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ETL Salesforce data with Designer Cloud

CATEGORY: CRM & ERP      STATUS: Available

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Salesforce is the leading customer relationship management (CRM) platform.

ETL Salesforce data to your data warehouse, such as Amazon Redshift, Google BigQuery, Snowflake, Databricks, etc., in seconds. With Designer Cloud's Salesforce data connector, you can transform and load data for your Salesforce data pipeline in real-time. No code required.

 

Trifacta documentation

How to set up the connector in your Trifacta workspace.

Dataprep documentation

How to set up the connector in your Trifacta Dataprep project.
 

Join Salesforce data with any data source

Combine datasets from any data source with your Salesforce data. Connect to any data - Trifacta's data integration workflow supports a wide variety of cloud data lakes, data warehouses, applications, open APIs, file systems, and allows for flexible execution, including SQL, dbt, Spark, and Python. Whether it's joining Salesforce data with your Salesforce CRM data, an Excel or CSV file, or a JSON file, Designer Cloud's visual workflow lets you interactively access any data source, preview data quality, and standardize joined data to the schema of any Salesforce object with ease.

Salesforce Screenshot
 

Salesforce to your data warehouse in minutes

ETL your Salesforce data to the destination of your choice.
 

No-code automation for your Salesforce ETL

Unlike other ETL tools or simple Salesforce data loaders (e.g. Apex data loader, Dataloader.io, or Jitterbit Data Loader), Designer Cloud democratizes data management and empowers everyone to easily build data engineering pipelines at scale with user-friendly functionality. With a few simple clicks, automate your Salesforce data pipeline. No more tedious manual uploads, resource-intensive transformations, and waiting for scheduled tasks. Deploy and manage your self-service Salesforce data pipeline in minutes not months.

Ensure quality data every time.

No matter how you need to combine and transform data from your Salesforce integrations, ensure that the end result is high-quality data, every time. Trifacta automatically surfaces outliers, missing data, and errors and its predictive transformation approach allows you to make the best possible transformations to your data.

Schedule, automate, repeat.

Automate your Salesforce data pipelines with job scheduling so that the right Salesforce data is structured and in your database when you need it. When new data lands in Salesforce, let your scheduled data pipelines do the work of preparing it for you—no manual intervention required.

 
Salesforce Screenshot

Maximize the value of Salesforce.

ETL Salesforce data into a database in order to enrich it with data from other applications, such as your marketing platform. No longer will your Salesforce data be isolated from the rest of your company’s critical and interconnected activities; instead, you’ll discover new, unforeseen insights and connect the dots across your company like never before.

 

"Designer Cloud allows us to quickly view and understand new datasets, and its flexibility supports our data transformation needs. The GUI is nicely designed, so the learning curve is minimal. Our initial data preparation work is now completed in minutes, not hours or days."

Henry Culver

IT Architect, Merkle

 

Use cases for the Salesforce data connector

  • Marketing: Combine Salesforce data with marketing platform data to better analyze which marketing campaigns had the biggest business impact.

  • Finance: Enrich Salesforce data with finance data to better spot revenue patterns.

  • Product: Discover how the release of new product features impacts sales by combining Salesforce data with product performance data.

 
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