Warehouses and Lakes
Sales & Support Analytics

How to load data from Salesforce to Teradata

Learn how to use Airbyte to synchronize your Salesforce data into Teradata within minutes.

TL;DR

This can be done by building a data pipeline manually, usually a Python script (you can leverage a tool as Apache Airflow for this). This process can take more than a full week of development. Or it can be done in minutes on Airbyte in three easy steps:

  1. set up Salesforce as a source connector (using Auth, or usually an API key)
  2. set up Teradata as a destination connector
  3. define which data you want to transfer and how frequently

You can choose to self-host the pipeline using Airbyte Open Source or have it managed for you with Airbyte Cloud.

This tutorial’s purpose is to show you how.

What is Salesforce

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.

What is Teradata

Teradata is a multi-cloud data platform for enterprise analytics companies that provides solutions for business challenges from beginning to end. With Teradata, you have the ability to manage large and varied data workloads now and in the future. The company offers data platforms, applications, and services for data warehousing and analytics.

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Prerequisites

  1. A Salesforce account to transfer your customer data automatically from.
  2. A Teradata account.
  3. An active Airbyte Cloud account, or you can also choose to use Airbyte Open Source locally. You can follow the instructions to set up Airbyte on your system using docker-compose.

Airbyte is an open-source data integration platform that consolidates and streamlines the process of extracting and loading data from multiple data sources to data warehouses. It offers pre-built connectors, including Salesforce and Teradata, for seamless data migration.

When using Airbyte to move data from Salesforce to Teradata, it extracts data from Salesforce using the source connector, converts it into a format Teradata can ingest using the provided schema, and then loads it into Teradata via the destination connector. This allows businesses to leverage their Salesforce data for advanced analytics and insights within Teradata, simplifying the ETL process and saving significant time and resources.

Step 1: Set up Salesforce as a source connector

1. Open the Airbyte platform and navigate to the "Sources" tab on the left-hand side of the screen.

2. Click on the "Salesforce" source connector and select "Create new connection."

3. Enter a name for your connection and click "Next."

4. Enter your Salesforce credentials, including your username, password, and security token.

5. Click "Test connection" to ensure that your credentials are correct and that Airbyte can connect to your Salesforce account.

6. Once the connection is successful, select the objects you want to replicate from Salesforce.

7. Choose the replication frequency and any other settings you want to apply to your connection.

8. Click "Create connection" to save your settings and start replicating data from Salesforce to Airbyte.

9. You can monitor the progress of your replication in the "Connections" tab and view the data in the "Dashboard" tab.

Step 2: Set up Teradata as a destination connector

1. First, navigate to the Airbyte website and log in to your account.
2. Once you are logged in, click on the "Destinations" tab on the left-hand side of the screen.
3. Scroll down until you find the Teradata destination connector and click on it.
4. You will be prompted to enter your Teradata database credentials, including the host, port, username, and password.
5. Once you have entered your credentials, click on the "Test Connection" button to ensure that Airbyte can successfully connect to your Teradata database.
6. If the connection is successful, click on the "Save" button to save your Teradata destination connector settings.
7. You can now create a new pipeline in Airbyte and select Teradata as your destination connector.
8. Follow the prompts to configure your pipeline and map your source data to your Teradata database.
9. Once your pipeline is configured, you can run it to start transferring data from your source to your Teradata database.

Step 3: Set up a connection to sync your Salesforce data to Teradata

Once you've successfully connected Salesforce as a data source and Teradata as a destination in Airbyte, you can set up a data pipeline between them with the following steps:

  1. Create a new connection: On the Airbyte dashboard, navigate to the 'Connections' tab and click the '+ New Connection' button.
  2. Choose your source: Select Salesforce from the dropdown list of your configured sources.
  3. Select your destination: Choose Teradata from the dropdown list of your configured destinations.
  4. Configure your sync: Define the frequency of your data syncs based on your business needs. Airbyte allows both manual and automatic scheduling for your data refreshes.
  5. Select the data to sync: Choose the specific Salesforce objects you want to import data from towards Teradata. You can sync all data or select specific tables and fields.
  6. Select the sync mode for your streams: Choose between full refreshes or incremental syncs (with deduplication if you want), and this for all streams or at the stream level. Incremental is only available for streams that have a primary cursor.
  7. Test your connection: Click the 'Test Connection' button to make sure that your setup works. If the connection test is successful, save your configuration.
  8. Start the sync: If the test passes, click 'Set Up Connection'. Airbyte will start moving data from Salesforce to Teradata according to your settings.

