Connect Data from Salesforce to Metabase
You can get your Salesforce data into Metabase to make more informed business decisions. This simple and quick guide gives you easy instructions on how you can extract your data from Salesforce and then analyze it in Metabase. Our Salesforce to Metabase connector allows you to access your Salesforce data so you can easily manage various media objects, view metadata, and comments, and get reliable insights and metrics, such as reach, impressions, follower-like ratio, and likes. Integrate your Salesforce with Metabase to turn your Salesforce data into actionable insights.
Salesforce is a popular customer relationship management (CRM) software that lets businesses manage customer complaints and queries, and stay in touch with all their customers using effective email campaigns. Salesforce is a Software as a Service (SaaS) platform.
The tool helps you create a customized solution as per your specific business requirements and preferences. Salesforce has expanded rapidly from just a CRM platform and offers a multitude of different products. Salesforce is incredibly customizable and has several integration functionalities that you will like. Companies use the software to do everything from team collaboration to managing account planning.
Metabase is one of the simplest ways to get your data in front of anyone on your team. Metabase, an open-source BI tool, offers easy way to generate both charts and dashboards, see in-depth information about rows in your database and ask simple ad hoc queries without having to use SQL. Metabase installs in just a couple of minutes and can work with a variety of databases, such as MySQL, Amazon Redshift and PostgreSQL.
Lightweight, incredibly fast, and free, for people who want to visualize and query, Metabase lets its users save queries and also add their favorite visualizations to a convenient dashboard. Metabase uses machine learning for analyzing the data it collects and recommends how you can design more effective marketing campaigns.
Before loading your data into Metabase, you will have to prep it first. If you don't already have a data structure in which to store the data you retrieve, you'll have to create a schema for your data tables. Then, for each value in the response, you'll need to identify a predefined datatype (INTEGER, DATETIME, etc.) and build a table that can receive them.
Salesforce documentation should tell you what fields are provided by each endpoint, along with their corresponding datatypes. Complicating things is the fact that the records retrieved from the source may not always be "flat" – some of the objects may actually be lists.
In these cases you'll likely have to create additional tables to capture the unpredictable cardinality in each record.
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Note that Salesforce provides several APIs for its different products that can easily deliver data on leads, accounts, tasks, and more. Users can easily find a list of useful APIs on one of Salesforce's helpdesk posts with directions on how and when to use each API. And by going through that post, you will get a good idea of which API will make the most sense for your specific use case.
We will use the company’s REST API with Salesforce Object Query Language (SOQL), but keep in mind that the same data is also available using some other protocols.
As long as you can bring your data to Metabase, this amazing software will help you in analyzing it. You have the option to connect various data types from Facebook Ads and Google Analytics to Crate and Mongo, etc. All you have to do is simply specify parameters to connect to Metabase and data warehouse and then select the data that you want to replicate.
With Improvado, you can ensure that you always have the latest data from all your cloud applications in the data warehouse. In most cases, you would like to organize your data in the warehouse a little differently than in a cloud app. You may also want to make a schema for OLAP or just have target tables for the data you have already created.
If that is the case, you can use our amazing data import tools. With flexible configuration and powerful mapping settings, our import tool allows the loading of data between data sources of varying structures.
Keeping data up to date
If you've made it this far, congrats! You probably have a written a program or script to extract your data and move it into Metabase.
Now it's time to think about how you will keep this data up-to-date by loading updated or new data. Of course, you can just replicate all your data every time you have updated your records, but that would be extremely manual and time-consuming.
Luckily there is a better way. The key is building your script so that it can sense incremental updates made to the data.
Thankfully, Salesforce’s API results include fields so that you can identify those records which are new since the last update you made (or since the most recent record you have copied). Once you have taken new data into consideration, you can easily set your script either as a continuous loop or cron job to pull down new data as soon as it appears.
And keep in mind that, as with most codes, once you write it, you will need to maintain it. In case Salesforce changes its API, or if the API sends a field containing a data type that your code does not recognize, you might have to change the script.
The Easiest And Fastest Way To Do It
If all this sounds a bit overwhelming, don't worry -- there is an easier way to get this done!
Thankfully, products like Improvado were developed to move data from Salesforce to Metabase automatically. Using Improvado, you can easily combine the most crucial and relevant data from your ad campaign into a dashboard. You can then connect this data to Metabase.