Insert customers from Salesforce to Microsoft SQL database

[jefim]

Insert customers from Salesforce to Microsoft SQL database

This template process is inserting new Salesforce customers into a Microsoft SQL database on a schedule

Implementation:

• Use schedule trigger
• Have a process variable for CustomerTableName
• Use db query parameters
• Check if customer already exists and update the row instead
• Make up a proper table (just one) for storing Salesforce customer data (just basic customer properties, no need for complex DB tsructure)
• Get data from Salesforce, transform it to table structure and insert

[sleekplan[bot]]

This issue has been linked to frends-templates.sleekplan.app/feedback/158702. You can follow the discussion there!