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Set up your first integration
Quickly connect Salesforce to SQL Server with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Salesforce with SQL Server - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Case Attachment" from Salesforce.
Add your action
An action happens after the trigger—such as "Create Custom Query" in SQL Server.
You’re connected!
Zapier seamlessly connects Salesforce and SQL Server, automating your workflow.
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.
- New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerPolling - History ObjectRequired
Try ItTriggerPolling- New Lead
Triggers when a new Lead is created.
Try ItTriggerPolling - Salesforce ObjectsRequired
Try ItTriggerPolling
- New Contact
Triggers when a new Contact is created.
Try ItTriggerPolling - Salesforce ObjectRequired
- Record (Optional)
Try ItTriggerPolling- New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerInstant - Disclaimer
- Salesforce ObjectRequired
Try ItTriggerPolling
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Practical ways you can use Salesforce and SQL Server
Track Salesforce leads in SQL Server.
Keep your leads in sync by automating their tracking. When a new lead is added to Salesforce, Zapier updates your SQL Server database. This enables you to have central visibility into potential revenue opportunities, driving strategic decisions.
Business Owner
Log Salesforce updates in SQL Server.
When a field in Salesforce is updated, Zapier automatically logs the change in SQL Server. This ensures that IT teams have synchronized data across systems, avoiding the need for manual updates and reducing errors.
ITSync lead data between SQL Server and Salesforce.
When a new row is added in SQL Server indicating a lead, Zapier creates a new lead in Salesforce. This integration helps consolidate marketing data into your CRM, improving lead management efficiency.
Marketing & Marketing OpsLearn how to automate Salesforce on the Zapier blog
Learn how to automate SQL Server on the Zapier blog
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.
