Connect Salesforce to Snowflake with Windsor.ai
Table of Content:
Many organizations are turning to Salesforce to improve the sales process, but integrating this software with other applications can be difficult. Snowflake is a cloud-based data warehouse that can simplify the integration process by providing a single platform for all your data and analytics needs.
Salesforce is an excellent platform for businesses of all sizes. It offers a wide range of features and functionality that you can customize to meet the needs of any organization.
However, even with its flexibility, there may be times when you need integrations such as Snowflake Salesforce to maximize effectiveness. Fortunately, there are several easy methods you can use to do this.
This blog post will explore several ways to integrate Snowflake with Salesforce. We’ll also discuss each approach’s pros and cons so you can decide which is best for your business. Stay tuned!
What is Snowflake?
Snowflake refers to a cloud-based data warehouse service and the company that provides it. Snowflake’s data warehouse service is built for the cloud and offers a unique architecture optimized for data warehouse workloads.
This allows businesses to use Snowflake to store and analyze data in the cloud without having to set up and manage their data warehouse infrastructure.
In addition to its cloud-based data warehouse service, Snowflake offers several other products and services, including a data integration platform, a data exchange service, and a data analytics platform.
Why connect Snowflake to Salesforce?
With Snowflake and Salesforce integration, businesses can use the best of both platforms by using Snowflake’s powerful data warehousing capabilities to complement Salesforce’s sales and marketing data.
For example, businesses can use Snowflake to extract data from Salesforce, clean and prepare it for analysis, and load it into a data warehouse.
Businesses can use Snowflake’s SQL query language to run complex queries on their data.
You can use the combination of Salesforce and Snowflake to answer several business questions, such as:
- How effective is your sales team at converting leads into customers?
- What are the most common reasons that customers churn?
- What are the most popular products or services that your customers purchase?
- How do seasonal changes impact your sales?
- Which marketing campaigns are the most effective at generating leads?
How can I connect Salesforce and Snowflake?
Various connectors allow Snowflake Salesforce integration. When deciding how to connect the two platforms, you’ll need to consider factors such as the data you want to transfer, the frequency of data transfers, and the level of integration you need.
Below are three different methods you can use for Snowflake to Salesforce integration:
1. Using Windsor.ai Connector
The Windsor.ai Connector is a point-and-click tool that makes it easy to connect all your sales, marketing, and CRM data. For example, you can connect Google Analytics, Salesforce, Facebook Ads, and LinkedIn Ads in minutes without writing any code.
With this Snowflake Salesforce connector, the integration between the two tools is seamless, and you’re set in just a few steps.
The steps involved in the Salesforce Snowflake integration using the Windsor.ai Connector are as follows:
Step 1: Sign up for a Windsor.ai account
The first step is to sign up for a Windsor.ai account. You can do this by going to the Windsor.ai website and clicking on the “Sign Up” button. You will then be prompted to enter your email address and create a password.
Step 2: Grant access to your Snowflake account
2.1 The first step will be adding all the columns your connector’s URL returns.
2.2 Next, establish the WINDOSR_UPLOAD role.
2.3 Now that you have a role, create a user, then give that user the previously created role.
2.4 The created user will also require rights to the database. As the system admin, grant your user database privileges.
2.5 The next step is to grant rights, including delete, insert, select, and update, to the destination table.
2.6 You will then need to fetch the necessary fields from Snowflake to use the Snowflake destination in the Onboard Form. The fields include:
Step 3: Choose Snowflake as destination
Connecting your data sources to the Windsor.ai Snowflake to Salesforce connector allows you to select and transfer Salesforce data to Snowflake.
Once you connect Salesforce to Windsor.ai, you’ll need to select Snowflake as your destination.
Step 4: Enter your Snowflake account details
When prompted, enter your Snowflake account details. After selecting Snowflake, all your data is streamed in real-time, so you’ll always have up-to-date data in Snowflake.
After the Snowflake Salesforce connection, you can apply data-driven attribution on the conversion journeys. This lets you see which marketing channels are the most effective at generating leads and customers.
It also lets you see how different channels work together to create a customer journey. This is a valuable tool for optimizing your marketing efforts.
