5 Tips To Sync Data From Bigquery to Salesforce

Are you looking to get the most out of Salesforce by syncing it with your data from Bigquery? This is an important way to get the most out of your CRM platform. 

Read on to discover five tips for how to sync your data.

What Is Salesforce ? 

Salesforce is an incredible tool for customer relationship management. If your company doesn’t use Salesforce, you should seriously consider integrating it into your workflow. When it has proper access to your data, there is no telling the improvements you can make to how your company interacts with its customers. It’s also incredibly easy to use. So, your employees will love it.

Difficulties You May Run Into 

While Salesforce is a very powerful tool with loads of great features, it does rely heavily on up-to-date data that can be difficult to keep up with. If you are looking into implementing a CRM into your workflow, you probably already utilize a data warehouse like Bigquery for storage and distribution. So, the question is, how can you efficiently get your data from Bigquery to Salesforce?  

5 Tips for Syncing Your Data to Salesforce

There are actually five different ways to approach this issue. You can make use of reverse ETL, manual operation, customer data platforms, integration platform as a service, or create a custom data pipeline. All of them have their own pros and cons, but after learning about them, you may find that one option excels over the rest. 

Reverse ETL

A reverse ETL is the reverse operation of ETL, which stands for extract, load, and transfer. So, instead of taking data from multiple platforms, cleaning it, and loading it into a data warehouse, reverse ETL takes this data for warehouses like Bigquery and seamlessly integrates it into your platforms and software for use. This is a very efficient and hands-off way to sync your data. 

Manual Operation

Perhaps, the simplest way to have your data in Bigquery sync with platforms like Salesforce is to manually do it. All you would have to do is get your data team to download all of the data as CSV files and then upload it where you want it. 

While this option is definitely simple, it can take a long time to do and constantly needs updating. This could be a misuse of your data team’s time and energy. 

Customer Data Platforms (CDPs) 

Another option is to take advantage of customer data platforms or CDPs. These are third-party platforms that take all of your customer data and move it into their system to be dispersed to platforms like Salesforce. While this is effective, it might not be the most efficient option available. 

Integration Platform as a Service 

Integration platform as a service, or iPaaS, is a great option for people wishing to do specific syncs with their data. This platform allows data syncs to be triggered by certain events within integrable software. However, this system can become complex and difficult to maneuver. 

Custom Data Pipeline 

Another simple way to sync your data from Bigquery to Salesforce is to bring in a team of software engineers to build a custom pipeline. If your company has the time and resources to make this happen, this could be a great option for you. 

Why Reverse ETL is the Best Option 

While you were reading the five tips to sync your data, you probably picked up on the fact that we think reverse ETL is the best way to go about doing this. Here are a few benefits you can receive from using reverse ETL that the other options may not fully offer. 

Organization of Data

The first reason is, of course, that you can easily organize your data. In fact, you don’t even really have to think about it. The process of setting up a reverse ETL takes care of that for you. 

Data Automation 

Many other forms of data syncing tend to require regular maintenance or some form of oversight for operations. Reverse ETL allows you to automate data so that your teams that regularly use the same data can get it without even asking for it. This dramatically increases efficiency.

Operational Analytics 

With a reverse ETL, your company can sync with many other programs in addition to Salesforce. So, not only will you be able to get the most out of your CRM platform, but many other platforms as well. 

Outsource

For reverse ETLs, you can either build it in-house or outsource it to a third-party company that already has the infrastructure. We recommend outsourcing because it can take a lot of time, energy, and money for companies to build and maintain a resource like this. It can be very involved due to the ever-changing systems of the third-party platforms that you use daily. 

The Bottom Line 

Salesforce is an incredible resource for any business. You just have to make sure you are getting the data it needs to properly do its job. Perhaps the best way to sync your data from Bigquery to Salesforce is by using reverse ETL. It is seamless, quick, and accurate.