SQL-SALES INSTALLATION

From Installation to your first replication.

Install the Salesforce managed package, download SQL-Sales, configure your connection and begin working with Salesforce data directly from SQL Server.

01

Install the package

Install the Salesforce-approved SQL-Sales managed package into your Production org or a sandbox.

Package instructions
02

Install SQL-Sales

Download and install the SQL-Sales components on the Windows server that will run your SQL Server integrations.

Download software
03

Connect Salesforce

Create an environment and connect SQL-Sales using your chosen supported Salesforce authentication method.

OAuth setup
04

Run your first command

Enable a SQL Server database, then replicate your first Salesforce object with one T-SQL command.

Enable a database
YOUR FIRST REPLICATION

One command.
Salesforce data in SQL Server.

Once the managed package, SQL-Sales software and environment connection are ready, a full object replication is as simple as this.

SQL Server Management Studio
READY
Account replicated successfully
Salesforce → SQL Server
BEFORE YOU BEGIN

A SQL Server environment.
A Salesforce connection.

SQL-Sales runs within your Windows and SQL Server environment and communicates directly with Salesforce using outbound HTTPS.

REQUIRED

Microsoft SQL Server

A supported SQL Server environment on which to install and run SQL-Sales.

REQUIRED

Windows server environment

SQL-Sales components are installed on a Windows environment with access to the relevant SQL Server instance.

REQUIRED

Outbound Salesforce access

Outbound HTTPS access to Salesforce APIs; no inbound Salesforce connection to your network is required.

REQUIRED

Salesforce API permissions

A Salesforce integration user with appropriate object, field and API access for the operations you intend to run.

SQL

Database enabling

Enable each SQL Server database that will call the SQL-Sales stored procedures.

READY TO CONNECT?

Install SQL-Sales.
Start working in T-SQL.

Install the Salesforce managed package, download the SQL-Sales software and follow the setup guide to run your first integration.