Snowflake and Salesforce integration using Windsor.ai allows you to join the costs of all connected channels. This helps you understand the return on ad spend (ROAS), cost per acquisition (CPA), and other important KPIs.
It also allows you to optimize your marketing efforts for the maximum return on investment and see which channels are the most efficient at generating leads and customers.
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2. Tableau CRM Integration
Tableau CRM is a software company that provides data visualization and analytics solutions. The Tableau CRM integration is a cloud-based solution that acts as a Snowflake Salesforce connector<span class=”c2″>.
The steps involved in using the Tableau CRM integration as a Salesforce Snowflake connector are:
Sign up for a Tableau CRM account
You can sign up for a Tableau CRM account by going to the Tableau website and clicking on the “Try Now” tab. You will need to enter your contact information on the Tableau CRM page.
The Tableau CRM free trial allows you to use all the software’s features for 14 days and see if it’s a good fit for your needs. After the trial, you must acquire a paid Tableau CRM license to continue using it.
Build Snowflake objects
You must represent any Salesforce data you intend to move to Snowflake as a Tableau CRM object. To do this, you’ll need to create a new object in Tableau CRM. Find a warehouse to load your data, then create a new database and schema that are compatible with your Salesforce data.
After setting these up, create a new Role and grant usage access to the database, warehouse, and schema. You will also need to assign this Role to a User who will create and replace tables. They require the ability to insert, truncate, update, merge data, and create a temporary internal stage.
You should create a user specifically to avoid giving full control of your data warehouse.
Enable Tableau CRM sync out
In order to load data from Salesforce to Snowflake, you will need to enable sync out in Tableau CRM. Tableau CRM is available in performance, enterprise, and unlimited Salesforce editions.
From the Salesforce setup menu, type “Analytics” into the fast find box and select “Settings” from the drop-down list. Check “Enable Data Sync and Connections” and “Enable Snowflake Output Connection” after opening the settings panel, then hit “Save.”
Configure the Snowflake output connection
Open Salesforce and access the Analytics Studio app. Open the Connect page by going to Data Manager in the left-hand column and clicking “Connect to Data.” From this point, you may choose the “Snowflake” data source type and input your Snowflake login information, which includes the Connection Name, Developer Identity, Description, Username, Role, Passcode, Account, Database, Warehouse, and Schema information.
You should not include any capital letters in your Snowflake details or lowercase letters in your Schema, Username, Database, and Role.
Connect to Salesforce data
You can connect Snowflake to Salesforce after configuring your Snowflake output connection. In the Connections window, open your Salesforce database sync settings, enable the object you would like to sync, and click “Continue.”
Enable Tableau CRM sync out and create a schedule
The final step is to enable sync out and create a schedule. Click the drop-down arrow at the top-right of the table and click “Sync Out.” Flick the toggle to enable sync out and click save.
Click the same drop-down menu and click “Schedule” to create your schedule. You will need to modify this stage based on your company’s needs, but the options are self-explanatory.
3. Data loader
A data loader is a tool that helps you to load data into Salesforce from a comma-separated values (CSV) file. The data loader is handy when you want to load a large amount of data into Salesforce since it has an upload of up to 5 million records per sync. It is also helpful when you want to schedule the loading of data into Salesforce so that you can keep your data up-to-date.
To implement a data loader, follow the steps below:
Download and install the data loader on your computer
The data loader is available for free from Salesforce. You can download it from AppExchange. Once you download it, double-click on the file to begin the installation process and follow the instructions on the screen.
Configure the data loader
Open the data loader and click “Configuration” in the left-hand side panel. Enter your Salesforce username, password, and security token.
The security token is a unique code that Salesforce generates. You can find it by logging into Salesforce and going to “My Profile” > “Personal” > “Reset My Security Token.” Once you enter your Salesforce credentials, click “Login” and then “Allow.”
Map the data fields
The next step is to map the data fields from the CSV file to the fields in Salesforce. To do this, click “Map Fields” and then “Create New Map.” Select the CSV file you want to upload and click “Next.”
Choose the object you want to update in Salesforce and then map the fields from the CSV file to the fields in Salesforce.
