Get Your Data Flowing Between Salesforce and Snowflake With These Connectors

This post originally appeared on the Atrium blog. Authored by Dustin Weaver.

In the past, getting rich customer data flowing between Salesforce and your data lake or data warehouse involved costly middleware and/or custom development. Recently, however, many companies have been consolidating their data lakes and data warehouses into Snowflake’s Data Cloud.

This has not gone unnoticed by Salesforce. As such, they’ve made it easier than ever to get your data flowing between Salesforce and Snowflake using a series of on-platform connectors.

Combining the Power of Salesforce and Snowflake

Below we’ve highlighted the options available to organizations using Salesforce to integrate with Snowflake’s Data Cloud to kick-start an intelligent experience.

Source: Salesforce

Output to Snowflake from Salesforce

Gabbi Forsythe: Sync Out and Output Connectors

Sync Out Connector

Using Sync Out, you can export raw Salesforce data into Snowflake using a scheduled Data Sync. Because the tables are recreated with each new run by Data Sync, there is little management required once this feature is set up.

Output Connector

For exporting transformed or augmented data, the Output Connector is the way to go. This method requires you to make a Data Prep Recipe with an Output node in Tableau CRM. This allows data to be inserted into a Snowflake table without losing any transformations or joins you have already done. With the Snowflake Output Connector and Data Sync, getting data from Salesforce and into Snowflake is a breeze.

Success Story: Sync Out and Output Connectors

Input from Snowflake to Salesforce

Katie Toyoshima: Tableau Connector

POOF! Just like that, you’re connected to your Snowflake server and your organization can now leverage both of these extremely powerful tools in tandem to their fullest extent.

Success Story

A large food distribution company requires their sales reps to use Salesforce and input data on products, leads, opportunities, and much more on every account. Unfortunately, the company has no insight into what their aggregated KPIs look like or what metrics they should use as goals for their sales reps for next year.

They were able to export all of the relevant data to Snowflake, take advantage of the many tools that they provide for analysis, and use the Snowflake connector in Tableau to be able to visualize and distribute their key metrics.

Tyler Pollard: Direct Data (Tableau CRM)

Success Story

A large manufacturing company has invoicing data in Snowflake. This data is updated in near real time as their customers adjust orders and pay invoices throughout the day. The sales team uses Salesforce and had no visibility to this invoicing data except a once-daily export.

Using the Direct Data connector for Snowflake, the Tableau CRM developer is able to build a dashboard that pulls the invoicing data in from Snowflake in real time. This allows the sales team to gauge activity on their accounts during the day and make proactive decisions.

Dustin Weaver: Input Connector (Tableau CRM)

Success Story

A streaming content provider uses Salesforce to book ad sales. However, the actual invoicing of the sales happened within several external systems. Instead of building complex and fragile integrations to these external systems, the customer brought the data into Snowflake.

Once in Snowflake, the customer was able to build views that were consumed into Tableau CRM via the Input Connector. This architecture offered a simple yet robust way to get their invoicing data from those external systems into Tableau CRM.

Boost the Collective ROI on Salesforce and Snowflake

Learn how Atrium can help you get the most value out of these connection possibilities by assisting with data signal analysis, architectural review, and implementation of data models and analytics in Tableau or Tableau CRM.

Or go ahead and sign up for a 30-day free trial of Snowflake!

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