PostgreSQL is an open-source relational database. Teams use it for the records that already live outside Salesforce, and need a scheduled way to load those rows in without exporting a CSV first.
Load rows from a PostgreSQL table into Salesforce. Insert, update, upsert, or delete Accounts, Contacts, Leads, Opportunities, and custom objects.
Create the connection with a name, host, port, username, password, and database. You may need to allow the Dataimporter IP addresses on the database first. Check the values before you save. A wrong host or database name will fail the connection.
On the job, select the table to extract and the Salesforce object to load into. Then map the columns you want.
On the Clean screen you can add an SQL filter so the job only pulls the rows you need. Put column names in double quotes and text values in single quotes. Set the mapping and cleaning rules once, then schedule the job.
