Connect Salesforce to BigQuery

Quickly integrate your Salesforce data into BigQuery using Windsor.ai.

Our automated ELT connector imports data from CRM and other channels into BigQuery, creating instant reports on your sales performance and customer management. Use these actionable insights to fine-tune your sales strategies and enhance each stage of the customer journey.

Forget CSVs. Stop copy/paste. Connect data in 2 minutes. No code required.

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Windsor.ai is your proven Salesforce to Google BigQuery connector

Automate scalable reporting and analytics with Salesforce to BigQuery integration

With Windsor.ai ELT connector, you can seamlessly combine data from Salesforce and additional sources and integrate it with Google’s suite of data tools, enabling a comprehensive and streamlined analytics workflow along with these transformative benefits:

High-capacity data storage

High-capacity data storage

BigQuery’s scalable architecture allows you to efficiently store and manage increasing volumes of Salesforce data as your business expands. Thanks to Windsor.ai’s automated data flows, your BigQuery database is continuously updated with the latest information, enabling consistent management of large datasets with just a few clicks.

Comprehensive data reporting and analysis

Comprehensive data reporting and analysis

BigQuery offers powerful tools for data modeling and executing complex SQL queries on your Salesforce datasets. Its built-in machine learning capabilities allow you to model data and extract valuable insights from your CRM at scale, empowering fast, data-driven decision-making.

Easy integration with Google tools

Easy integration with Google tools

In addition to BigQuery, Google offers a great suite of advanced cloud-based tools for effective CRM data analysis. For instance, Google Looker Studio provides interactive dashboards for querying data, along with robust business intelligence tools for data visualization and insight extraction. With Windsor.ai, you can easily integrate these tools as you transfer Salesforce data to BigQuery.

Using Windsor.ai connector to import data from Salesforce into BigQuery

Most available methods for syncing Salesforce CRM data with BigQuery can be complex, costly, and require specialized technical knowledge. However, with Windsor.ai’s easy-to-use ELT connector, the integration process becomes simple and cost-effective.

In just a few minutes, Windsor.ai extracts, transforms, and loads your Salesforce data into BigQuery—no technical skills are required. This integration helps you unify and analyze your CRM, sales, and marketing data on an enterprise level, empowering you to make data-driven decisions that maximize ROI.

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Join over 5,000 businesses that trust Windsor.ai to streamline Salesforce to BigQuery integration
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How to connect Salesforce to BigQuery in Windsor.ai

Make sure you have the following prerequisites before setting up the connector:

  • Salesforce account with appropriate API permissions
  • Google Cloud Platform (GCP) account with BigQuery enabled
  • Active Windsor.ai account
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How to connect Salesforce to BigQuery manually

Manually integrating Salesforce with BigQuery involves multiple steps, including creating a Salesforce Connected App, configuring OAuth authentication, setting up a data transfer, and scheduling updates.

Windsor.ai streamlines the integration by automating data transfer, eliminating the need for manual setup, ensuring real-time synchronization, and minimizing errors.

However, if you prefer a manual integration, follow this step-by-step guide to connect Salesforce with BigQuery via BigQuery Data Transfer API.

Prerequisites

Before starting, ensure you have the following accesses:

  • Salesforce developer account with API access enabled.
  • Google Cloud Platform (GCP) account with BigQuery enabled.
  • A service account with the necessary BigQuery permissions.

Step 1. Creating a Salesforce connected app

1. Log in to your Salesforce developer account, go to setup, navigate to App Manager, and click New Connected App.

2. Enter the App Name and Contact Email.

3. Check the Enable OAuth Settings box, set the Callback URL based on your application, and under OAuth Scopes, select Manage user data via APIs (API).

4. Modify authentication settings:

  • Uncheck Required Proof Key for Code Exchange (PKCE).
  • Enable Client Credentials Flow and confirm the prompt.

5. Click Save to create the connected app.

6. In Salesforce Setup, search for Connected Apps, click Manage Connected Apps and Edit on your created app.

7. Under Client Credentials Flow, enter the username of your user in the Run As User field. Make sure your user has the required permissions.

8. Click Save to finalize the configuration.

Step 2. Retrieve required Salesforce credentials

1. Get My Domain. For this, navigate to Salesforce Setup, search for My Domain and click on it. Find the domain prefix in the Current My Domain URL (e.g., it is an example if the URL is example.my.salesforce.com).

2. Get Client ID and Client Secret:

  • In Salesforce Setup, search for Apps Manager, and on your created app, select View from the actions dropdown.
  • Click Manage Consumer Details. Verify identity if prompted and copy the Consumer Key (Client ID) and Consumer Secret (Client Secret).

Step 3. Configure BigQuery data transfer

1. Enable BigQuery API and BigQuery Data Transfer API:

  • Go to the Google Cloud Console.
  • Select your project or create a new one.
  • Navigate to APIs & Services -> Library.
  • Search for BigQuery API and click Enable.
  • Search for BigQuery Data Transfer API and click Enable.

2. Create a BigQuery Dataset:

  • Go to the BigQuery Console.
  • Click on your project in the left panel.
  • Click Create Dataset and provide a name.

3. Create a Service Account for BigQuery:

  • Navigate to IAM & Admin -> Service Accounts.
  • Click Create Service Account.
  • Assign BigQuery Admin and BigQuery Data Transfer Service Agent roles.

4. Search Data Transfers and click on it -> Create Transfer.

5. Select Salesforce as the source, and in the Data source details section, enter the My Domain, Client ID, and Client Secret you’ve previously received from the Salesforce platform.

6. Click Browse to select objects for transfer (e.g., Accounts, Leads, Objects etc).

7. In the Destination settings section, select the Dataset you’ve previously created.

8. Enter Transfer Config name (it can be anything you want).

9. Schedule the data transfer; you can choose a recurring frequency (e.g., daily, hourly) or on-demand transfers.

10. Choose the service account you created previously.

11. Click Save. The transfer will now run based on the scheduled frequency.

Step 4. Verify data in BigQuery

  1. Open the BigQuery Console and navigate to the dataset you’ve created or selected.
  2. Run SQL queries to explore the data:

SELECT *
FROM `your_project.your_table.events_*`

Cheers, you’ve successfully sent your Salesforce data to Google BigQuery!

Now, you can use SQL queries to analyze objects, leads, accounts, and any other Salesforce objects you’ve selected while creating the data transfer directly in BigQuery.

FAQs

What is Salesforce?

Salesforce is a top cloud-based Customer Relationship Management (CRM) platform designed to help businesses manage customer interactions, streamline communications, and drive growth across various departments. It offers a comprehensive suite of tools for enhancing marketing, sales, service, and customer management processes.

For instance, its eCommerce suite allows businesses to efficiently manage online stores, including inventory, order processing, and customer service. Additionally, Salesforce provides robust analytics and business intelligence tools for automated reporting and deeper insights into key metrics such as customer behavior, sales performance, and marketing ROI.

By integrating Salesforce data into BigQuery using Windsor.ai, organizations can build stronger customer relationships, improve operational efficiency, and achieve data-driven decision-making.

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Import your Salesforce data into any destination using Windsor.ai.

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Tired of manual Salesforce data exports? Get started with Windsor.ai today to automate your reporting

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