Salesforce

Salesforce is a customer relationship management (CRM) that allows businesses to better connect with customers, partners and potential clients.

Panoply’s Salesforce ETL integration automatically syncs your Salesforce data into tables inside Panoply where you can further transform it with SQL.

All your business data in one place

Sync, store, and access your data from over 60+ data sources with Panoply. Get unlimited access free for 14 days.

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Salesforce Automated ETL

ETL the Modern Way. Get your data out of Salesforce so you can analyze it.
Here’s a sample of the raw Salesforce data that Panoply will replicate to your warehouse:
Accounts
Represents an individual account, which is an organization or person involved with your business (such as customers, competitors, and partners).
Campaigns
Represents and tracks a marketing campaign, such as a direct mail promotion, webinar, or trade show.
Case
Represents a case, which is a customer issue or problem.
Contract
Represents a contract (a business agreement) associated with an Account.
Event
Represents an event in the calendar. In the Salesforces user interface, events are referred to as activities.
FulfillmentOrder
Represents a group of products and delivery charges on a single order.
Lead
Represents a prospect or lead with associated contact and demographic information
Opportunity
Represents an opportunity, which is a sale or pending deal.
Order
Represents an order associated with a contract or an account.
Partner
Represents a partner relationship between two Account records or between an Opportunity record and an Account record.
Payment
Represents a single event where the customer creates a payment.
Product2
Represents a product that your organization sells. This object has several fields that are used only for quantity and revenue schedules.
Quote
A record showing proposed prices for products and services.
Task
Represents a business activity such as making a phone call or other to-do items.
Custom Objects
Any custom object in your Salesforce account can be made available in Panoply
Other Objects
Every Salesforce object can be made available and selected for collection in Panoply
View Salesforce documentation

Modernizing Salesforce ETL

What is ETL?

Integrating data for analytics can be especially hard in a fast-shifting, rapid growth startup environment, where relevant business data might be spread out across a collection of apps and spreadsheets. ETL (Extract, Transform, Load) tools will help you collect your data from APIs and file transfers (the Extract step), convert them into standardized analytics-ready tables (the Transform step) and put them all into a single data repository (the Load step) to centralize your analytics efforts.

The shift to ELT

The traditional ETL model is a relic of the pre-cloud era, when compute resources were expensive, and everything needed to be cleaned up before analysis. These days, moving the transformation step closer to the time of analysis is not only feasible, it’s desirable. ELT lets you load raw data, increasing your analytical flexibility and moving relevant data more quickly from your engineering team to your analytics and BI teams.

All in one Salesforce data pipeline

Panoply’s 80+ data connectors and built-in automated cloud data warehouse will let you go from a collection of siloed datasets to sophisticated analyses that integrate your Salesforce data in a matter of minutes. Panoply is the only tool that combines an ETL process with a data warehouse, giving you total control over your data from sync to storage. We’ll handle all the infrastructure so you can skip the engineering work and go straight to analysis with your favorite BI tool.

Screenshots

Panoply has given us drastic improvements in query speed and brought all our data in one place. Our visualizations in Looker are much more fast and efficient.
John Wessel - Freshwater Systems
Read the customer success story

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