update2
Operation: Update

SOURCE

A1

D1

E

F

operation update3
Operation: Update

SOURCE

TARGET

A1

D1

E

F

A2

B

C

D2

operation update4
Operation: Update

END RESULT

SOURCE

TARGET

A1

D1

E

F

A2

B

C

D2

A1

B

C

D1

E & F are not in the target

operation upsert update or insert
Operation: Upsert (Update or Insert)
  • Updates all rows in the target that exist in the source
operation upsert update or insert1
Operation: Upsert (Update or Insert)
  • Updates all rows in the target that exist in the source
  • Inserts all new source rows in to the target
operation upsert update or insert2
Operation: Upsert (Update or Insert)
  • Updates all rows in the target that exist in the source
  • Inserts all new source rows in to the target
  • Not supported for flat file target
operation delete
Operation: Delete
  • Deletes all rows from target that exist in the source
configuring a dss task source
Configuring a DSS Task: Source

Supported sources:

Single flat file

configuring a dss task source1
Configuring a DSS Task: Source

Supported sources:

Single flat file

Database table

configuring a dss task source2
Configuring a DSS Task: Source

Supported sources:

Single flat file

Database table

Salesforce object

configuring a dss task source3
Configuring a DSS Task: Source

Supported sources:

Single flat file

Database table

Salesforce object

Custom Source object

configuring a dss task source4
Configuring a DSS Task: Source

Supported sources:

Single flat file

Database table

Salesforce object

Custom Source object

Up to five related database tables or Salesforce objects

configuring a dss task target
Configuring a DSS Task: Target

Supported targets:

Single flat file

Database table

Salesforce object

salesforce archived deleted rows option
Salesforce Archived/Deleted Rows Option
  • For Salesforce sources only
  • Option to include archived and deleted rows
  • For insert and update operations, includes deleted and archived Salesforce data
mapping fields
Mapping Fields
  • Fields with similar names are automatically matched
mapping fields1
Mapping Fields
  • Fields with similar names are automatically matched
  • Drag and drop source to target fields
mapping fields2
Mapping Fields
  • Fields with similar names are automatically matched
  • Drag and drop source to target fields
  • Map fields with compatible data types (or use field expression to convert)
mapping fields3
Mapping Fields
  • Fields with similar names are automatically matched
  • Drag and drop source to target fields
  • Map fields with compatible data types (or use field expression to convert)
  • Always validate the mapping!
field information
Field Information
  • The following icons display on the field mapping page:
    • Primary Key – indicates that field is primary key for object
field information1
Field Information
  • The following icons display on the field mapping page:
    • Primary Key – indicates that field is primary key for object
    • External ID – indicated that field is external ID for object (Salesforce.com only)
field information2
Field Information
  • The following icons display on the field mapping page:
    • Primary Key – indicates that field is primary key for object
    • External ID – indicated that field is external ID for object (Salesforce.com only)
    • Non-null – indicates that field cannot contain a null value, and must be populated on insert
important note about agents
Important Note about Agents
  • Only one agent per task
important note about agents1
Important Note about Agents
  • Only one agent per task
  • For SaaS -> SaaS connection, you must specify agent (Step 6 of wizard – Agent Details section)
changing task end points
Changing Task End Points
  • Be sure to refresh Fields
  • May need to clear the mapping
  • Validate mapping
instructor demo building a data synchronization task
Instructor Demo: Building a Data Synchronization Task
  • Business Scenario:
    • You have a CSV file that contains account data that you wish to import into Salesforce.
  • Your instructor will demonstrate:
    • How to create a data synchronization task.
    • How to load data from a CSV file into Salesforce.
summary
Summary

This module showed you how to:

  • Create a data synchronization task
summary1
Summary

This module showed you how to:

  • Create a data synchronization task
  • Configure data synchronization task options – including mapping fields.
summary2
Summary

This module showed you how to:

  • Create a data synchronization task
  • Configure data synchronization task options – including mapping fields.
  • Verify and run a data synchronization task.
lab 1 building a data synchronization task
Lab 1: Building a Data Synchronization Task
  • Business Scenario:
    • You have a CSV file that contains a list of customers. You wish to import these into Salesforce as accounts .
  • In this lab, you will:
    • Build and configure a data synchronization task.
    • Run the task and validate results in Salesforce.