SSIS Salesforce Source (CRM)

⚡ Key Benefits

• Dual Extraction Modes — Pull data by object table mode or custom SOQL query mode
• OAuth-Friendly Connectivity — Connect securely with modern Salesforce auth flows
• High-Volume Read Support — Extract large CRM datasets for analytics and integrations
• Dynamic Query Capability — Parameterize SOQL using SSIS variables
• Design-Time Visibility — Preview and validate source behavior before execution

📸 Visual Overview & Setup

1. Drag Salesforce Source 🔍 View Full Size	2. Salesforce Connection Manager UI 🔍 View Full Size	3. Table Mode Extraction 🔍 View Full Size
4. Query Mode with SOQL 🔍 View Full Size	5. Execute SOQL Query Run 🔍 View Full Size	6. Execute Table Mode Run 🔍 View Full Size

🔧 Key Features

• Read Salesforce objects via table mode or SOQL query mode
• OAuth token authentication support for modern org security
• Dynamic SOQL with variable placeholders
• Date/time conversion options and row/batch controls
• Design-time preview for faster validation

💡 Common Use Cases

• CRM to Warehouse Loads: Pull Salesforce Accounts, Leads, and Opportunities into analytics tables.
• Incremental Refresh Pipelines: Query recently changed records using SOQL filters.
• Operational Reporting: Stage Salesforce data for downstream BI and dashboards.
• Cross-System Sync: Feed CRM records into ERP, support, or marketing systems.

🎯 Summary

SSIS Salesforce Source enables scalable, low-code extraction from Salesforce using intuitive object browsing and SOQL querying. It helps teams operationalize CRM data movement with strong control, performance, and maintainability.

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