How to Effectively Integrate Salesforce to MySQL Destination?

Integrating Salesforce with MySQL can significantly streamline business operations, making data management more efficient. Salesforce, as a leading CRM platform, holds valuable customer data that businesses need to leverage for insights and decision-making. On the other hand, MySQL, a powerful and reliable database, helps store and organize this data for analysis, reporting, or further processing.

In this blog, I’ll walk you through the steps to seamlessly integrate Salesforce to MySQL, the benefits of this integration, and some best practices to ensure your data is synced effectively. Let’s dive in!

What Makes Salesforce the Ultimate CRM Solution?

Salesforce is a CRM that makes cloud-based software designed to help businesses connect with their customers in a whole new way. This allows businesses to find more prospects, close more deals, and wow customers with amazing service.

Salesforce can be Accessed through a web browser, mobile app, or desktop application. It allows users to customize and create custom objects, fields, processes, and reports and integrate them with other software products. Salesforce also provides marketing automation and Artificial Intelligence (AI) capabilities.

Features of Salesforce

1. Salesforce Customer 360 unites your teams with a single view of customers.
2. Salesforce stores data in a single database schema. There can be a single instance of a software server with multiple tenants.
3. Salesforce SQL lets you run complex queries in the software itself.
4. Provides all three services- SaaS, PaaS, and IaaS.
5. Einstein AI helps you predict sales outcomes and customer churn and identify high-value leads.

What Makes MySQL the Go-To Database Solution for Developers?

MySQL, the most popular Open-Source SQL database management system, is developed, distributed, and supported by Oracle Corporation. MySQL stores relational databases with structures organized into physical files optimized for speed.

MySQL is integral to many of the most popular software stacks for building and maintaining everything from customer-facing web applications to powerful, data-driven B2B services.

Features of MySQL

1. It is Open source, which means that it is possible for anyone to use and modify the software.
2. The MySQL Database Server is fast, reliable, scalable, and easy to use.
3. It is ACID compliant, ensuring atomicity, consistency, isolation, and durability for reliable transactions and data integrity.
4. It is highly compatible with other tools like data warehouses, databases, Saas tools. You can even connect Excel to MySQL to migrate your data.
5. It is optimized for heavy workloads and can handle large datasets efficiently.

Why do we Need to Integrate Salesforce and MySQL?

There are various benefits to integrating Salesforce with MySQL. Some of them are:

1. Centralized Data for Analytics: MySQL allows you to consolidate all your customer data in one place, making it available for overall analysis and reporting.
2. Data Scalability and Performance: Salesforce can become slow or inefficient when handling large volumes of data, especially with older records. MySQL on other hand, can handle large datasets effectively.
3. On-Premise Infrastructure: Salesforce is a cloud-native platform but few businesses prefer to keep their data on premise. This is where MySQL comes in handy.
4. Cost Optimization: Salesforce operates on a consumption-based pricing model, which can lead to higher costs for frequent, intensive queries whereas, MySQL is an open source tool which can lower storage cost for businesses.

What are the Popular ways to Set up Salesforce to MySQL Integration?

You can easily connect your Salesforce account to your My SQL account using the following 2 methods:

Method 1: Using Hevo Data to Set Up Salesforce to MySQL Integration

Hevo Data takes care of all your data preprocessing needs and lets you focus on key business activities and draw a much more powerful insight on how to generate more leads, retain customers, and take your business to new heights of profitability.

It provides a consistent & reliable solution to manage data in real-time and always has analysis-ready data in your desired destination. 

Hevo can integrate data from Salesforce to MySQL in just 2 simple steps:

• Authenticate and configure your Salesforce data source as shown in the below image.

• Configure your MySQL destination where the data needs to be loaded, as shown in the below image.

Method 2: Using Custom Code to Set Up Salesforce to MySQL Integration

This method requires you to manually build a custom code using various Salesforce APIs to connect Salesforce to MySQL database. It is important to understand these APIs before learning the required steps.

APIs Required to Connect Salesforce to MySQL Using Custom Code

Salesforce provides different types of APIs and utilities to query the data available in the form of Salesforce objects. These APIs help to interact with Salesforce data. An overview of these APIs is as follows:

• Salesforce Rest APIs: Salesforce REST APIs provide a simple and convenient set of web services to interact with Salesforce objects. These APIs are recommended for implementing mobile and web applications that work with Salesforce objects.
• Salesforce REST APIs: Salesforce SOAP APIs are to be used when the applications need a stateful API or have strict requirements on transactional reliability. It allows you to establish formal contracts of API behavior through the use of WSDL. 
• Salesforce BULK APIs: Salesforce BULK APIs are tailor-made for handling a large amount of data and have the ability to download Salesforce data as CSV files. It can handle data ranging from a few thousand records to millions of records. It works asynchronously and is batched. Background operation is also possible with Bulk APIs.
• Salesforce Data Loader: Salesforce also provides a Data Loader utility with export functionality. Data Loader is capable of selecting required attributes from objects and then exporting them to a CSV file. It comes with some limitations based on the Salesforce subscription plan to which the user belongs. Internally, Data Loader works based on bulk APIs. 

