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How Zapier works

Zapier makes it easy to integrate Salesforce with SQL Server - no code necessary. See how you can get setup in minutes.

Select a trigger from Salesforce

A trigger is an event that starts your Zap and runs the workflow. For example, with Salesforce, a trigger could be "New Case Attachment."
A trigger is the event that kicks off your automated workflow.

Setup an action from SQL Server

An action is what takes place after the automation is triggered. For example, with SQL Server, the action could be "New Row."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Salesforce to SQL Server

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Triggers and actions are the main components of every automated workflow.

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25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Salesforce to SQL Server integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Frequently Asked Questions about Salesforce + SQL Server integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Salesforce and SQL Server

What are the basic steps to integrate Salesforce with SQL Server?

To integrate Salesforce with SQL Server, you'll need to use a middleware tool or ETL platform. Begin by setting up connections for both Salesforce and SQL Server within the tool. Next, define the data flow by creating triggers in Salesforce that will initiate actions in SQL Server or vice versa. Map the fields between both systems and configure any necessary transformation logic.

Can I automate data updates between Salesforce and SQL Server?

Yes, you can automate data updates between Salesforce and SQL Server using triggers and scheduled tasks. For instance, a new record in Salesforce can trigger an update action in SQL Server, ensuring databases remain synchronized without manual intervention.

How are custom fields handled during integration?

Custom fields can be mapped easily during integration setup. When defining your triggers and actions, ensure to explicitly map these custom fields from Salesforce to their corresponding columns in SQL Server.

What should I do if there's a sync failure during integration?

In case of a sync failure, our system will typically log the error details for review. You'll want to check these logs first for any trigger or mapping issues. Correct any noted discrepancies in field mappings or connection settings, then retry the sync process once resolved.

Is real-time syncing possible between Salesforce and SQL Server?

Real-time syncing is possible by setting up immediate triggers within Salesforce that execute corresponding actions in SQL Server as soon as changes occur.

What permissions are needed on Salesforce for integration with SQL Server?

The user account used for integration needs sufficient permissions to read and write data on required objects within Salesforce. This includes access necessary for executing triggers that perform actions on specified records.

Are there any data size limitations when integrating Salesforce with SQL Server?

Data size limitations depend largely on how each system's API limits requests and records processed per operation. While configuring the integration, consider break down large data sets into manageable parts for effective processing via batch operations.

Connect Salesforce and SQL Server to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Integration categories

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

triggers, actions, or triggers and actions
    • History Object
      Required
    Trigger
    Polling
    Try It
    • Salesforce Object
      Required
    Trigger
    Polling
    Try It
    • Salesforce Object
      Required
    • Record (Optional)
    Trigger
    Polling
    Try It
  • Salesforce triggers, actions, and search
    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer
    • Salesforce Object
      Required
    Trigger
    Polling
    Try It

Learn how to automate Salesforce on the Zapier blog

Learn how to automate SQL Server on the Zapier blog

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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
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    About SQL Server
    SQL server (or MS SQL) is a top of the line database geared for the cloud
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