This section describes how to execute queries to the Salesforce linked server from any tool that can connect to SQL Server.

When executing queries from a linked server, use a two-part name, in the format:

[<Linked Server Name>].[<DSN Name>].[<Schema Name>].[<Table Name>] 

where

• Linked Server Name is the name of the linked server that you created. This is normally the service name.
• DSN Name is the name of the data source.
• Schema Name is the name of the system schema or user-defined schema.
• Table Name is the name of the table you are copying data from.

SELECT Statements

To create new records:

SELECT * FROM [Linked Server Name].[CData DynamicsCRM Sys].[DynamicsCRM].[Lead] WHERE FirstName <> 'Bob'

Note: If the data source supports case-sensitive identifiers, it is not possible to query tables of the same name that only vary by casing (ex: Account and ACCOUNT in the same schema). This is due to the fact that SQL Server treats identifiers as case-insensitive, so multiple tables of the same name in a single schema are incompatible with the SQL Server protocols.

INSERT, UPDATE, and DELETE Statements

To insert, update, or delete a single row of data against a writeable database, use the four-part name. For example:

INSERT INTO [Linked Server Name].[CData DynamicsCRM Sys].[DynamicsCRM].[Lead] (FirstName) VALUES ('Bob');

Bulk Operations

To perform bulk operations against data sources that permit writes, use syntax similar to the following:

To run a bulk INSERT using a SELECT query in place of a VALUES list:

INSERT INTO [Linked Server Name].[CData DynamicsCRM Sys].[DynamicsCRM].[Lead] ([FirstName])
SELECT [FirstName] from [CData].[dbo].[Local_Lead]

To run a bulk UPDATE using a JOIN with a local table:

UPDATE [Linked Server Name].[CData DynamicsCRM Sys].[DynamicsCRM].[Lead] SET [Lead].[FirstName] = CData.dbo.[Local_Lead].[Local_FirstName]

FROM CData.dbo.[Local_Lead] INNER JOIN [Linked Server Name].[CData DynamicsCRM Sys].[DynamicsCRM].[Lead] ON CData.dbo.[Local_Lead].[Id] = [Lead].[Id]

To run a bulk DELETE using the IN filter with sub-SELECT query.

DELETE FROM [Linked Server Name].[CData DynamicsCRM Sys].[DynamicsCRM].[Lead] WHERE [Id] IN (SELECT [Id] FROM CData.dbo.Local_Lead)

Execute Stored Procedures

Before you can execute stored procedures, you must first enable RPC and RPC Out for the linked server. To do this, right-click the linked server, navigate to Properties > Server Options , and set RPC and RPC Out to True.

After RPC and RPC Out are enabled, use these commands to run the stored procedure:

DECLARE @RunStoredProcSQL VARCHAR(1000);
SET @RunStoredProcSQL = 'EXEC Assign Table=''Task''';
EXEC (@RunStoredProcSQL) AT [Linked Server Name];