Salesforce → Microsoft SQL Server
AI-first ETL from Salesforce into Microsoft SQL Server. Governed entities, incremental sync, typed landing tables.
How Datrise loads Salesforce into Microsoft SQL Server
Datrise syncs Salesforce's accounts, opportunities, contacts, tasks, and pipeline stage history into Microsoft SQL Server as a typed table per source entity. Flexible or custom fields land in NVARCHAR(MAX) JSON columns, and timestamps such as created, updated, and status changes are typed as datetime2.
Sync is incremental: Datrise uses a watermark on updated-at, applied with a MERGE statement, so re-runs update only what changed. Optional partitioned tables on a date partition function. SQL Server defaults to a case-insensitive collation, so Datrise preserves original casing in a metadata column to avoid silent key collisions.
Ideal for Microsoft-stack analytics and Power BI Import models.
Endpoints
Salesforce: Enterprise CRM and Customer 360 platform.
Microsoft SQL Server: Microsoft relational DB with enterprise features.
How Salesforce entities map to Microsoft SQL Server
| Salesforce entity | Microsoft SQL Server object | Notes |
|---|---|---|
| accounts | salesforce_accounts | id PK · custom fields → NVARCHAR(MAX) JSON columns |
| opportunities | salesforce_opportunities | id PK · linked to salesforce_accounts |
| contacts | salesforce_contacts | id PK · linked to salesforce_accounts |
| tasks | salesforce_tasks | id PK · linked to salesforce_accounts |
FAQ
How does Datrise handle Salesforce's custom fields in Microsoft SQL Server?
Flexible values are stored as NVARCHAR(MAX) JSON columns, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native Microsoft SQL Server types.
How does the Salesforce to Microsoft SQL Server sync stay up to date?
It runs incrementally — Datrise uses a watermark on updated-at, applied with a MERGE statement.
Related pipelines
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Early access
Connect Salesforce to Microsoft SQL Server the easy way
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