Integrate PostgreSQL with Salesforce

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About PostgreSQL

PostgreSQL is a robust, open-source database engine with a sophisticated query optimizer and a slew of built-in capabilities, making it an excellent choice for production databases.

About Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

Want to explore PostgreSQL + Salesforce quick connects for faster integration? Here’s our list of the best PostgreSQL + Salesforce quick connects.

Explore quick connects

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Connect PostgreSQL + Salesforce in easier way

It's easy to connect PostgreSQL + Salesforce without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Column

    Triggered when you add a new column.

  • New Row

    Triggered when you add a new row.

  • New Row (Custom Query)

    Triggered when new rows are returned from a custom query that you provide. Advanced Users Only

  • New Account

    Triggers the moment a new account is created.

  • New Attachment

    Triggers when a new attachment is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

  • Actions
  • Create Row

    Adds a new row.

  • Update Row

    Updates an existing row.

  • Create Attachment

    Create a new attachment (max 25 mb)

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Record

    Updates a existing record.

How PostgreSQL & Salesforce Integrations Work

  1. Step 1: Choose PostgreSQL as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Salesforce as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from PostgreSQL to Salesforce.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of PostgreSQL and Salesforce

  • PostgreSQL is a powerful database which can be used for any application. It is developed by the PostgreSQL Global Development Group, which consists of a handful of software developers and support staff who are dedicated to the community in providing high-quality and robust products. The project has been under development since 1986. In 1996, the first official release of PostgreSQL was released. Then, it has been under continuous improvements ever since. Its source code is freely available under the PostgreSQL License and it is free to use. It is widely believed that PostgreSQL is the most advanced and reliable database management system today.
  • Salesforce is a customer relationship management platform that allows users to connect with their customers anytime and anywhere. It is designed to meet the needs of individuals, small businesses, enterprises, and nonprofits. It is said to be the world's most trusted CRM. It provides its users with a variety of tops such as analytics, cplaboration, mobile, social, and lead management. It is also known to be very user friendly.
  • Integration of PostgreSQL and Salesforce

    Integration of PostgreSQL and Salesforce is done using an adapter called pgsql2sfdx. This adapter allows Salesforce to interact with PostgreSQL databases through standard SQL via JDBC. As a result, both applications can now work together to achieve desired results. The fplowing steps show how to enable pgsql2sfdx:

    Step 1. Create a new instance on your Salesforce system. For this example, I will be creating an instance named "SF_POSTGRESQL".

    Step 2. Enable pgsql2sfdx adapter on SF_POSTGRESQL instance. This step invpves deploying the pgsql2sfdx package on the instance and creating the connection pop.

    Step 3. Create a new table and store data in it. For this example, I will be creating a table named "ContactTable" and adding two records to it.

    Step 4. Use the "SELECT" statement on the "ContactTable" table.

    Benefits of Integration of PostgreSQL and Salesforce

    The integration of PostgreSQL and Salesforce will allow users to access their data from both applications without having to reenter data into one or another application. These two systems will be able to work together in order to deliver more functionalities and features that can benefit the organizations. Some of these benefits include:

    • Ability to work with unlimited amounts of data - Because PostgreSQL can handle unlimited amounts of data, this allows companies to store as much data as they want in a single database. Moreover, the fact that Salesforce does not have any limitations allows it to work with multiple databases simultaneously. This will significantly cut down costs as well as time spent on creating separate databases for each individual company that would otherwise have to create their own database.
    • Greater flexibility - Having a unified database system allows companies to choose whatever type of database they wish to use depending on their needs at any given time without having to worry about changing anything else in the system. It also allows companies to choose whatever storage format they wish to use because everything is stored in the same place. Moreover, companies do not have to worry about security threats because they have one centralized database containing all necessary data as well as processes in place to protect the system from possible security breaches.
    • Increased efficiency levels - With a unified database system, companies will no longer have to worry about performing frequent data imports and exports between systems because everything will already be present in one single system. This will save time which can then be used in other critical processes that need attention such as analyzing data or performing other tasks that require immediate action. Furthermore, there are no compatibility issues when using several different databases because everything is stored in one single database system regardless if it was created using a different database system or not.

    The process to integrate PostgreSQL and Salesforce may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.

    Page reviewed by: Abhinav Girdhar  | Last Updated on March 29,2023 02:06 pm