In this document, we are going to see how to Integrate between Salesforce and Snowflake through Celigo.

What is Salesforce?

Salesforce is a cloud computing service as a software (SaaS) company that specializes in customer relationship management (CRM)

What is Snowflake?

Snowflake is a cloud computing-based data cloud that provides a data warehouse-as-a-service designed for the cloud

Here we will see how to synchronize data from Salesforce to Snowflake by using Celigo.

Steps to establish connectivity between Salesforce, Snowflake and Celigo.

Step 1: –

Navigate to the salesforce portal using the URL https://login.salesforce.com. If you already have Salesforce login details, use those details for login otherwise you need to sign up for Salesforce.

Step 2: –

Once we login into Salesforce we need to generate a security token which we will use as a password.

• If you have a regular Salesforce account go to setup>My personal Information > Reset

Security Token.

• If you have a salesforce developer account from the home page, go to Manage

Users> Click your name > Change Password > Reset Security Token.

• We will Receive security tokens in the mail.

Step 3: –

Navigate to the Snowflake portal using the URL https://www.snowflake.com. If you already have Snowflake login details, use those details for login otherwise you need to sign up for Snowflake.

Step 4: –

Start a free trial and fill in the required credentials.

Step 5: –

Select the Snowflake Editon as Enterprise and the cloud provider as AWS as per the below image.

Step 6: –

Activate link will be sent to your mail and activate the account by cling the link provided in the mail after that, you need to provide a password. and hit get started.

Step 7: –

Clicking on + and Table and select Standard.

Step 8: –

Now, by clicking on +Database and providing the name of the Database and hitting create.

Step 9: –

Select the database and create a Table with the following syntax. Write the syntax of creating a Table. Add the column name and type of Column (Number / Varchar /Boolean / Date &Time) and click Create Table

Step 10: –

Now, log onto the Celigo platform https://integrator.io/signin with the required credentials i.e. Email Address and Password.

Step 11: –

Once you have logged into the Celigo platform, you will be able to view the Home page.

Step 12: –

Now, click on +Create (Top Right).

Step 13: –

Once you clicked create, you will be able to create a flow.

Step 14: –

Rename the flow name for easy identification

Step 15: –

Now we have to add Source (In this case Salesforce is Source). Click on top of “Add Source”.

Step 16: –

Select the Salesforce option from the listing

Step 17: –

Select the Step Type

1. Export Record from Source application – Used when running manually or scheduled.
2. Listen for Realtime Data from Source application – Used to listen real time data

Here we will go with Export record from source application

Step 18: –

After selecting “Step Type” We are required to “Name your step” and click on “Next”

Step 19: –

After clicking “Next” Salesforce configuration page will open like below

Step 20: –

Click on “Connection” and click on “Create Connection”

Step 21: –

Configure the connection of Salesforce Connector

To set up a connection we need to follow the below steps.

Step 22: –

We have to provide SOQL query like shown below

Step 23: –

Select “Export Type”

Step 24: –

Click on “Save & Close”

Step 25: –

Now we have to add destination (In this case Snowflake is Destination). Click on top of “Add Destination”.

Step 26: –

Select the Snowflake option from the listing

Step 27: –

Select the Step Type

1. Import records into destination application – Used when we are sending data directly
2. Look up additional records (per record)

Here we will go with Import records into destination element

Step 28: –

After selecting “Step Type” We are required to “Name your step” and click on “Next”

Step 29: –

After clicking “Next” Snowflake configuration page will open like below

Step 30: –

Click on “Connection” and click on “Create Connection”

Step 31: –

Configure the connection of Snowflake Connector

To set up a connection we need to follow the below steps.

Step 32: –

Configure the rest of the connection like below

Step 33: –

Click on the 3 dots and select “Mapping”

Step 34: –

Complete the mapping as required and as shown in below image and click on “Save”

Step 35: –

We have to enable the flow in order to execute. Click on the option like shown in below image

Step 36: –

Run the process.

Step 37: –

Successful processing of data from Salesforce to Snowflake.

Step 38: –

Result in Snowflake.

Data will be inserted successfully into the snowflake table.

With Salesforce data now in Snowflake, your teams can access real-time insights, reduce errors, and make smarter, data-driven decisions effortlessly.

Ready to unlock the full potential of your data? Partner with TGH experts to streamline your Salesforce-to-Snowflake workflows and transform your data into actionable intelligence for growth.