How to load data from Salesforce to MongoDB

Learn how to use Airbyte to synchronize your Salesforce data into MongoDB within minutes.

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Set up a Salesforce connector in Airbyte

Connect to Salesforce or one of 400+ pre-built or 10,000+ custom connectors through simple account authentication.

Set up MongoDB for your extracted Salesforce data

Select MongoDB where you want to import data from your Salesforce source to. You can also choose other cloud data warehouses, databases, data lakes, vector databases, or any other supported Airbyte destinations.

Configure the Salesforce to MongoDB in Airbyte

This includes selecting the data you want to extract - streams and columns -, the sync frequency, where in the destination you want that data to be loaded.

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TL;DR

set up Salesforce as a source connector (using Auth, or usually an API key)
set up MongoDB as a destination connector
define which data you want to transfer and how frequently

You can choose to self-host the pipeline using Airbyte Open Source or have it managed for you with Airbyte Cloud.

This tutorial’s purpose is to show you how.

What is Salesforce

Salesforce is a cloud-based customer relationship management (CRM) platform providing business solutions software on a subscription basis. Salesforce is a huge force in the ecommerce world, helping businesses with marketing, commerce, service and sales, and enabling enterprises’ IT teams to collaborate easily from anywhere. Salesforces is the force behind many industries, offering healthcare, automotive, finance, media, communications, and manufacturing multichannel support. Its services are wide-ranging, with access to customer, partner, and developer communities as well as an app exchange marketplace.

What is MongoDB

MongoDB is a database that powers crucial applications and systems for global businesses. Designed for developers and specializing in the areas of open source, software development, and databases, it offers functionality such as horizontal scaling, automatic failover, and the capability to assign data to a location.

Integrate Salesforce with MongoDB in minutes

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Prerequisites

A Salesforce account to transfer your customer data automatically from.
A MongoDB account.
An active Airbyte Cloud account, or you can also choose to use Airbyte Open Source locally. You can follow the instructions to set up Airbyte on your system using docker-compose.

Airbyte is an open-source data integration platform that consolidates and streamlines the process of extracting and loading data from multiple data sources to data warehouses. It offers pre-built connectors, including Salesforce and MongoDB, for seamless data migration.

When using Airbyte to move data from Salesforce to MongoDB, it extracts data from Salesforce using the source connector, converts it into a format MongoDB can ingest using the provided schema, and then loads it into MongoDB via the destination connector. This allows businesses to leverage their Salesforce data for advanced analytics and insights within MongoDB, simplifying the ETL process and saving significant time and resources.

Step 1: Set up Salesforce as a source connector

1. Open the Airbyte platform and navigate to the "Sources" tab on the left-hand side of the screen.

2. Click on the "Salesforce" source connector and select "Create new connection."

3. Enter a name for your connection and click "Next."

4. Enter your Salesforce credentials, including your username, password, and security token.

5. Click "Test connection" to ensure that your credentials are correct and that Airbyte can connect to your Salesforce account.

6. Once the connection is successful, select the objects you want to replicate from Salesforce.

7. Choose the replication frequency and any other settings you want to apply to your connection.

8. Click "Create connection" to save your settings and start replicating data from Salesforce to Airbyte.

9. You can monitor the progress of your replication in the "Connections" tab and view the data in the "Dashboard" tab.

Step 2: Set up MongoDB as a destination connector

Step 3: Set up a connection to sync your Salesforce data to MongoDB

Once you've successfully connected Salesforce as a data source and MongoDB as a destination in Airbyte, you can set up a data pipeline between them with the following steps:

Create a new connection: On the Airbyte dashboard, navigate to the 'Connections' tab and click the '+ New Connection' button.
Choose your source: Select Salesforce from the dropdown list of your configured sources.
Select your destination: Choose MongoDB from the dropdown list of your configured destinations.
Configure your sync: Define the frequency of your data syncs based on your business needs. Airbyte allows both manual and automatic scheduling for your data refreshes.
Select the data to sync: Choose the specific Salesforce objects you want to import data from towards MongoDB. You can sync all data or select specific tables and fields.
Select the sync mode for your streams: Choose between full refreshes or incremental syncs (with deduplication if you want), and this for all streams or at the stream level. Incremental is only available for streams that have a primary cursor.
Test your connection: Click the 'Test Connection' button to make sure that your setup works. If the connection test is successful, save your configuration.
Start the sync: If the test passes, click 'Set Up Connection'. Airbyte will start moving data from Salesforce to MongoDB according to your settings.

Remember, Airbyte keeps your data in sync at the frequency you determine, ensuring your MongoDB data warehouse is always up-to-date with your Salesforce data.

Use Cases to transfer your Salesforce data to MongoDB

Integrating data from Salesforce to MongoDB provides several benefits. Here are a few use cases:

Advanced Analytics: MongoDB’s powerful data processing capabilities enable you to perform complex queries and data analysis on your Salesforce data, extracting insights that wouldn't be possible within Salesforce alone.
Data Consolidation: If you're using multiple other sources along with Salesforce, syncing to MongoDB allows you to centralize your data for a holistic view of your operations, and to set up a change data capture process so you never have any discrepancies in your data again.
Historical Data Analysis: Salesforce has limits on historical data. Syncing data to MongoDB allows for long-term data retention and analysis of historical trends over time.
Data Security and Compliance: MongoDB provides robust data security features. Syncing Salesforce data to MongoDB ensures your data is secured and allows for advanced data governance and compliance management.
Scalability: MongoDB can handle large volumes of data without affecting performance, providing an ideal solution for growing businesses with expanding Salesforce data.
Data Science and Machine Learning: By having Salesforce data in MongoDB, you can apply machine learning models to your data for predictive analytics, customer segmentation, and more.
Reporting and Visualization: While Salesforce provides reporting tools, data visualization tools like Tableau, PowerBI, Looker (Google Data Studio) can connect to MongoDB, providing more advanced business intelligence options. If you have a Salesforce table that needs to be converted to a MongoDB table, Airbyte can do that automatically.

Wrapping Up

To summarize, this tutorial has shown you how to:

Configure a Salesforce account as an Airbyte data source connector.
Configure MongoDB as a data destination connector.
Create an Airbyte data pipeline that will automatically be moving data directly from Salesforce to MongoDB after you set a schedule

With Airbyte, creating data pipelines take minutes, and the data integration possibilities are endless. Airbyte supports the largest catalog of API tools, databases, and files, among other sources. Airbyte's connectors are open-source, so you can add any custom objects to the connector, or even build a new connector from scratch without any local dev environment or any data engineer within 10 minutes with the no-code connector builder.

We look forward to seeing you make use of it! We invite you to join the conversation on our community Slack Channel, or sign up for our newsletter. You should also check out other Airbyte tutorials, and Airbyte’s content hub!

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How to Sync Salesforce to MongoDB Manually

Step 1:

Step 2:

Step 3:

Step 4:

Step 5:

Step 6:

Step 7:

Step 8:

FAQs

What is ETL?

ETL, an acronym for Extract, Transform, Load, is a vital data integration process. It involves extracting data from diverse sources, transforming it into a usable format, and loading it into a database, data warehouse or data lake. This process enables meaningful data analysis, enhancing business intelligence.

What is Salesforce?

What data can you extract from Salesforce?

Salesforce's API provides access to a wide range of data types, including:

1. Accounts: Information about customer accounts, including contact details, billing information, and purchase history.

2. Leads: Data on potential customers, including contact information, lead source, and lead status.

3. Opportunities: Information on potential sales deals, including deal size, stage, and probability of closing.

4. Contacts: Details on individual contacts associated with customer accounts, including contact information and activity history.

5. Cases: Information on customer service cases, including case details, status, and resolution.

6. Products: Data on products and services offered by the company, including pricing, availability, and product descriptions.

7. Campaigns: Information on marketing campaigns, including campaign details, status, and results.

8. Reports and Dashboards: Access to pre-built and custom reports and dashboards that provide insights into sales, marketing, and customer service performance.

9. Custom Objects: Ability to access and manipulate custom objects created by the organization to store specific types of data.

Overall, Salesforce's API provides access to a comprehensive set of data types that enable organizations to manage and analyze their customer relationships, sales processes, and marketing campaigns.

How do I transfer data from Salesforce?

This can be done by building a data pipeline manually, usually a Python script (you can leverage a tool as Apache Airflow for this). This process can take more than a full week of development. Or it can be done in minutes on Airbyte in three easy steps:
1. Set up Salesforce to MongoDB as a source connector (using Auth, or usually an API key)
2. Choose a destination (more than 50 available destination databases, data warehouses or lakes) to sync data too and set it up as a destination connector
3. Define which data you want to transfer from Salesforce to MongoDB and how frequently
You can choose to self-host the pipeline using Airbyte Open Source or have it managed for you with Airbyte Cloud.

What is ELT?

ELT, standing for Extract, Load, Transform, is a modern take on the traditional ETL data integration process. In ELT, data is first extracted from various sources, loaded directly into a data warehouse, and then transformed. This approach enhances data processing speed, analytical flexibility and autonomy.

Difference between ETL and ELT?

ETL and ELT are critical data integration strategies with key differences. ETL (Extract, Transform, Load) transforms data before loading, ideal for structured data. In contrast, ELT (Extract, Load, Transform) loads data before transformation, perfect for processing large, diverse data sets in modern data warehouses. ELT is becoming the new standard as it offers a lot more flexibility and autonomy to data analysts.

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Databases

Sales & Support Analytics

How to load data from Salesforce to MongoDB

Learn how to use Airbyte to synchronize your Salesforce data into MongoDB within minutes.

Try Airbyte Cloud free

Deploy Airbyte Open Source

Step 1: Setup Salesforce

Step 2: Setup MongoDB

Step 3: Setup a connection Use Cases Wrapping Up

Example H2

Example H3

Sync data between Salesforce and MongoDB

Get your data syncing in minutes

Try Airbyte free

TL;DR

set up Salesforce as a source connector (using Auth, or usually an API key)
set up MongoDB as a destination connector
define which data you want to transfer and how frequently

You can choose to self-host the pipeline using Airbyte Open Source or have it managed for you with Airbyte Cloud.

This tutorial’s purpose is to show you how.

What is Salesforce

What is MongoDB

Integrate Salesforce with MongoDB in minutes

Try for free now

Prerequisites

A Salesforce account to transfer your customer data automatically from.
A MongoDB account.
An active Airbyte Cloud account, or you can also choose to use Airbyte Open Source locally. You can follow the instructions to set up Airbyte on your system using docker-compose.

Step 1: Set up Salesforce as a source connector

1. Open the Airbyte platform and navigate to the "Sources" tab on the left-hand side of the screen.

2. Click on the "Salesforce" source connector and select "Create new connection."

3. Enter a name for your connection and click "Next."

4. Enter your Salesforce credentials, including your username, password, and security token.

5. Click "Test connection" to ensure that your credentials are correct and that Airbyte can connect to your Salesforce account.

6. Once the connection is successful, select the objects you want to replicate from Salesforce.

7. Choose the replication frequency and any other settings you want to apply to your connection.

8. Click "Create connection" to save your settings and start replicating data from Salesforce to Airbyte.

9. You can monitor the progress of your replication in the "Connections" tab and view the data in the "Dashboard" tab.

Step 2: Set up MongoDB as a destination connector

Step 3: Set up a connection to sync your Salesforce data to MongoDB

Once you've successfully connected Salesforce as a data source and MongoDB as a destination in Airbyte, you can set up a data pipeline between them with the following steps:

Create a new connection: On the Airbyte dashboard, navigate to the 'Connections' tab and click the '+ New Connection' button.
Choose your source: Select Salesforce from the dropdown list of your configured sources.
Select your destination: Choose MongoDB from the dropdown list of your configured destinations.
Configure your sync: Define the frequency of your data syncs based on your business needs. Airbyte allows both manual and automatic scheduling for your data refreshes.
Select the data to sync: Choose the specific Salesforce objects you want to import data from towards MongoDB. You can sync all data or select specific tables and fields.
Select the sync mode for your streams: Choose between full refreshes or incremental syncs (with deduplication if you want), and this for all streams or at the stream level. Incremental is only available for streams that have a primary cursor.
Test your connection: Click the 'Test Connection' button to make sure that your setup works. If the connection test is successful, save your configuration.
Start the sync: If the test passes, click 'Set Up Connection'. Airbyte will start moving data from Salesforce to MongoDB according to your settings.

Remember, Airbyte keeps your data in sync at the frequency you determine, ensuring your MongoDB data warehouse is always up-to-date with your Salesforce data.

Use Cases to transfer your Salesforce data to MongoDB

Integrating data from Salesforce to MongoDB provides several benefits. Here are a few use cases:

Advanced Analytics: MongoDB’s powerful data processing capabilities enable you to perform complex queries and data analysis on your Salesforce data, extracting insights that wouldn't be possible within Salesforce alone.
Data Consolidation: If you're using multiple other sources along with Salesforce, syncing to MongoDB allows you to centralize your data for a holistic view of your operations, and to set up a change data capture process so you never have any discrepancies in your data again.
Historical Data Analysis: Salesforce has limits on historical data. Syncing data to MongoDB allows for long-term data retention and analysis of historical trends over time.
Data Security and Compliance: MongoDB provides robust data security features. Syncing Salesforce data to MongoDB ensures your data is secured and allows for advanced data governance and compliance management.
Scalability: MongoDB can handle large volumes of data without affecting performance, providing an ideal solution for growing businesses with expanding Salesforce data.
Data Science and Machine Learning: By having Salesforce data in MongoDB, you can apply machine learning models to your data for predictive analytics, customer segmentation, and more.
Reporting and Visualization: While Salesforce provides reporting tools, data visualization tools like Tableau, PowerBI, Looker (Google Data Studio) can connect to MongoDB, providing more advanced business intelligence options. If you have a Salesforce table that needs to be converted to a MongoDB table, Airbyte can do that automatically.