At Continuus, our consultants are constantly being asked to extract data from customer relationship management (CRM) and enterprise resource planning (ERP) platforms.
These platforms vary, but Salesforce specifically has been a challenge given the metadata model they use to make each extraction project unique. They also require a specifically designed workflow to match a client’s Salesforce implementation.
Recently, Salesforce announced a beta feature that we are very excited about that will allow CRM extraction to be much easier.
Sync Out for Snowflake will export your raw, local Salesforce data to Snowflake without any need for a third-party ETL tool! This will enable businesses to very quickly blend their Salesforce instance with other data sources and to generate actionable insights even quicker.
As described by Salesforce, “Sync Out for Snowflake exports your raw local Salesforce data via Tableau CRM to Snowflake using the Tableau CRM output connector for Snowflake. With Sync Out for Snowflake, keep your Salesforce data in Snowflake up to date using scheduled Data Sync without the need for a third-party ETL tool. Fresh Salesforce data is vital if you maintain a central Snowflake data lake for processing, analysis, business automation, or storage. For example, give your shipping logistics team the freshest data by merging your account data from your system of record, Salesforce, with your ERP’s shipping data in your data lake.”
You can give this Salesforce beta service a test drive with just a few clicks. More information on the product can be found in this Salesforce Trailblazer Community article.
Continuus is a Solutions Partner of Snowflake and we have a SnowPro Certified Snowflake expert on staff. Please contact us if you have any questions regarding Snowflake, CRM or ERP extraction projects, or the Salesforce Sync Out for Snowflake feature!
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