Snowflake to Salesforce: How to Create the Right Integration

Data is a company’s greatest asset when it comes to understanding how to improve customer experiences and attract new clients. As a source of truth for all customer information, data should be accessible in powerful ways that leverage your team’s time for success. Allowing your engineers and analytics to not be tied up with tedious task accomplishment, integrating your data wisely can push your company forward in incredible ways.

The biggest question that faces most companies is how to do this? How do you take data from a warehouse and push it into sales and marketing platforms in meaningful, useful, and streamlined ways? This is everything you need to know about how taking data from Snowflake to Salesforce is the kind of integration your company needs. 

A Source of Truth

Data has always been an area of challenge for companies. One of the most well-known problems that can occur when data accumulates is what is the formation of a data silo. These aggregations of data are useful for a company either due to their format or lack of accessibility. While this data can be left alone, it doesn’t serve a purpose if it stays locked away in a silo. 

The most popular and effective tool for fixing this problem is the data warehouse. This is a centralized aggregation of data that has been retrieved from a silo and is useful for a company. These data warehouses become the source of truth to a company, as the information held inside is pushed out to various departments and platforms. 

However, this can also prove to be a challenge. Surprisingly, one of the challenges that companies have is getting this transformed data out of the warehouses in a way that leverages a team’s time for success. While this data is available, it is typically only accessible through SQL or data engineers. This means the creation and maintenance of data pipelines, that can make this data inaccessible to normal people within departments that could benefit from it. 

Take sales and marketing. Data in a warehouse is a valuable tool to give to these departments to enable them to make high-level, data-driven decisions. The problem is that getting that data to these departments can hit a roadblock. 

This is where data warehouses can become similar to a silo if the right tools and team members are not in place to retrieve this data. Integrating data from Snowflake to Salesforce is a powerful way to help improve sales and marketing, but it takes the right kind of integration. 

Using tools like reverse ETL can help to push data back out of the warehouse into data sources for department use. However, creating those streamlined workflows can be a challenge. 

What is Snowflake?

Snowflake is one of the most popular cloud-based data warehouses on the market. It’s a completely serverless solution and works with all major cloud providers. For many companies, this is their number one warehouse solution to their data silo problems. 

What is Salesforce?

Salesforce is an all-in-one Saas-based CRM product that focuses on customer engagement and interactions. Salesforce is a great tool that many sales departments rely on solely for their source of truth when it comes to customer profiles. These interactions are all logged through Salesforce, and this SaaS product is built to be used by sales teams to improve their customer experience. 

However, this information can all be one-dimensional. Integrating this valuable information with the data that is stored in Snowflake allows your sales team to see a full, 360-degree view of your customers. This not only gives insight into customer interactions but can help to build out customer profiles that will help them distinguish high-value leads. 

Being able to integrate data from Snowflake out to Salesforce will help to create powerful operational analytics that can help sales teams make real-time, data-driven decisions. So much of the time data exists as a tool to retroactively use, however, through data integration between a warehouse and data source, it can be unturned into active operational analytics. 

Sync Modes

This can happen through a couple of different Sync modes that define the three ways data can be pushed into Salesforce. 

Insert, focus on pushing data into Salesforce but doesn’t update or change the objects in your warehouse. 

Upsert is a sync mode that pushes data into Salesforce and will link back to your warehouse and will update information in Salesforce if there are changes from your warehouse. 

Update sync mode updates fields from inside of Salesforce that you want to add additional information to. 

Conclusion

Hightouch can help you find the right kind of integration your team needs between Snowflake and Salesforce. This kind of data integration can help push operational analytics in your sales department, and leverage your team’s time and resources for success. 

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