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Kagawa Hoang
2021日3月7日
ETL And Salesforce Integration
Agenda
Copyright(C) 2018-2021 furuCRM Inc. All Rights Reserved. 2
1. What is Salesforce
2. ETL with Salesforce
3. Benefits of moving your data to Salesforce
4. Demo
2021/3/7
What is Salesforce
2021/3/7 Copyright(C) 2018-2021 furuCRM Inc. All Rights Reserved. 3
• Salesforce is the leading cloud-
based customer relationship
management (CRM) platform in the
world
• Currently stands a 19.8% share of
the market
• Salesforce offers a wide range of
applications for managing
businesses processes including
sales, customer service, marketing,
and ecommerce
• Salesforce pioneered the concept of
software-as-a-service (SaaS) when,
in 1999, they began offering CRM
solutions in the cloud.
ETL with Salesforce
4
• Data integration and why it’s important for any company looking
to streamline, simplify, or consolidate their data sources.
• Companies grow and change,
so too do their software and data
needs, and a strategy that once
made sense needs to be revised.
That’s where data integration
comes in
Copyright(C) 2018-2021 furuCRM Inc. All Rights Reserved.
202/3/7
ETL with Salesforce
2021/3/7 5
ETL=Extract-Transformation-Loaded
• Extract
Extracting data from various sources and moving it into a single
data warehouse
• Transformation
Data is cleansed, validated, de-duplicated, organized, and
standardized.
• Loaded
Converted data is loaded to its final destinationation
Copyright(C) 2019-2021 furuCRM Inc. All Rights Reserved.
Benefits of moving your data to Salesforce
2021/3/7 6
• Better insights
Salesforce application contains important details about your
customers
Use Salesforce platform features to show critical insights,
patterns, or trends
• Increased efficiency
As an organization onboards new applications, data integration
allows you to automatically pull data from the new application into
the unified view. This saves time in reporting and analysis since
there is no need to log in to multiple systems to gather data
Copyright(C) 2019-2021 furuCRM Inc. All Rights Reserved.
Benefits of moving your data to Salesforce
2021/3/7 7
• Improved data quality
Data integration leads to higher confidence in the data because
conflicts and inconsistencies are resolved during the integration
process.
• Deeper data analytics
Data integration adds context to the data and makes it possible
to see the big picture. It enables a range of reports and
dashboards that can speed up analytics, and provides a path to
the big data analytics that have become essential for businesses
who want to stay competitive.
Copyright(C) 2019-2021 furuCRM Inc. All Rights Reserved.
Demo
2021/3/7 8
Copyright(C) 2019-2021 furuCRM Inc. All Rights Reserved.
Thank for your attention
2021/3/7 9
Happy learning
Copyright(C) 2019-2021 furuCRM Inc. All Rights Reserved.

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ETL And Salesforce Integration

  • 1. Kagawa Hoang 2021日3月7日 ETL And Salesforce Integration
  • 2. Agenda Copyright(C) 2018-2021 furuCRM Inc. All Rights Reserved. 2 1. What is Salesforce 2. ETL with Salesforce 3. Benefits of moving your data to Salesforce 4. Demo 2021/3/7
  • 3. What is Salesforce 2021/3/7 Copyright(C) 2018-2021 furuCRM Inc. All Rights Reserved. 3 • Salesforce is the leading cloud- based customer relationship management (CRM) platform in the world • Currently stands a 19.8% share of the market • Salesforce offers a wide range of applications for managing businesses processes including sales, customer service, marketing, and ecommerce • Salesforce pioneered the concept of software-as-a-service (SaaS) when, in 1999, they began offering CRM solutions in the cloud.
  • 4. ETL with Salesforce 4 • Data integration and why it’s important for any company looking to streamline, simplify, or consolidate their data sources. • Companies grow and change, so too do their software and data needs, and a strategy that once made sense needs to be revised. That’s where data integration comes in Copyright(C) 2018-2021 furuCRM Inc. All Rights Reserved. 202/3/7
  • 5. ETL with Salesforce 2021/3/7 5 ETL=Extract-Transformation-Loaded • Extract Extracting data from various sources and moving it into a single data warehouse • Transformation Data is cleansed, validated, de-duplicated, organized, and standardized. • Loaded Converted data is loaded to its final destinationation Copyright(C) 2019-2021 furuCRM Inc. All Rights Reserved.
  • 6. Benefits of moving your data to Salesforce 2021/3/7 6 • Better insights Salesforce application contains important details about your customers Use Salesforce platform features to show critical insights, patterns, or trends • Increased efficiency As an organization onboards new applications, data integration allows you to automatically pull data from the new application into the unified view. This saves time in reporting and analysis since there is no need to log in to multiple systems to gather data Copyright(C) 2019-2021 furuCRM Inc. All Rights Reserved.
  • 7. Benefits of moving your data to Salesforce 2021/3/7 7 • Improved data quality Data integration leads to higher confidence in the data because conflicts and inconsistencies are resolved during the integration process. • Deeper data analytics Data integration adds context to the data and makes it possible to see the big picture. It enables a range of reports and dashboards that can speed up analytics, and provides a path to the big data analytics that have become essential for businesses who want to stay competitive. Copyright(C) 2019-2021 furuCRM Inc. All Rights Reserved.
  • 8. Demo 2021/3/7 8 Copyright(C) 2019-2021 furuCRM Inc. All Rights Reserved.
  • 9. Thank for your attention 2021/3/7 9 Happy learning Copyright(C) 2019-2021 furuCRM Inc. All Rights Reserved.