2. Agenda
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1. What is Salesforce
2. ETL with Salesforce
3. Benefits of moving your data to Salesforce
4. Demo
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3. What is Salesforce
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• 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
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202/3/7
5. ETL with Salesforce
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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
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6. Benefits of moving your data to Salesforce
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• 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
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7. Benefits of moving your data to Salesforce
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• 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.
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