Copy Data from PostgreSQL to Salesforce Automatically

1. Launch Advanced ETL Processor

• Create a PostgreSQL Connection with server, database name, port, username, and password
• Create a Salesforce Connection using your Salesforce credentials and security token

2. Create a New Transformation

Right-click a transformation group and select New to create a new workflow.

3. Configure Reader

• Double-click the reader to open Reader Properties
• Select the PostgreSQL connection
• Choose a table or write a SQL SELECT query

4. Configure Writer

• Double-click the writer to open Writer Properties
• Select the Salesforce connection
• Choose the target object (e.g., Lead, Contact, Opportunity, Account)
• Set the mode: Insert, Update, or Upsert

5. Map and Format Fields

• Map PostgreSQL source fields to Salesforce fields
• Apply data formatting or transformations as needed

6. Run the Transformation

Click the Run button (Green Arrow). The selected data will be copied into Salesforce automatically with full logging and error handling.