Salesforce is filled with useful customer data and is a go-to customer relationship management tool choice for many organizations. However, it’s not the only data source used to make many sales and marketing decisions. By integrating Salesforce data with other platforms, as well as pulling data into Salesforce, your organization can create a comprehensive customer view and act on insights faster. 

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Table of Contents

  1. Benefits of Salesforce Data Integration
  2. Challenges of Salesforce Data Integration
  3. How to Use ETL to Integrate Salesforce Data 

Benefits of Salesforce Data Integration

Integrating Salesforce data delivers many benefits for your organization.

  • Enrich Salesforce data: Your Salesforce data may be missing important customer details that can make or break a sale. Data integration fills in those gaps and creates an improved customer experience. 
  • Bring customer data to other solutions: Your Salesforce data shouldn’t be siloed in your CRM. Make sure it gets to where it’s most useful to improve decision-making. 
  • Use your preferred business intelligence and analytics tools: Salesforce offers plenty of analytic functionality, but it’s not always perfect for your organization’s needs. If you load Salesforce data into a data warehouse, such as BigQuery, you significantly expand how you can analyze that information. 
  • Keep organization data up-to-date: Changes to Salesforce data can be reflected quickly, equipping your workforce with the latest data they need to close sales and keep customers happy. 
  • Pull data from a single source of truth: You can set Salesforce up with your organization’s single source of truth, such as a data warehouse. This data source acts as the primary source for company data, so you don’t have to worry about inaccurate or outdated data. 

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Challenges of Salesforce Data Integration

When you’re working with multiple data sources, keeping everything organized is a challenge. Salesforce’s built-in tools require either interactive tools or coding for the API. Depending on the technical resources available in your organization, you may struggle with having the right specialists on hand to manage this integration. 

You also have to keep in mind Salesforce governor limits, which are easy to exceed when you’re trying to integrate this data. Third-party tools significantly decrease the complexity associated with getting Salesforce data where you need it. 

How to Use ETL to Integrate Salesforce Data

While Salesforce has plenty of third-party tool options for data integration, Extract, Transform, Load (ETL) solutions are an excellent choice for many use cases. ETL software works by extracting data from the data source, transforming it based on your requirements, and then loading it into the destination. 

This tool category makes it simple to set up data pipelines, whether you need a one-off integration or continual updates. The transformation step is particularly valuable, as you can aggregate data from many sources alongside Salesforce, change formats, drop sensitive data before it’s loaded, and perform other data quality improvements. 

When you’re selecting an ETL tool to handle your Salesforce data integration process, look for software that’s secure, reliable, and supports multiple types of Salesforce integration. Since Salesforce administration primarily takes place through interactive interfaces, a no-code ETL platform makes adoption easier. 

How Xplenty Can Help With Salesforce Data Integration

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Xplenty is a user-friendly, cloud-based ETL tool that has Salesforce integration built-in, alongside many other data sources, databases, and data warehouses. The drag-and-drop data pipeline builder guides your team through the entire process, so you can quickly get fully automated data pipelines up and running. 

You’re not only able to pull data out of Salesforce to integrate with your data warehouses, but you can also perform Salesforce to Salesforce operations. This feature is useful if you want to combine Salesforce data with other sources before loading it back into the platform, sending data between two Salesforce organizations, or performing important transformations. 

Xplenty supports Salesforce’s Bulk API, which drastically reduces the resources required to use Salesforce data. The platform is also cost-effective, thanks to its cloud-based infrastructure and static pricing model. The ETL scales with you, as you need it. 

While Xplenty puts plenty of focus on being easy to use, that doesn’t mean that it skimps on advanced functionality. Your data team can get hands-on with the low-code part of the platform, setting up more complex data pipelines and expanding what you can do with your Salesforce data. 

Ready to integrate your Salesforce data? Contact Xplenty for a 14-day demo.