Salesforce is now the defacto standard for customer relationship management software. It is a completely managed service that takes away the hassle of implementing and maintaining a bunch of software. Salesforce can handle lead management, account creation, order processing, and customer support. Another convenient feature of Salesforce is the reporting interface that helps organizations to analyze their accumulated customer data and generate informative business reports.
Oracle being one of the most common, on-premise databases found in enterprise architecture, loading data from Oracle to Salesforce is a very frequent requirement. This article aims at answering all your queries about connecting Oracle to Salesforce and provides you with a step-by-step solution to help you connect Oracle to Salesforce in a matter of minutes.
Table of Contents
- Introduction to Oracle
- Introduction to Salesforce
- Methods to connect Oracle to Salesforce
Introduction to Oracle
Oracle is one of the most popularly used on-premise relational databases that works exceptionally well with a wide range of workloads. It can easily handle huge volumes of data, large data transactions and a lot more. It’s one of the most stable and fault-tolerant software with minimal recovery time. Oracle’s robust querying layer, makes it one of the best analysis tool available in the market and an absolute favourite for deploying ETL pipelines.
Oracle provides a complete suite of applications that help the organizations integrate data from various sources, perform data replication, and transformation.
For further information on Oracle, you can check the official site here.
Introduction to Salesforce
Salesforce is a cloud-based CRM tool that helps you maintain and manage your organization’s interactions with its customer base. Salesforce generates a lot of data from managing these interactions. It also offers cloud-based tools such as data analytics, IoT products. These generate data that provide priceless insights about customers and can be extremely useful for the organisation.
Key features of Salesforce:
- Contact Management: Salesforce offers smooth contact-management by providing access to critical customer data and interaction history. It provides great insights on how to use customer data to get a better understanding of their behaviour using various trends and metrics and formulate strategies.
- Dynamic Dashboards: Salesforce’s interactive dashboards provide a complete view of how well the business is performing using key factors such as market trends, customer behaviour, etc. You can easily create dashboards and generate real-time reports for your business.
- Opportunity Management: It is one of the best features of Salesforce. It provides you with an in-depth view of the customers’ timeline, their buying patterns, metrics, etc and lets you strategise your next move.
- Email Integrations: Salesforce supports full integration with applications like Microsoft Outlook, Gmail, etc and lets you synchronise your calendars and schedules. It even provides offline access to important emails and lets you develop personalised templates for potential customers.
For further information on Salesforce, you can check the official site here.
Methods to connect Oracle to Salesforce
Using Salesforce bulk APIs is one such way. The Salesforce bulk APIs follow the SOAP architecture and allows users to access the data easily. Using these APIs, users can easily access, edit and add new records from various source such as Oracle. This method requires users to access the Oracle tables and export the data in the form of CSV files and load it into Salesforce.
This method makes use of Oracle’s Integration Cloud service that lets users easily load data from Oracle to various destinations. It requires users to create data pipelines with Oracle as the source and transfer data to their desired destination.
Hevo Activate provides a hassle-free solution and helps you directly transfer data from Oracle to Salesforce without any intervention in an effortless manner. Hevo Activate is fully-managed and completely automates the process of not only loading data from your desired source but also enriching the data and transforming it into an analysis-ready form without having to write a single line of code. Hevo’s pre-built integration with Oracle (among 100+ Sources) and free sources like Salesforce will take full charge of the data transfer process, allowing you to focus on key business activities.Get Started with Hevo for Free
- Working knowledge of Salesforce.
- Working knowledge of Oracle.
- A Salesforce account with admin privileges.
- An Oracle account.
- A general idea about SOAP APIs and web services.
Methods to connect Oracle to Salesforce
There are multiple ways by which you can connect Oracle to Salesforce and easily load your data to Salesforce:
- Method 1: Using Salesforce bulk APIs to load data from Oracle to Salesforce
- Method 2: Using Oracle’s Integration Cloud to load data from Oracle to Salesforce
- Method 3: Using Hevo Activate, A convenient way to connect Oracle to Salesforce
Method 1: Using Salesforce bulk APIs to load data from Oracle to Salesforce
Salesforce provides a set of APIs to create, update, and programmatically delete various records. The SOAP architecture based bulk APIs, allow you to process a large number of jobs by classifying them as batches. This method requires you to export your data from Oracle tables in the form of CSV files and then connect with a contact object.
This can be implemented using the following steps:
- Step 1: Exporting data from Oracle as a CSV file
- Step 2: Configuring the ETL job to load data to Salesforce
Step 1: Exporting data from Oracle as a CSV file
You can use the following command to export data as a CSV file:
spool contacts.csv SELECT * from contacts; spool off;
This command will output the data in the following format:
Step 2: Configuring the ETL job to load data to Salesforce
Once you have exported your table data as a CSV file, you now need to create a configuration file to access the Bulk APIs. This file will contain the login credentials, in the form of username and password, required to access the APIs.
Ensure that you prepare your file in the following 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>salesforce_username</n1:username> <n1:password>salesforce_password</n1:password> </n1:login> </env:Body> </env:Envelope>
To access the APIs, log in by providing your credentials using the curl command as follows:
curl https://login.Salesforce.com/services/Soap/u/47.0 -H "Content-Type: text/xml; charset=UTF-8" -H "SOAPAction: login" -d @login.txt
Carefully save the session id as you will require it while executing the ETL job. Create another configuration file to initiate the bulk APIs and save it as a text (.txt) file on your system. You can create the file in the following format:
<?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>
Once you have created the files and configured your settings, you can initiate the ETL process using a curl command as follows:
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
Carefully save the job id as you will require it while executing the ETL job.
