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Example: Salesforce to BigQuery Integration

Integrating Salesforce with Google BigQuery allows you to seamlessly export and analyze your CRM data in a data warehouse. This detailed guide walks you step by step through connecting Salesforce as a source and BigQuery as a destination.

✨ Prerequisites

Before you start, you need:

  • A Salesforce account with API access.
  • A Google Cloud project with BigQuery enabled.
  • A service account JSON key file.
  • Access to the SyncApps platform.

✨ Step 1 – Connect Salesforce as Source

Select Salesforce

In the Connect Source step:

  1. Locate Salesforce and click the tile.
  2. Provide a Connection Name (e.g., Salesforce Production Connection).
  3. Select the Environment: Production or Sandbox.
  4. Click Authenticate.

Salesforce Authentication

A Salesforce login screen will open:

  1. Log in with your Salesforce credentials.
  2. Review the OAuth permissions.
  3. Click Allow to grant access.

Salesforce OAuth Confirmation

After successful authentication, Salesforce will be connected.

✨ Step 2 – Connect Google BigQuery as Destination

Select BigQuery

In Connect Destination:

  1. Click Google BigQuery.

Configure BigQuery Connection

Fill in the fields:

  • Connection Name: e.g., BigQuery Data Warehouse
  • Client Email: From your service account
  • Project ID
  • Dataset Name (create in BigQuery if needed)
  • Upload JSON Key

Click Save & Test to verify.

Tip: Ensure the service account has: - BigQuery Data Editor - BigQuery Job User

✨ Step 3 – Configure Sync Settings

Sync Configuration

Configure:

  • Sync Name (e.g., Salesforce to BigQuery)
  • Use Bulk API: Recommended for large datasets.
  • Enable Real-Time Sync: For instant updates.
  • Track Schema Changes: Auto-detect new fields.
  • Include Archived/Deleted Records

Select sync frequency (e.g., every 30 minutes) and click Save & Continue to Schema Mapping.

✨ Step 4 – Map Schema

Select Objects

Choose the objects to sync (e.g., Account, Contact).

Map Fields

For each object:

  • Review Field Names and Data Types.
  • Enable or disable fields via Include checkbox.
  • Optionally apply transformations.

Use Preview Data to validate records.

Click Save Mapping.

✨ Step 5 – Review and Launch

Review Configuration

Review:

  • Source & Destination
  • Objects & Fields
  • Sync Frequency

If correct, click Start Sync.

Monitor Sync

Monitor progress in Sync History.

✅ Congratulations!

Your Salesforce data is now flowing into BigQuery.

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