ETL depuis Salesforce vers Amazon RDS/Aurora for PostgreSQL en quelques clics

The Salesforce API updates periodically and every time Salesforce releases a new application version, its API version is updated as well.It tells the version of the developed code. API versioning plays a important role while developing a code for an application.If Apex class versioning in developer and sandbox are not same then it will through an error “Mismatch API versions”.

Rivery manages the Salesforce integration for you, so you don’t need to worry about API upgrades breaking your data pipelines. Rivery will continually maintain the integration with the latest API versions. Most upgrades would be seamless requiring no action on your end. If any API version change requires your attention — like added, removed, or modified reports/data fields that you may be using — Rivery will notify you ahead of time with the details and any possible actions required.

Extracting data from Salesforce helps businesses maintain a comprehensive view of customer interactions, sales processes, and lead tracking. By combining Salesforce CRM data with other sources, such as marketing or financial data, companies can streamline workflows, improve sales strategies, and create more accurate sales forecasts, all while ensuring customer data is up-to-date and actionable.

Below are two use cases for integrating salesforce data with other data sources like financial data from NetSuite and marketing data from platforms like Google Ads.

Integrating Salesforce with NetSuite to create a forecast vs. actual report: This integration allows sales and finance teams to easily compare forecasted sales with actual performance in real time. By syncing data from Salesforce (e.g., sales pipeline and opportunities) with NetSuite’s financials, businesses can gain insights into variances, track revenue trends, and make more informed decisions for future planning. Automating this process also reduces manual effort and minimizes errors in reporting.

Integrating Salesforce with marketing sources to track how marketing efforts convert down the funnel: By connecting Salesforce with various marketing platforms (like Google Ads, Facebook, and email marketing tools like HubSpot), you can directly measure the impact of campaigns on sales opportunities. This integration provides end-to-end visibility of the customer journey, from lead generation to closed deals. It allows marketing and sales teams to align on KPIs, optimize campaigns for higher ROI, and understand which efforts are driving conversions at each stage of the funnel.

Utiliser les connecteurs de données de Rivery est très simple. Il suffit d’entrer vos identifiants, de définir la cible où vous souhaitez charger les données (par exemple, Snowflake, BigQuery, Databricks ou tout data lake) et de mapper automatiquement le schéma pour le générer sur la cible. Vous pouvez contrôler les données que vous avez besoin d’extraire de la source et la fréquence de synchronisation de vos données. Pour en savoir plus, suivez la documentation spécifique.

Oui. Tous les connecteurs de données au sein de Rivery sont conformes aux normes de sécurité et de confidentialité les plus élevées, y compris : RGPD, HIPAA, SOC2 et ISO 27001. De plus, lorsque les données sont transférées vers votre entrepôt de données cible, vous pouvez configurer le transfert via votre propre système de fichiers cloud plutôt que via Rivery.

Les connecteurs de données les plus populaires concernent des cas d’usage comme le marketing, les ventes et la finance. Ils incluent Salesforce, HubSpot, Google Analytics, Google Ads, LinkedIn Ads, Facebook Ads, TikTok et plus encore.

Rivery prend en charge la réplication de base de données CDC et l’extraction SQL standard, vous pouvez donc choisir la méthode qui vous convient le mieux. En savoir plus ici.