Remember, Airbyte keeps your data in sync at the frequency you determine, ensuring your Teradata data warehouse is always up-to-date with your Salesforce data.

Use Cases to transfer your Salesforce data to Teradata

Integrating data from Salesforce to Teradata provides several benefits. Here are a few use cases:

  1. Advanced Analytics: Teradata’s powerful data processing capabilities enable you to perform complex queries and data analysis on your Salesforce data, extracting insights that wouldn't be possible within Salesforce alone.
  2. Data Consolidation: If you're using multiple other sources along with Salesforce, syncing to Teradata allows you to centralize your data for a holistic view of your operations, and to set up a change data capture process so you never have any discrepancies in your data again.
  3. Historical Data Analysis: Salesforce has limits on historical data. Syncing data to Teradata allows for long-term data retention and analysis of historical trends over time.
  4. Data Security and Compliance: Teradata provides robust data security features. Syncing Salesforce data to Teradata ensures your data is secured and allows for advanced data governance and compliance management.
  5. Scalability: Teradata can handle large volumes of data without affecting performance, providing an ideal solution for growing businesses with expanding Salesforce data.
  6. Data Science and Machine Learning: By having Salesforce data in Teradata, you can apply machine learning models to your data for predictive analytics, customer segmentation, and more.
  7. Reporting and Visualization: While Salesforce provides reporting tools, data visualization tools like Tableau, PowerBI, Looker (Google Data Studio) can connect to Teradata, providing more advanced business intelligence options. If you have a Salesforce table that needs to be converted to a Teradata table, Airbyte can do that automatically.

Wrapping Up

To summarize, this tutorial has shown you how to:

  1. Configure a Salesforce account as an Airbyte data source connector.
  2. Configure Teradata as a data destination connector.
  3. Create an Airbyte data pipeline that will automatically be moving data directly from Salesforce to Teradata after you set a schedule

With Airbyte, creating data pipelines take minutes, and the data integration possibilities are endless. Airbyte supports the largest catalog of API tools, databases, and files, among other sources. Airbyte's connectors are open-source, so you can add any custom objects to the connector, or even build a new connector from scratch without any local dev environment or any data engineer within 10 minutes with the no-code connector builder.

We look forward to seeing you make use of it! We invite you to join the conversation on our community Slack Channel, or sign up for our newsletter. You should also check out other Airbyte tutorials, and Airbyte’s content hub!

What should you do next?

Hope you enjoyed the reading. Here are the 3 ways we can help you in your data journey:

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Easily address your data movement needs with Airbyte Cloud
Take the first step towards extensible data movement infrastructure that will give a ton of time back to your data team. 
Get started with Airbyte for free
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Talk to a data infrastructure expert
Get a free consultation with an Airbyte expert to significantly improve your data movement infrastructure. 
Talk to sales
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Improve your data infrastructure knowledge
Subscribe to our monthly newsletter and get the community’s new enlightening content along with Airbyte’s progress in their mission to solve data integration once and for all.
Subscribe to newsletter

Connectors Used

What should you do next?

Hope you enjoyed the reading. Here are the 3 ways we can help you in your data journey:

flag icon
Easily address your data movement needs with Airbyte Cloud
Take the first step towards extensible data movement infrastructure that will give a ton of time back to your data team. 
Get started with Airbyte for free
high five icon
Talk to a data infrastructure expert
Get a free consultation with an Airbyte expert to significantly improve your data movement infrastructure. 
Talk to sales
stars sparkling
Improve your data infrastructure knowledge
Subscribe to our monthly newsletter and get the community’s new enlightening content along with Airbyte’s progress in their mission to solve data integration once and for all.
Subscribe to newsletter

Connectors Used

Frequently Asked Questions

What data can you extract from Salesforce?

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 data can you transfer to Teradata?

You can transfer a wide variety of data to Teradata. This usually includes structured, semi-structured, and unstructured data like transaction records, log files, JSON data, CSV files, and more, allowing robust, scalable data integration and analysis.

What are top ETL tools to transfer data from Salesforce to Teradata?

The most prominent ETL tools to transfer data from Salesforce to Teradata include:

  • Airbyte
  • Fivetran
  • Stitch
  • Matillion
  • Talend Data Integration

These tools help in extracting data from Salesforce and various sources (APIs, databases, and more), transforming it efficiently, and loading it into Teradata and other databases, data warehouses and data lakes, enhancing data management capabilities.