You can add more batches to your ETL job using the following command. This will help you split the data load into multiple batches and keep the performance on track:
curl https://instance.salesforce.com/services/async/47.0/job/jobId/batch -H "X-SFDC-Session: sessionId" -H "Content-Type: text/csv; charset=UTF-8" --data-binary @contacts.csv
You can now check the status of the ETL job using the following curl command:
curl https://instance.salesforce.com/services/async/49.0/job/jobId/batch -H "X-SFDC-Session: sessionId"
Once the job is completed, a new XML file representing the status of all batches will now open up. If all the batches have their status as completed, your data is now successfully loaded into Salesforce.
This is how you can connect Oracle to Salesforce and easily load your data using the Salesforce bulk APIs. Also check out Salesforce and Shopify Integration.
Limitations of this method:
- Bulk APIs are not good at handling duplicates. Various pre-processing jobs will be required to transform the data into a suitable format.
- In a typical ETL scenario, these ETL jobs need to be performed regularly as per a particular schedule and data requirements. This task can be extremely challenging for users.
- This method requires users to write multiple lines of code to perform various API based jobs. This requires a strong idea of using APIs and can be challenging for users to perform regularly.
Method 2: Using Oracle’s Integration Cloud to load data from Oracle to Salesforce
Oracle provides a cloud-based managed service called Oracle Integration Cloud to facilitate data loads from Oracle to other targets. The Oracle Integration Cloud is a paid product that comes at an enormous license cost. It can define pipelines using Oracle as a source and schedule them as recurring jobs.
This can be implemented using the following steps:
- First, configure the adapter for your Oracle database in the Oracle Data Integration Cloud. You will require a database administrator to configure the adapter for you. You can check out the official documentation here to know more about the Oracle database adapter.
- Once you’ve configured your Oracle database adapter, you now need to configure the Salesforce adapter. Configuring the Salesforce adapter involves configuring the Salesforce connection properties and setting up the roles for invoking actions. You can refer the official documentation here to learn more about the configuration settings.
- Use the Oracle Data Integration Cloud interface to define a pipeline using the Salesforce and Oracle adapters. You can find details of this process here.
This is how you can use the Oracle Integration Cloud to easily connect Oracle to Salesforce.
Limitations of this method
- Using Oracle’s Integration Cloud requires buying an expensive license.
- Lack of flexibility in transforming data before the load process.
- Oracle Data Integration Cloud has a very steep learning curve which makes it difficult for users to adjust to the interface.
Method 3: Using Hevo Activate, A convenient way to connect Oracle to Salesforce
Hevo Activate helps you directly transfer data from Oracle and various other sources to CRMs such as Salesforce (Data Source Available for Free in Hevo), various SaaS applications, data warehouse and a lot more, in a completely hassle-free & automated manner. Hevo Activate is fully-managed and completely automates the process of not only loading data from your desired source but also enriching the data and transforming it into an analysis-ready form without having to write a single line of code. Its fault-tolerant architecture ensures that the data is handled in a secure, consistent manner with zero data loss.
Hevo Activate takes care of all your data preprocessing needs and lets you focus on key business activities and draw a much 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 have analysis-ready data in your desired destination.
Check out what makes Hevo Activate amazing:
- Real-Time Data Transfer: Hevo Activate with its strong integration with 100+ sources, allows you to transfer data quickly & efficiently. This ensures efficient utilization of bandwidth on both ends.
- Data Transformation: It provides a simple interface to perfect, modify, and enrich the data you want to transfer.
- Secure: Hevo Activate has a fault-tolerant architecture that ensures that the data is handled in a secure, consistent manner with zero data loss.
- Tremendous Connector Availability: Hevo Activate houses a large variety of connectors and lets you bring in data from numerous marketing & SaaS applications, databases, etc. such as Airflow, Hubspot, Marketo, MongoDB, Oracle, Salesforce, Redshift, etc. in an integrated and analysis-ready form.
- Simplicity: Using Hevo Activate is easy and intuitive, ensuring that your data is exported in just a few clicks.
- Completely Managed Platform: Hevo Activate is fully managed. You need not invest time and effort to maintain or monitor the infrastructure involved in executing codes.
- Live Support: The Hevo Activate team is available round the clock to extend exceptional support to its customers through chat, email, and support calls.
This article introduces you to the various methods that can be used to connect Oracle to Salesforce. It also provides in-depth knowledge about the concepts behind every step to help you understand and implement them efficiently. These methods, however, can be challenging especially for a beginner & this is where Hevo Activate saves the day. Hevo Activate helps you directly transfer data from a source of your choice to a data warehouse or any SaaS application, CRMs, etc. in a fully-automated and secure manner without having to write the code repeatedly. Hevo Activate with its strong integration with 100+ sources(Including 30+ Free Sources like Salesforce) & BI tools, allows you to not only export & load data but also transform & enrich your data & make it analysis-ready in a jiffy.Visit our Website to Explore Hevo
Want to take Hevo Activate for a spin? Sign Up and experience the feature-rich Hevo suite first hand.
Tell us about your preferred way to connect Oracle to Salesforce! Share your thoughts with us in the comments section below.