Load the data
Once you have mapped the fields, you can load data from Snowflake to Salesforce. To do this, click “Load Data” and then “Add to Queue.” Select the CSV file you want to upload and click “Next.” Choose the object you want to update in Salesforce and click “Start Load.” The data loader will then upload the data into Salesforce.
4. Data import wizard
The Data import wizard is a tool that helps you to load data into Salesforce from a comma-separated values (CSV) file. It is similar to the data loader but has a few limitations. The data import wizard can only upload up to 50,000 records per sync and cannot schedule data loading.
To implement the data import wizard, follow the steps below:
Log into Salesforce
The first step is to log into Salesforce and go to Setup. Enter “data import” in the search bar and click “Data Import Wizard.”
Select the object you want to update
The next step is selecting the object you want to update. The data import wizard supports most standard and custom objects. Choose custom or standard objects and select the type of import you want to perform. You can add new records, update existing records, or upsert new records.
Map the data fields
Next, map the fields from the CSV file to the fields in Salesforce. To do this, click “Map Fields” and then “Create New Map.” Select the CSV file you want to upload and click “Next.” Choose the object you want to update in Salesforce and then map the fields from the CSV file to the fields in Salesforce.
The Data Import Wizard is not automatic, and you will need to select the object you want to update and map the fields manually. If you want to automate the process, you can use the data loader.
What is the difference between Snowflake and Salesforce?
The main difference between Snowflake and Salesforce is that Snowflake is a cloud-based data warehouse while Salesforce is a cloud-based CRM. Both platforms are designed to help businesses manage their data but have different functionality.
Snowflake is mainly used for storing and querying data, while Salesforce is used for managing customer relationships.
The platforms also differ in terms of pricing. Snowflake charges based on the amount of data stored and queried, while Salesforce charges based on the number of users and the features used.
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When it comes to choosing a cloud-based data platform, it depends on your needs. Snowflake will be a good choice if you are mainly concerned with storing and querying data. However, if you are interested in managing customer relationships, then Salesforce would be a better option.
No matter which platform you choose, Windsor.ai can help you load your data into Salesforce. Windsor.ai is a cloud-based data integration platform that makes it easy to load data from Snowflake to Salesforce. Windsor.ai offers a free trial, so you can try it out before you commit to a subscription.
A Snowflake to Salesforce connector allows you to schedule data transfers and map data fields. Sign up for a free trial today and see how Windsor.ai can help you streamline your Snowflake to Salesforce integration process.
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|Account Type||TEXT||Account Type|
|Account Website||TEXT||Account Website|
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|Campaign Budgeted Cost in Campaign||NUMERIC||Campaign Budgeted Cost in Campaign|
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|Campaign Expected Revenue in Campaign||NUMERIC||Campaign Expected Revenue in Campaign|
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|Campaign Deleted||BOOLEAN||Campaign Deleted|
|Campaign Last Activity||TEXT||Campaign Last Activity|
|Campaign Last Modified By ID||TEXT||Campaign Last Modified By ID|
|Campaign Last Modified Date||DATE||Campaign Last Modified date|
|Campaign Last Referenced Date||DATE||Campaign Last Referenced date|
|Campaign Last Viewed Date||DATE||Campaign Last Viewed date|
|Campaign Name||TEXT||Campaign Name|
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|Campaign Leads in Campaign||NUMERIC||Campaign Leads in Campaign|
|Campaign Opportunities in Campaign||NUMERIC||Campaign Opportunities in Campaign|
|Campaign Responses in Campaign||NUMERIC||Campaign Responses in Campaign|
|Campaign Won Opportunities in Campaign||NUMERIC||Campaign Won Opportunities in Campaign|
