DBSync Cloud Replication & CDM Version 7.x

2022

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To Sync Salesforce Objects to Database

Follow the below mentioned steps to sync the objects to your database from Salesforce instance:

  • Click the objects icon from the top Navigation toolbar

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  • Ensure you are connected to your salesforce instance

  • Ensure you have configured the database

  • Once, a user has connected to Salesforce then objects will get synced and it will show on the objects tabSalesforce and Database instances and verify the connection. 

  • Click 'Objects' from the top navigation toolbar to select objects to replicate.

  • Select any "source apps objects" you want to sync into the database from the left objects section as shown below.

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  • Select the object fields you want to sync into the database from the "Available Fields" section and use the "exclude fields" section to filter out fields you don't want to sync into the database.

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  • Click the RUN button to run the configuration for the Salesforce object.

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  • Choose any of the 4 functions to perform:


Run Process

Actions Performed 

Update Schema

Creates source apps schema into database for the selected source apps objects.

Clean Copy

Inserts a clean copy of Salesforce object records into respective database tables & columns.

Source to DB

Performs incremental sync from Salesforce to the database based on the changes/edits made in the Salesforce

DB to Source

Performs incremental sync from Database to the Salesforce based on the changes/edits made in the Database

Metadata Backup

Backs up your metadata for the objects selected from you Salesforce instance