How to Ingest Salesforce in 7 Steps

CRM IN THE DATA-DRIVEN ORGANIZATION Well designed CRM systems are goldmines for data-driven organizations. Over 35% of our webinar attendees agree that the CRM is where the most valuable data is found within their company. Modern tools make it easy to analyze data directly in the source system. Nonetheless, to unleash the full potential of your customer data slumbering in your CRM Systems, the data-driven decision-maker knows that the integration of customer data sets with other systems is a key driver for strategic reporting and operational sales process optimization. This guide will give you a kick-start on how to ingest Salesforce data to your Data Warehouse using Data Vault 2.0.

SUSTAINABLE ANALYTICS & DATA GOVERNANCE

With rising integration complexity, the need for data governance and sustainable analytics (and in more challenging cases auditable reporting results) grows rapidly. The time when you could share customer information on a flash drive is definitely over with the emergence of GDPR. No matter what the architecture at hand is

looking like: Traditional Batch Line, Lambda, Kappa, they all share the need for a well designed, well governed and agile Data Warehouse. A typical project plan might look something like this, if you want to integrate a CRM like Salesforce into a Data Vault:

STEP 1: FOCUS ON VALUE Given that you follow some form of an agile delivery cycle, (Scrum, Kanban, Lean, Disciplined Agile Delivery(DAD), Spotify, etc.), first a target needs to be defined. What data is missing in the current reporting that you can deliver with the integration of Sales- force? An example would be to add your contract data to the current financial report to add more details or drilldowns.