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Module 4: Data Synchronization Service

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  1. Module 4: Data Synchronization Service

  2. Module Objectives After completing this module, you will be able to: • Explain the purpose of the data synchronization service

  3. 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

  4. 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

  5. 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


  6. Data Synchronization Service Overview Synchronizes data between source and target

  7. Data Synchronization Service Overview Synchronizes data between source and target Examples: Read leads from file and write to Salesforce

  8. 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

  9. 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

  10. Data Synchronization Operations • A data synchronization task performs one of the following operations: • Insert • Update • Upsert (Update or Insert) • Delete

  11. Operation: Insert • All source rows are inserted into target

  12. Operation: Insert • All source rows are inserted into target • Ideal Use: One-time or initial data load

  13. Operation: Insert • All source rows are inserted into target • Ideal Use: One-time or initial data load • Risk of duplicate records in the target

  14. Operation: Insert SOURCE A D E F

  15. Operation: Insert SOURCE TARGET A D E F A B C D

  16. Operation: Insert END RESULT Duplicate Records SOURCE TARGET A D E F A B C D A A B C D D E F

  17. Operation: Update • Updates rows in the target that exist in the source

  18. 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

  19. Operation: Update SOURCE A1 D1 E F

  20. Operation: Update SOURCE TARGET A1 D1 E F A2 B C D2

  21. 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

  22. Operation: Upsert (Update or Insert) • Updates all rows in the target that exist in the source

  23. 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

  24. 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

  25. Operation: Delete • Deletes all rows from target that exist in the source

  26. Configuring a DSS Task: Source Supported sources: Single flat file

  27. Configuring a DSS Task: Source Supported sources: Single flat file Database table

  28. Configuring a DSS Task: Source Supported sources: Single flat file Database table Salesforce object

  29. Configuring a DSS Task: Source Supported sources: Single flat file Database table Salesforce object Custom Source object

  30. 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

  31. Configuring a DSS Task: Target Supported targets: Single flat file Database table Salesforce object

  32. 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

  33. Mapping Fields • Fields with similar names are automatically matched

  34. Mapping Fields • Fields with similar names are automatically matched • Drag and drop source to target fields

  35. 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)

  36. 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!

  37. Field Information • The following icons display on the field mapping page: • Primary Key – indicates that field is primary key for object

  38. 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)

  39. 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

  40. Important Note about Agents • Only one agent per task

  41. Important Note about Agents • Only one agent per task • For SaaS -> SaaS connection, you must specify agent (Step 6 of wizard – Agent Details section)

  42. Changing Task End Points • Be sure to refresh Fields • May need to clear the mapping • Validate mapping

  43. 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.

  44. Summary This module showed you how to: • Create a data synchronization task

  45. Summary This module showed you how to: • Create a data synchronization task • Configure data synchronization task options – including mapping fields.

  46. 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.

  47. 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.