Make Your Salesforce Integrations as Easy as Pi(e)

Welcome to our Data Unleashed web series. This web series represents a collection of ideas, lessons learned, and use cases accumulated by serving Salesforce customers over the past 12+ years. If your organization uses Salesforce, this web series was designed specifically for you.
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Happy Pi Day! In honor of this special day, Episode 10 of Data Unleashed builds off of what we discussed about integrations in Episode 9, and goes through how you can make your Salesforce integration process as easy as Pi (see what we did there?). As we’ve previously talked about, integrating with Salesforce can be quite difficult. But luckily, there’s a way to simplify this process.


CapStorm’s self-hosted approach allows you to replicate from Salesforce into your traditional relational database. The best part? You’re not just replicating data but also incrementally replicating metadata and schema every 3 to 5 minutes. What does this mean? You don’t have to go in and manually update your database when changes happen to data in your Salesforce org. This allows you to analyze a real-time copy of your Salesforce org off-platform. You can even replicate that data from your Salesforce org into any OLAP databases you might use. You can quickly get your data from the Salesforce database and aggregate it in a way that is a carbon copy of your data model and structure. 

Tune in each Tuesday for more episodes of Data Unleashed, and discover all the tips and tricks to help you get more value from your investment in Salesforce. We would love to hear from you if you are looking for a fast, easy, and highly secure way to protect your Salesforce data & metadata! Reach out to an SFDC data expert or send us a message on LinkedIn!

Video Transcription

Hey there, happy Pi Day, my name is Drew Niermann. And you’re watching Data Unleashed, the video blog series dedicated to helping you get more out of your investment in Salesforce.

Now, in honor of Pi Day, we’re going to talk about how to make your Salesforce integrations as easy as pie. I hope you’d like that pun, that was free. 

Something that we hear about on a regular basis is that integrating with Salesforce can be quite difficult. Whether it’s upstream, Salesforce is an upstream endpoint, or you’re trying to pull data from Salesforce and move it downstream to do analytics for ETL, reverse ETL, data enrichment workflows, doesn’t matter. Salesforce can be difficult to interact with from its API and govern stamp. 

But there is a way to simplify this process, the company that I work with is called CapStorm. And they actually have a solution that allows you to replicate from Salesforce down into your own traditional relational database. And get this when you’re replicating down from Salesforce to this traditional SQL database, you’re not just replicating the data, but the metadata in the schema as well. It does so incrementally, as often as every three to five minutes. So when stuff changes here in Salesforce, you don’t have to manually go and update this database. The software, the replication solution, does that automatically for you, again, within three to five minutes of real time, 

what a lot of our customers do is let us like Tableau, Power BI, Crystal Reports, or whatever off-the-shelf recording tools they have in-house to analyze a near real-time copy of their Salesforce data platform.

Now, let’s say that you don’t want to use a traditional SQL database as a repository for data analytics or ETL-type workflows. And your organization is using like Snowflake or Redshift or BigQuery databases, you can also do that fully incremental replication of data schema and metadata into these new OLAP, databases, online processing.

And what this gives you the ability to do is not only get Salesforce data into a database, but it brings the schema of the Salesforce data, data model down here. So that you can aggregate data from maybe an ERP system, or an accounting system or a customer data platform, doesn’t really matter where it’s coming from, maybe it’s a bunch of spreadsheets, and you can aggregate it in here in a way, it is a carbon copy of your Salesforce data model structure.

So if, whether you need to pull data down or even push data back up to Salesforce after it’s been enriched from different data sources, the process does not have to be a if you can get a copy of your Salesforce in your own database, all behind your own firewalls. There’s so much that you can do with that data. You can’t necessarily do when it’s only native Salesforce or inside the Salesforce application. 

So I hope you found this information useful. If you’d like to learn more, please feel free to drop me a message on LinkedIn or reach out to one of our experts at Again, my name is Drew Niermann. This is Data Unleashed, and thank you so much for watching.

Steven Welch

Steven Welch

Steven has over a decade of experience with content writing and design, and works to bring CapStorm's stories to a wider audience.

About CapStorm

CapStorm is the most technologically advanced Salesforce data management platform on the market. Billions of records per day flow through CapStorm software, and our solutions are used in every industry from credit cards, telecom providers, insurance agencies, global banks and energy providers.

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