ETL from Salesforce to Amazon Redshift in a few clicks

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.

Using Rivery’s data connectors is very straightforward. Just enter your credentials, define the target you want to load the data into (i.e. Snowflake, BigQuery, Databricks or any data lake and auto map the schema to generate on the target end. You can control the data you need to extract from the source and how often to sync your data. To learn more follow the specific docs.

Yes. All data connectors within Rivery comply with the highest security and privacy standards, including: GDPR, HIPPA, SOC2 and ISO 27001. In addition, when the data flows into your target data warehouse, you can configure it to do so via your own cloud files system vs. Rivery.

The most popular data connectors are for use cases like marketing, sales and finance. These include Salesforce, HubSpot, Google Analytics, Google Ads, LinkedIn Ads, Facebook Ads, TikTok and more.

Rivery supports both CDC database replication and Standard SQL extraction so you can choose the method that works best for you. Learn more here.