Today, many companies use data to help them make crucial decisions. They can identify and solve problems and come up with theories, for example. Data is the foundation of decision-making in business. And analytics aren’t limited to large companies with much money. Nowadays, it is essential to gather and analyze lots of data. This data can be on your computer or in the cloud.
Data integration is a process that allows you to put all of your data into one place. You can then analyze it and make decisions based on the data. If you want to keep the data safe, make sure you do not share it with others. Extract, transform, and load is a popular technique for integrating data. A popular IT request is to extract data from a cloud data warehouse or on-premises data and load it onto Salesforce. Different approaches to transferring data from your cloud data warehouse to Salesforce CRM include the extract/transform/load (ETL) process or the extract/load/transform process (ELT). You can also use bulk or real-time APIs.
This blog aims to give you knowledge, methods, and steps to move your data from a cloud data warehouse to Salesforce.
Salesforce is a platform that helps businesses to work better. It helps them to know their clients better and be able to serve them more easily. Salesforce is also suitable for companies not in the same industry because they can help each other. Salesforce is a platform that enables you to store your data. It can help you keep track of information about your customers and marketing leads. You can store the data in Salesforce from all different. However, most people put their data in a warehouse where it is easier to find and organize all the customer and business information from various sources. A data warehouse is a place where your company stores its data. You move the data to and from Salesforce by using ETL(or API integration). With Salesforce, you can gather all the data from different sources and store it in one place for easier reporting. Then you can do a more advanced analysis of this information, too!
When you use a custom script to move your data from a data warehouse to Salesforce, you want to ensure that the “Scripts” work correctly.
Writing custom Salesforce scripts can be done by manually obtaining the data, extracting and transforming it, creating a repository in your data warehouse, and finally loading it onto Salesforce. Data from your data warehouse is accessible by using Salesforce’s vast arrays of APIs.Based on the use cases you are solving, you will need to find out which APIs you need. This process can take much time and requires an in-depth understanding of Salesforce’s APIs and existing data.
A quick overview of the steps to get data from a cloud-based (or on-premises data) warehouse to a Salesforce platform:
Salesforce has many APIs that you can use. Make sure to know what API is best for your use case.
Extract your data
With many different kinds of APIs, you get to choose which one you want to use for your project. There are SOAP, REST, and Streaming APIs. You can use tools like CURL or Postman to fetch data from the server. The kind of resource that you ask for might give a JSON or an XML response. Salesforce REST API supports Salesforce Object Query Language (SOQL) and responds with either JSON or XML responses. Alternatively, suppose you choose to use SOAP API. In that case, you first need to configure the SOAP client, then follow up by setting up a Web Services Connector to interact with Salesforce. You can use Salesforce’s streaming API to make sure that your data is always up-to-date.
Regardless of your API choice, people most often use JSON. Choose the data you want to extract from the API. And then set up a repository for your data in a database. Then put that data from the data warehouse into the Salesforce database with the help of an API.
First, data storage takes place in a data warehouse. It is easier to transform the data or explore it. If you connect with any cloud service, you may have to use cloud storage as your staging area or data repository to load your data into the Salesforce platform.
Data Type Mapping
It is essential to know what type of data your warehouse can support. For example, suppose you make a call to an API that returns different types of data. In that case, data will remap it according to the standards for that service. Make sure that your warehouse supports the kind of data you are using before importing it.
Data Warehouse Schema
You need to design a schema for your cloud Data Warehouse and map the data from your data source. Make sure you do this so that it is fast.
Loading the Data
How you load your data onto the Salesforce platform depends on which repository or data bucket you use and your data warehouse. Some people might need to COPY INTO SQL statements. At the same time, other people can use either a command-line tool or any cloud SDK.
Using ETL tools to integrate Data Warehouse with Salesforce platform
The ETL tool makes it easy to create a workflow. You need to follow a few steps. First, you have to connect the Salesforce platform and the ETL platform. Then, you have to authenticate your user account on the Salesforce platform. Configure your data warehouse. Also, find a Salesforce ETL tool that fits your requirement. It can be hard to choose the right one, but you should look for a set of features when doing.
Processes should use No-code and low-code environments. They do not require any technical knowledge. ETL tools should be able to integrate with enough data warehouses, databases, and CRMs. These platforms have a user interface that is easy to use and makes it easy for you to build a data pipeline. The ETL platform should comply with the regulations established by the CCPA, GDPR, and other laws.
There are a lot of Salesforce ETL tools available in the market. Xplenty, Talend, stitch, Jitterbit, Fivetran, Blendo, and dataloader.io are all different, and each offers its unique benefits. But some stand out more than others because they’re easy to use and can automate things for you!
Data integration is when you move data from one place to another. Salesforce ETL tools are software for this. They make it easier to do data integration by moving the data for you, making it more reliable. Click and point means there will be fewer errors in the process, too!
Salesforce ETL tools transfer data from a data source to Salesforce, Business Intelligence tool, or another place. This process is done without writing any code and with no problems.
Moving your data from the cloud to Salesforce can be tricky. One problem is that it is hard to write scripts because of the limitations, like that you can’t do it in real-time or if it takes too much time. It is also hard to do data transformations and handle errors. Using Salesforce ETL tools makes the process of moving data from one place to another easy and quick. But we also have a specialist who can ensure there is no data loss and that the mapping is accurate. Our team does this by creating a mirror of your existing data in Salesforce. We also follow a well-planned process. This means we can correctly extract, transform and load your current data from the cloud data warehouse to the Salesforce platform.
Connect with Pivotal Leap to get started with your Salesforce ETL journey. We will help you understand the data integration needs and objectives that are important to you