Steps to Connect Salesforce to MySQL

Use the following steps to achieve Salesforce to MySQL integration:

Step 1: Log in to Salesforce using the SOAP API and get the session id. For logging in first create an XML file named login.txt in the below format.

<?xml version="1.0" encoding="utf-8" ?>

<env:Envelope xmlns:xsd="http://www.w3.org/2001/XMLSchema"

xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"

xmlns:env="http://schemas.xmlsoap.org/soap/envelope/">

<env:Body>

<n1:login xmlns:n1="urn:partner.soap.sforce.com">

<n1:username>your_username</n1:username>

<n1:password>your_password</n1:password>

</n1:login>

</env:Body>

</env:Envelope>

Step 2: Execute the below command to login

curl https://login.Salesforce.com/services/Soap/u/47.0 -H "Content-Type: text/xml; 
charset=UTF-8" -H "SOAPAction: login" -d @login.txt

From the resultant XML, note the session id. This session id is to be used for all subsequent requests.

Step 3: Create a BULK API job. For doing this, create a text file in the folder named job.txt with the following content.

<?xml version="1.0" encoding="UTF-8"?>

<jobInfo xmlns="http://www.force.com/2009/06/asyncapi/dataload">

<operation>insert</operation>

<object>Contact</object>

<contentType>CSV</contentType>

</jobInfo>

Please note that the object attribute in the above XML should correspond to the object for which data is to be loaded. Here we are pulling data from the object called Contact.

Execute the below command after creating the job.txt

curl https://instance.Salesforce.com/services/async/47.0/job -H "X-SFDC-Session: sessionId" -H "Content-Type: application/xml; 
charset=UTF-8" -d @job.txt

From the result, note the job id. This job-id will be used to form the URL for subsequent requests. Please note the URL will change according to the URL of the user’s Salesforce organization.

Step 4: Use CURL again to execute the SQL query and retrieve results.

curl https://instance_name—api.Salesforce.com/services/async/APIversion/job/jobid/batch

-H "X-SFDC-Session: sessionId" -H "Content-Type: text/csv; 

SELECT name,desc from Contact

Step 5: Close the job. For doing this, create a file called close.txt with the below entry.

<?xml version="1.0" encoding="UTF-8"?>

<jobInfo xmlns="http://www.force.com/2009/06/asyncapi/dataload">

<state>Closed</state>

</jobInfo>

Execute the below command after creating the file to close the job.

curl https://instance.Salesforce.com/services/async/47.0/job/jobId -H "X-SFDC-Session: sessionId" -H "Content-Type: application/xml; 
charset=UTF-8" -d @close_job.txt

Step 6: Retrieve the results id for accessing the URL for results. Execute the below command.

curl -H "X-SFDC-Session: sessionId" https://instance.Salesforce.com/services/async/47.0/job/jobId/batch/batchId/result

Step 7: Retrieve the actual results using the result ID fetched from the above step.

curl -H "X-SFDC-Session: sessionId" https://instance.Salesforce.com/services/async/47.0/job/jobId/batch/batchId/result/resultId

This will provide a CSV file with rows of data. Save the CSV file as contacts.csv.

Step 8: Load data to MySQL using the LOAD DATA INFILE command. Assuming the table is already created this can be done by executing the below command.

LOAD DATA INFILE'contacts.csv' INTO TABLE contacts

FIELDS TERMINATED BY ',' 

ENCLOSED BY '"'

LINES TERMINATED BY 'rn' 

IGNORE 1 LINES;

Alternately, instead of using the bulk API manually, the Salesforce Data Loader utility can be used to export CSV files of objects. The caveat here is that usage of certain Data Loader functionalities is restricted based on the user’s subscription plan.

There is also a limit to the frequency in which data loader export operations can be performed or scheduled.

Limitations of Using Custom Code Method

• High development time: Creating custom solutions often requires significant time investment for coding, testing, and deployment.
• Increased maintenance overhead: Custom code needs regular updates and monitoring, leading to ongoing maintenance challenges.
• Skill dependency: Requires specialized skills in programming and architecture, making it difficult to manage if the original developer is unavailable.
• Scalability issues: Custom solutions may struggle to scale efficiently as data volume grows or business needs change.

Best Practices for Salesforce to MySQL Migration

• During the migration process from Salesforce to MySQL, utilizing Salesforce Debug Logs can help identify data inconsistencies and ensure a smoother transfer.
• Determine which Salesforce objects (e.g., Accounts, Contacts, Opportunities) you need to replicate.
• After migrating data from Salesforce to MySQL, implementing MySQL Master-Slave Replication can enhance data availability and load balancing.
• Leverage Salesforce APIs (like Salesforce REST or Bulk API) to fetch only the updated records since the last replication, minimizing data transfer and load on both systems.

Conclusion

In this blog, we discussed how to achieve Salesforce to MySQL Integration using 2 different approaches. Additionally, it has also highlighted the limitations and challenges of using the custom code method.

A more graceful method to achieve the same outcome would be to use a code-free Data Integration Platform like Hevo Data. Hevo can mask all the ETL complexities and ensure that your data is securely moved to MySQL from Salesforce in just a few minutes and for free.

FAQs on Salesforce to MySQL Integration