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|Campaign Member Country||TEXT||Campaign Member The country for the address of the lead or contact.|
|Campaign Member Description||TEXT||Campaign Member The description of the associated lead or contact.|
|Campaign Member DoNotCall||BOOLEAN||Campaign Member Indicates that the contact doesn’t wish to be called.|
|Campaign Member Fax||TEXT||Campaign Member Fax number for the contact or lead.|
|FirstName||TEXT||Campaign Member The first name of the contact or lead.|
|Campaign Member FirstRespondedDate||DATE||Campaign Member Indicates the date on which the campaign member was first given a responded status.|
|Campaign Member HasOptedOutOfFax||BOOLEAN||Campaign Member Indicates that the contact or lead doesn’t wish to receive faxes.|
|Campaign Member HasResponded||BOOLEAN||Campaign Member Indicates whether the campaign member has responded to the campaign (true) or not (false). Label is Responded.|
|Campaign Member LastName||TEXT||Campaign Member The last name of the contact or lead. Limit is 80 characters.|
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|Campaign Member LeadOrContactId||TEXT||Campaign Member The ID of the associated lead or contact.|
|Campaign Member LeadOrContactOwnerId||TEXT||Campaign Member The ID of the owner of the associated lead or contact.|
|Campaign Member LeadSource||TEXT||Campaign Member The source from which the lead was obtained.|
|Campaign Member Name||TEXT||Campaign Member First and last name of the contact or lead with which the campaign member is associated.|
|Campaign Member PostalCode||TEXT||Campaign Member The postal code of the lead or contact.|
|Campaign Member Salutation||TEXT||Campaign Member Salutation for the lead or contact.|
|Campaign Member State||TEXT||Campaign Member The state for the address of the lead or contact. Limit is 80 characters.|
|Campaign Member Status||TEXT||Campaign Member Controls the HasResponded flag on this object. You can't directly set the HasResponded flag, as it’s read-only. You can set it indirectly by setting this field in a create or update call. Each predefined value implies a HasResponded flag value. Each time you update this field, you implicitly update the HasResponded flag. In the Salesforce user interface, Marketing users can define valid status values for the Status Text. They can choose one status as the default status. For each Status field value, they can also select which values to count as “Responded,” meaning that the HasResponded flag is set to true for those values. 40 character limit.|
|Campaign Member Street||TEXT||Campaign Member The street for the address of the lead or contact.|
|Campaign Member Text||TEXT||Campaign Member Text address for the contact or lead.|
|Campaign Member Title||TEXT||Campaign Member Title for the lead or contact.|
|Campaign Member Type||TEXT||Indicates whether the campaign member is a lead or a contact.|
|Contact Account ID||TEXT||ID of the account that’s the parent of this contact.|
|Contact Assistants Name||TEXT||The assistant’s name.|
|Contact Assitants Phone Number||TEXT||The assistant’s telephone number.|
|Contact Birthdate||DATE||The contact’s birthdate.|
|Contact Created By||TEXT||The user who created the contact|
|Contact Creation Date||DATE||The Creation Date (Duplicate)|
|Contact Date||DATE||The Creation Date|
|Contact Department||TEXT||The contact’s department.|
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|Contact Email||TEXT||The contact’s email address.|
|Contact Email Bounced Date||TIMESTAMP||If bounce management is activated and an email sent to the contact bounces, the date and time of the bounce.|
|Contact Email Bounced Reason||TEXT||If bounce management is activated and an email sent to the contact bounces, the reason for the bounce.|
|Contact Fax||TEXT||The contact’s fax number (Label is Business Fax).|
|Contact First Name||TEXT||The contact’s first name (up to 40 characters).|
|Contact Home Phone||TEXT||The contact’s home telephone number.|
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|Contact Is Deleted||TEXT||Is contact deleted|
|Contact Is Email Bounced||TEXT||Contact's description|
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|Contact Last Name||TEXT||RequiredLast name of the contact (up to 80 characters).|
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|Contact Mailing City||TEXT||Mailing address details.|
