Tuesday, May 11, 2021

TWO WAYS: HOW TO CONNECT SALESFORCE TO SQL DATABASES

 

Today’s Salesforce users have more options than ever when integrating customer data with eCommerce, accounting, customer service and marketing SaaS apps. Companies quickly see the advantage as they reduce duplicate entries, helping to optimize the order-to-cash cycle. They can also gain that 360-degree view of customers, putting them heads and shoulders above the competition.

Even with all these options, dataops still hit Salesforce data workflow limitations due to inflexible integration templates and untracked changes to Salesforce metadata. This is especially true when working with SQL and NoSQL databases.

The challenges of cloud-to-SQL or other on-premise connections can have a company looking to devops and APIs for their integration solution. A third option is to leverage commercially available Salesforce data replication apps. These apps can keep your customer experience, operational and/or ERP systems up-to-date without having to pull on your devops resources or APIS.

Salesforce to SQL Database Integration Using iPaaS (Connectors)

The benefits of many data workflow solutions are they are no code and templated solutions. This empowers users to create data workflows with little to no coding knowledge quickly. The downside is the templated workflows usually are limited to the objects and fields included in those templates by the app provider.

Have custom objects or fields? Some Salesforce integration data workflow apps will allow you to create your own template. So the problem is solved. Right? Not necessarily. Even if you are diligent in keeping your templates up to date, that doesn’t mean your SQL database is up-to-date. You will need to understand how to keep your SQL database synced to include any changes to your structure/metadata.

Salesforce to SQL Database Integration Using Replication Apps

An easier way and more reliable way to connect Salesforce data to your SQL database is through a commercially available Salesforce data replication app. These commercially available apps let you skip the API and coding to replicate your Salesforce data to an SQL or NoSQL database.

DBSync’s Salesforce Replication app takes the experience one step further by offering an SQL interface that makes it an intuitive experience for SQL data admins. This app provides the peace of mind that data is replicated reliably with minimal upkeep.

If you are working on a data lake or warehouse project that leverages Salesforce data, download our SaaS brief that highlights how to overcome the challenges.

No comments:

Post a Comment