Enterprise customers often have legacy and/or external systems that are still being used or that they wish to phase out in the future. As such, they may have requirements to replicate aspects of the data stored in the Salesforce platform to another. Likewise, in order to move unwanted data off the platform and manage their data storage costs, there is a need to archive data.
The following lists some platform and API facilities that can help you and/or your customers build solutions to replicate or archive data. There are, of course, a number of AppExchange solutions listed that provide applications that use these APIs already:
- Replication API: This API exists in both the web service SOAP and Apex form. It allows you to develop a scheduled process to query the platform for any new, updated, or deleted records within a given time period for a specific object. The
getUpdatedandgetDeletedAPI methods return only the IDs of the records, requiring you to use the conventional Salesforce APIs to query the remaining data for the replication. The frequency in which this API is called is important to avoid gaps. Refer to the Salesforce documentation for more details. - Outbound Messaging: This feature offers a more real-time alternative to the replication API. An outbound message event can be configured using the standard workflow feature of the platform. This event, once configured against a given object, provides a Web Service Definition Language (WSDL) file that describes a web service endpoint to be called when records are created and updated. It is the responsibility of a web service developer to create the end point based on this definition. Note that there is no provision for deletion with this option.
- Bulk API: This API provides a means to move up to 5000 chunks of Salesforce data (up to 10 MB or 10,000 records per chunk) per rolling 24-hour period. Salesforce and third-party data loader tools, including the Salesforce Data Loader tool, offer this as an option. It can also be used to delete records without them going into the recycle bin. This API is ideal for building solutions to archive data.
Tip
Heroku Connect is seamless data synchronization solution between Salesforce and Heroku Postgres. For further information see https://www.heroku.com/connect.