DataSync for Salesforce allows you to seamlessly integrate Salesforce with databases for reporting, analytics and insights on your Salesforce data. This approach uses scheduled jobs and Salesforce Apex triggers to send and receive messages through the Perspectium Integration Mesh.

The setup includes setting up the Perspectium DataSync application in your Salesforce instance to share data along with setting up the DataSync Agent to subscribe to the data and save it into a target database.




Minimum Requirements

The Perspectium DataSync application is delivered as a Salesforce package to install in your org. This application is continuously updated and rigorously tested to ensure support for the latest versions of the Salesforce platform. To get started, check that your Salesforce environment is within the version compatibility below. 

The following Salesforce versions are supported:

  • Winter '16 and above

For DataSync Agent minimum requirements, see here.




Setup and Configuration Instructions

Explore the following pages for information on setting up and configuring DataSync for Salesforce. There are a series of configuration instructions to follow, depending on your situation. To help highlight which sets of instructions might be of use to you, please look at the high-level breakdown explained below:

Set up DataSync Application for Salesforce

Set up DataSync Agent for Salesforce

  • No labels