|Contact Mailing Country||TEXT||Mailing country.|
|Contact Mailing Postal Code||TEXT||The zip or postal code in the mailing address|
|Contact Mailing State||TEXT||Mailing state details.|
|Contact Mailing Street||TEXT||Street address for mailing address.|
|Contact Mobile Phone||TEXT||Contact’s mobile phone number.|
|Contact Name||TEXT||Contact full name|
|Contact Other City||TEXT||Alternative city details.|
|Contact Other Country||TEXT||Alternative country details.|
|Contact Other Phone||TEXT||Telephone for alternate address.|
|Contact Other Postal Code||TEXT||Alternative postal code details.|
|Contact Other State||TEXT||Alternate address details (state).|
|Contact Other Street||TEXT||Street for alternate address.|
|Contact Owner ID||TEXT||The ID of the owner of the account associated with this contact.|
|Contact Business Phone||TEXT||Telephone number for the contact|
|Contact Reports to ID||TEXT||ID of contact's manager|
|Contact Salutation||TEXT||Honorific abbreviation, word, or phrase to be used in front of name in greetings, such as Dr. or Mrs.|
|Contact Title||TEXT||Title of the contact, such as CEO or Vice President.|
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|Lead Country||TEXT||Lead Country|
|Lead Created By ID||TEXT||Lead Created By ID|
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|Lead Description||TEXT||Lead Description|
|Lead Email||TEXT||Lead Email|
|Lead Email Bounced Date||DATE||Lead Email Bounced date|
|Lead Email Bounced Reason||TEXT||Lead Email Bounced Reason|
|Lead First Name||TEXT||Lead First Name|
|Lead Geocode Accuracy||TEXT||Lead Geocode Accuracy|
|Lead ID||TEXT||Lead ID|
|Lead Individual ID||TEXT||Lead Individual ID|
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|Lead Converted||BOOLEAN||Lead Converted|
|Lead Deleted||BOOLEAN||Lead Deleted|
|Lead Unread By Owner||TEXT||Lead Unread By Owner|
|Lead Data.com Key||TEXT||Lead Data.com Key|
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|Lead Last Name||TEXT||Lead Last Name|
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|Lead Employees||NUMERIC||Lead Employees|
|Lead Owner ID||TEXT||Lead Owner ID|
|Lead Phone||TEXT||Lead Phone|
|Lead Photo URL||TEXT||Lead Photo URL|
|Lead Zip/Postal Code||TEXT||Lead Zip/Postal Code|
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|Lead Salutation||TEXT||Lead Salutation|
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|Lead Status||TEXT||Lead Status|
|Lead Street||TEXT||Lead Street|
|Lead System Modstamp||TEXT||Lead System Modstamp|
|Lead Title||TEXT||Lead Title|
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|Opportunity Last Viewed Date||DATE||Opportunity Last Viewed date|
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|Task Created Date||DATE||Task Created date|
|Task Description||TEXT||Task Description|
|Task Activity ID||TEXT||Task Activity ID|
|Task Archived||BOOLEAN||Task Archived|
|Task Closed||BOOLEAN||Task Closed|
|Task Deleted||BOOLEAN||Task Deleted|
|Task High Priority||BOOLEAN||Task High Priority|
|Task Create Recurring Series of Tasks||BOOLEAN||Task Create Recurring Series of Tasks|
|Task Reminder Set||BOOLEAN||Task Reminder Set|
|Task Last Modified By ID||TEXT||Task Last Modified By ID|
|Task Last Modified Date||DATE||Task Last Modified date|
|Task Assigned To ID||TEXT||Task Assigned To ID|
|Task Priority||TEXT||Task Priority|
|Task Recurrence Activity ID||TEXT||Task Recurrence Activity ID|
|Task Recurrence Day of Month||NUMERIC||Task Recurrence Day of Month|
|Task Recurrence Day of Week Mask||NUMERIC||Task Recurrence Day of Week Mask|
|Task Recurrence End||TEXT||Task Recurrence End|
|Task Recurrence Instance||TEXT||Task Recurrence Instance|
|Task Recurrence Interval||NUMERIC||Task Recurrence Interval|
|Task Recurrence Month of Year||TEXT||Task Recurrence Month of Year|
|Task Repeat This Task||TEXT||Task Repeat This Task|
|Task Recurrence Start||TEXT||Task Recurrence Start|
|Task Recurrence Time Zone||TEXT||Task Recurrence Time Zone|
|Task Recurrence Type||TEXT||Task Recurrence Type|
|Task Reminder Date/Time||TEXT||Task Reminder Date/Time|
|Task Status||TEXT||Task Status|
|Task Subject||TEXT||Task Subject|
|Task System Modstamp||TEXT||Task System Modstamp|
|Task Subtype||TEXT||Task Subtype|
|Task Related To ID||TEXT||Task Related To ID|
|Task Name ID||TEXT||Task Name ID|
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