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Jason Miller preguntó en Baltimore

A few attendees mentioned Salesforce (SF) data at the TUG meeting yesterday. I wanted to share a tool we have had great success with, especially if you database management system is primarily MS SQL Server.

 

Currently we use DBAmp to create hourly refreshes of all SF objects onto our MS SQL datamart server. This then allows us to merge and connect SF data to locally hosted data. The majority of our data is on premise and it doesn't currently seem feasible to move an exponential amount of data to the cloud.

 

DBAmp is stored procedure driven and is essentially a linked server in cloud, leveraging the API that SF provides. The configuration is easy to manage and we've made minor in-house configurations to ensure greater stability with the transformation, but overall the tool is very consistent and reliable. Support is also very solid from the development team.

 

Having SF data locally provides us with a lot of flexibility to transform data and merge to additional data sources so we can easily visualize in Tableau.

 

Only caveat its its not real-time, but we believe there are a few methods you could utilize to achieve near real-time--if you limit the number of objects of interest.

 

Note: Our SF instance is very customized since its for healthcare and we only utilize a handful of standard SF objects (e.g., account, lead, etc.) Almost everything else is customized for our business. This is another reason why the native SF tools and connectors don't always meet our needs.

 

Happy to explain more or even demo the tool coupled with Tableau in the future, if its of interest.

 

Website: DBAmp - Salesforce to SQL Server Integration

 

-Jason

1 respuesta
  1. 24 ago 2019, 11:10

    Hi Jason,

    Thanks for sharing this tool with us. Let me please add value to your post by sharing an even more robust and universal platform for Salesforce and Tableau data integration. www.Dataddo.com is the most featured and powerful no-code data integration platform on the market. They have an impressive number of ready-to-use connectors including Salesforce with possibility to extract and send all data to Tableau and any other data visualization platforms, MySQL data warehouse, database or BI apps, automated data reporting. All of these features provide the possibility to see the bigger picture without wasting time prepping your data. Hope it helps!

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