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Begin by exporting the data you need from Salesforce. Navigate to Salesforce's Data Export feature, which can be found under "Setup" by searching for "Data Export." Select the objects you want to export. Choose the "Export Now" option for an immediate export or schedule a future export. Salesforce will generate ZIP files containing CSV files of the data, which you can download.
Once you have downloaded the ZIP files, extract them to access the CSV files. Review these files to ensure they contain the necessary data and are in the correct format. Clean the data if needed, ensuring that there are no discrepancies or errors that could cause issues during import.
Prepare a local environment to facilitate data transfer to Starburst Galaxy. Install any necessary software or tools such as a command-line interface or database client that can handle large CSV files. Ensure your environment has access to the necessary resources, such as disk space and network bandwidth.
Log into your Starburst Galaxy account and establish a connection. Set up a catalog in Starburst Galaxy that will be used to import the Salesforce data. This involves configuring the catalog with the appropriate connector (e.g., for S3 if you plan to use AWS) and ensuring that Starburst Galaxy can access the storage location where you will upload the CSV files.
Choose a cloud storage solution that Starburst Galaxy can access, such as Amazon S3, Google Cloud Storage, or Azure Blob Storage. Upload the CSV files extracted from Salesforce to this location. Ensure that the files are organized and accessible by Starburst Galaxy, and that the storage permissions are correctly set for Starburst Galaxy to read the files.
Use the Starburst Galaxy interface or a SQL client connected to your Starburst cluster to create external tables that map to the CSV files. Define the schema of each table to match the structure of the CSV files. For example, use a CREATE TABLE statement with the appropriate columns and data types that mirror the CSV structure.
Once the external tables are set up, execute SQL queries to verify that the data has been correctly imported. Check for data consistency and accuracy by running SELECT statements on the newly created tables. Validate the data against the original Salesforce data to ensure integrity. If there are any discrepancies, revisit the steps to identify and resolve the issues.
By following these steps, you can successfully transfer data from Salesforce to Starburst Galaxy without utilizing third-party connectors or integrations.
FAQs
What is ETL?
ETL, an acronym for Extract, Transform, Load, is a vital data integration process. It involves extracting data from diverse sources, transforming it into a usable format, and loading it into a database, data warehouse or data lake. This process enables meaningful data analysis, enhancing business intelligence.
Salesforce is a cloud-based customer relationship management (CRM) platform providing business solutions software on a subscription basis. Salesforce is a huge force in the ecommerce world, helping businesses with marketing, commerce, service and sales, and enabling enterprises’ IT teams to collaborate easily from anywhere. Salesforces is the force behind many industries, offering healthcare, automotive, finance, media, communications, and manufacturing multichannel support. Its services are wide-ranging, with access to customer, partner, and developer communities as well as an app exchange marketplace.
Salesforce's API provides access to a wide range of data types, including:
1. Accounts: Information about customer accounts, including contact details, billing information, and purchase history.
2. Leads: Data on potential customers, including contact information, lead source, and lead status.
3. Opportunities: Information on potential sales deals, including deal size, stage, and probability of closing.
4. Contacts: Details on individual contacts associated with customer accounts, including contact information and activity history.
5. Cases: Information on customer service cases, including case details, status, and resolution.
6. Products: Data on products and services offered by the company, including pricing, availability, and product descriptions.
7. Campaigns: Information on marketing campaigns, including campaign details, status, and results.
8. Reports and Dashboards: Access to pre-built and custom reports and dashboards that provide insights into sales, marketing, and customer service performance.
9. Custom Objects: Ability to access and manipulate custom objects created by the organization to store specific types of data.
Overall, Salesforce's API provides access to a comprehensive set of data types that enable organizations to manage and analyze their customer relationships, sales processes, and marketing campaigns.
What is ELT?
ELT, standing for Extract, Load, Transform, is a modern take on the traditional ETL data integration process. In ELT, data is first extracted from various sources, loaded directly into a data warehouse, and then transformed. This approach enhances data processing speed, analytical flexibility and autonomy.
Difference between ETL and ELT?
ETL and ELT are critical data integration strategies with key differences. ETL (Extract, Transform, Load) transforms data before loading, ideal for structured data. In contrast, ELT (Extract, Load, Transform) loads data before transformation, perfect for processing large, diverse data sets in modern data warehouses. ELT is becoming the new standard as it offers a lot more flexibility and autonomy to data analysts.
What should you do next?
Hope you enjoyed the reading. Here are the 3 ways we can help you in your data journey:
