Model sync (Reverse ETL) from MongoDB to Salesforce

UI demo video

You can watch a demo video of these operations in Polytomic’s admin console here.

Code

Before getting started make sure to set your Polytomic API key as an environment variable:

$export POLYTOMIC_API_KEY=YOUR-API-TOKEN

This example tutorial will cover four steps:

  1. Connecting to MongoDB.
  2. Connecting to Salesforce.
  3. Creating a data model using the MongoDB database.
  4. Loading data from MongoDB into Salesforce.

1. Create a MongoDB connection

The following request will create a MongoDB connection. The configuration for each type of connection can be found at the connection configuration page.

$curl --request POST  \
>     --url https://app.polytomic.com/api/connections \
>     --header "accept: application/json"  \
>     --header "content-type: application/json"  \
>     --header "X-Polytomic-Version: 2024-02-08"   \
>     --header "Authorization: Bearer ${POLYTOMIC_API_KEY}"  \
>     -d '{
>          "name": "MongoDB Connection",
>          "type": "mongodb", 
>          "configuration": {
>               "hosts": "example.mongodb.net",
>               "username": "user",
>               "password": "secret"
>          }
>	}'

2. Create a Salesforce connection

The following request will create a Salesforce connection. The configuration for each type of connection can be found at the connection configuration page.

$curl --request POST  \
>     --url https://app.polytomic.com/api/connections \
>     --header "accept: application/json"  \
>     --header "content-type: application/json"  \
>     --header "X-Polytomic-Version: 2024-02-08"   \
>     --header "Authorization: Bearer ${POLYTOMIC_API_KEY}"  \
>     -d '{"name": "Salesforce Connection","type": "salesforce", "configuration": {"domain": "https://example.my.salesforce.com"}}'

Since Salesforce connections uses OAuth to authenticate, we’ll need to follow the link returned in the auth_url parameter in the response.

Redirection


By default, the API expects the auth_url to be opened in a new browser window. If you’d like to modify the redirect behavior, there is an optional redirect_url parameter that can be added to the request body.

3. Create a MongoDB data model

$curl --request POST  \
>     --url https://app.polytomic.com/api/models \
>     --header "accept: application/json"  \
>     --header "content-type: application/json"  \
>     --header "X-Polytomic-Version: 2024-02-08"  \
>     --header "Authorization: Bearer ${POLYTOMIC_API_KEY}"  \
>     -d '{
>           "name": "MongoDB Model",
>            "configuration": {
>               "database": "example",
>               "collection": "users"
>            },
>            "connection_id": "YOUR-MONGODB-CONNECTION-ID"
>          }'

Enumerating model sources


For information about how to enumerate sources, see this example.


4. Create a sync from MongoDB into Salesforce using the data model

This sync maps the email field in the data model to the email field of Salesforce Contacts. It additionally maps the FirstName and LastName fields. The field mappings can be extended to sync additional fields.

Enumerating destination objects


To list the destination objects to sync to, use the Get Sync Target Objects endpoint.


$curl --request POST  \
>     --url https://app.polytomic.com/api/syncs \
>     --header "accept: application/json"  \
>     --header "content-type: application/json"  \
>     --header "X-Polytomic-Version: 2024-02-08"  \
>     --header "Authorization: Bearer ${POLYTOMIC_API_KEY}"  \
>     -d '{
>          "name": "Mongo to Salesforce Sync",
>          "mode": "create",
>          "identity": {
>               "source": {
>                    "field": "email",
>                    "model_id": "YOUR-MODEL-ID"
>               },
>               "target": "Email",
>               "function": "equality"
>           },
>          "fields": [
>               {
>                    "source": {
>                         "field": "first_name",
>                         "model_id": "YOUR-MODEL-ID"
>                    },
>                    "target": "FirstName"
>               },
>               {
>                    "source": {
>                         "field": "last_name",
>                         "model_id": "YOUR-MODEL-ID"
>                    },
>                    "target": "LastName"
>               }
>          ],
>          "schedule": {
>               "frequency": "continuous"
>          },
>          "target": {
>               "connection_id": "YOUR-SALESFORCE-CONNECTION-ID",
>               "object": "Contact"
>          }
>     }'