Finding effective ways of connecting all of your data sources has become essential for businesses looking to activate the full power of their data sets. Many businesses have massive amounts of data stored away in a data warehouse or data lake but might not know how to sync this valuable data with other platforms. On paper, it may seem costly or time-consuming, especially if you consider custom development or certain middleware programs.
According to Artium, customer data doubles every 12-18 months, making this task seem even more difficult to pull off consistently. Thankfully, multiple options and connectors are available for businesses looking to accomplish this feat. We’ve put together a step-by-step guide designed to ease the pain of synching data from Snowflake to Salesforce below.
What is Snowflake?
Snowflake is a cloud-based data warehousing solution that supports digital infrastructures and features high storage capabilities. Snowflake is popular because of its unique data architecture and data-sharing capabilities, which are crucial for building efficient Snowflake ETL pipelines. This gives businesses the ability to scale independently and share data in real time. Businesses only pay for the resources used, while storage is billed by terabytes stored per month.
Another appealing component of Snowflake is its ability to take care of issues commonly found in outdated hardware-based data warehouses, such as limited scalability, delays, and data transformation problems. Snowflake has a multitude of benefits, such as concurrency, effortless data sharing, concurrency, high performance, speed, storage for both structured and semi-structured data, and strong security.
What is Salesforce?
Salesforce is a huge cloud-based suite of Customer Relationship Management (CRM) tools designed to help businesses improve marketing efforts, learn how to engage with their customers better, and close sales more frequently. Salesforce is accessible from any device at any time of the day and features a pay-as-you-go subscription model.
It’s a reliable data-based software option for companies looking to take their relationship with customers to the next level, all thanks to a combination of live data tracking and real-time updates. It also touts thousands of applications that can be integrated into Salesforce to get a complete view of your data. Salesforce has an advanced algorithm that helps companies take full advantage of their data and fulfill the needs of their customers.
Methods of Syncing Data
You can use multiple methods to sync your data from Snowflake to Salesforce effectively, but it depends on your specific business needs. We’ll explore three worthwhile methods below to achieve your Salesforce Snowflake data sync.
Method 1: Tableau Connector
Probably one of the most popular and well-known ways of successfully achieving a Salesforce Snowflake data sync is through the visual analytics platform Tableau. Tableau is a reliable CRM that makes it easy to accomplish this in only a few steps.
Step 1: Create your objects inside Snowflake.
Step 2: Enable the Tableau CRM Sync Out setting in Salesforce by selecting “enable data sync and connections” and “enable direct data for external data sources.”
Step 3: Configure the Snowflake Output Connection, and you’re done.
Method 2: Hightouch
Hightouch is a data activation platform that seamlessly syncs data from your data warehouse to your marketing, CRM, and support tools. Several big companies, such as Spotify, the National Basketball Association (NBA), and Insurify utilize this platform for their data needs. This is a reliable method for a Salesforce Snowflake sync in three simple steps.
Step 1: Add your source and destination.
Step 2: Define your model by selecting an existing dbt (data build tool) or Looker model or use Structured Query Language (SQL).
Step 3: Define how fields from your model map to your destination and to start syncing.
Method 3: Data Import Wizard
The Data Import Wizard is a native Salesforce feature that allows businesses to upload their data from various data sources.
Step 1: Export your data in the form of a CSV (comma-separated values) file. You can also use the COPY command to export your data into an AWS S3 bucket and download your CVS file.
Step 2: Check the prompt information and then click “Launch Wizard.” You can select custom objects or custom objects. Next, you decide the type of import you want to do.
Step 3: Upload your CSV file and select tab or comma in the value separator. Lastly, you select “next,” and you’re done.
Conclusion
Learning how to combine the power of your data stored in a data warehouse or data lake with a CRM is crucial in this fast-paced digital age we live in today. There are countless ways you can easily connect your Salesforce Snowflake data to increase your scalability, get your teams on the same page regarding data, and become more empowered by actionable insights.
There are three ways you can effectively accomplish a Salesforce Snowflake data sync, including the Tableau connector, utilizing Hightouch, or Salesforce’s very own Data Import Wizard. These methods are effective, reliable, and can take your data to the next level.
