Export Salesforce schema to other DBMS
Export Salesforce schema to other DBMS
Dec 29th, 2020,
Salesforce is the most popular automation and clound CRM vendor. If you are using Salesforce to manage your CRM, then it might be useful to export your Salesforce schema to an external SQL database in order to store and maintain an external, separate copy of your organization.
In this article, we will see how to export Salesforce schema to other target DBMS using ERBuilder for Salesforce.
Prerequisites
1- A Salesforce account and a connected app. (Read How to Create a Salesforce Connected App)
2- Any from the following SQL database: MySQL, MS SQL Server, Oracle, PostgreSQL, Firebird, SQLite, Microsoft Azure Database, Amazon Redshift or Amazon RDS.
3- ERBuilder for Salesforce installed and connected. (Read How to setup a connection between your Salesforce org and ERBuilder for Salesforce)
Step-by-Step – Export Schema from Salesforce to most popular DBMS using ERBuilder for Salesforce
First of all, you need to connect your salesforce instance with ERBuilder for Salesforce to extract your metadata.
Step1
Download ERB for Salesforce and install it (Download for Free).
Step2
After installation, open the application and go to the menu "Manage connections" and create a new connection to your Salesforce. For more details about how to configure a new connection, read this step-by-step tutorial.
Step3
After you setup a connection with your Salesforce, you can now easily reverse engineer your organization. Read more about How to reverse engineer a Salesforce organization.
Now let's convert Salesforce schema to an other SQL DBMS
Step4
To convert to an other targer DBMS
1. Select “Database | Salesforce to DBMS DDL Script” from the Tools menu or use the shortcut "CTRL+G"
2. Select the following options as needed and then click Generate DDL Script.
• DBMS: Select the target DBMS
• SHOW DESCRIPTION: Check to show the objects description on the generated DDL Script.
• SAVE TO FILE: Check to save the script as SQL file then select where to save your DDL Script.
• OBJECTS TO EXPORT Specify the objects to export.
3. Click “Generate DDL Script” button to generate SQL script
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