How to Sync from Redshift to Salesforce

Data collection is only useful if you are using that data to make actionable decisions. Storing vital data in a place where not everyone has access to it is a waste of money and resources. It is also a missed opportunity to make the most of the data your business is gaining. When crucial data is moved into business tools where all teams can access it, then the data becomes a powerful force in business development. 

For example, your business might use Salesforce as its central hub for business teams. However, all of the detailed data is stored in Redshift, where only the data and tech teams can access it. It is important for your business to sync data from Redshift to Salesforce so your sales and marketing teams can use that data to make better informed business decisions. Without it, they are left to use dashboards and reports that overgive surface level info about customers and clients. 

When going into meetings with high stakes clients, your sales team is forced to fill in the blanks with specific information about that client. This includes product usage, products viewed, and event data. By giving your sales team access to a 360-degree view of the client, you are setting them up for success in securing clients for your business. The best way to do this is to sync data from Redshift to Salesforce. This can be done in four easy steps.

How to Sync from Redshift to Salesforce

Step one: Select Data

The good news is that syncing data from Redshift to Salesforce is made incredibly easy. The first step is to select the data in Redshift that you want to sync. There are a few ways this can be done. You can write SQL directly, use the Visual Audience Builder, or import other tables and dbt models. The process is flexible in order to meet the needs of your business. If needed, you can select data from all three different locations that you want to sync to Salesforce.

Step two: Connect Integration

The next step is to choose the integration you want to use. If you are syncing data from Redshift to Salesforce, then you will want to choose the Salesforce icon from the catalog. There are also other integrations to choose from if you have more than one destination you want to sync your data to. Then, you will enter in your credentials to connect to your Salesforce account. If you don’t yet have a Salesforce account, then you must first create the account and then use the credentials to allow data to sync from Redshift. 

Step three: Create Mappings

Step three is the step where you define how things go from your query to your destination. In this case, the mappings will define how the fields from Redshift will map to the fields in Salesforce. It is easy to add as many mappings as you want, as well as remove mappings that are no longer relevant. Each field has a drop-down list you can choose from. For example, you can create mappings for name, last login, and email.

Step four: Create Schedule

Once you have configured the mappings, you can move on to step four. Here, you will set up an automatic schedule to begin syncing your data. The scheduling tool offers multiple basic and advanced scheduling options for your syncing process. Whether you need data synced every five minutes or every five hours, the scheduling allows you to create custom time intervals for how often your data syncs. Other scheduling options include custom recurrences, cron expressions, and dbts. Your tech and data teams can now focus more on the things that need their attention and less on manually syncing data every day.

Extra Features

In the past, syncing data may have been a time consuming process. Now, it can be done in minutes. And all it requires is SQL. Your data team will be relieved when they find out they no longer have to create custom integrations to sync to Salesforce. They get to solely focus on building data models. The process for them is much more hands-off. If there is a sync failure along the way, they will immediately get alerted. So they don’t miss the alert, a live debugger records all requests to fix errors, so they won’t miss a beat.

Get The Data You Need

If your business is already collecting crucial data, then it needs to make sure it’s using it. Syncing data from Redshift to Salesforce gives everyone the same access to real-time data. With this data, your sales and marketing teams will be able to gain an understanding beyond dashboards and reports. They will have a 360-degree view of a customer and will be able to make actionable decisions based on the detailed data they have right in front of them.

In Conclusion

Syncing data from Redshift to Salesforce is easy and gives you the power to make better decisions with your customer data. With just a few clicks, you can set up an automatic schedule and have your data synced on a regular basis. And if there are any sync failures, you will be alerted so you can fix them right away. So what are you waiting for? Start syncing your data today!

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