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Datto Unlocks 360° Customer View with Near Real-Time Salesforce-to-Snowflake Integration

CapStorm powers high-frequency data sync and Tableau-ready analytics to support enterprise growth and citizen development.

Customer Profile

Industry:
Technology
Company Size:
1,001–5,000 employees
Tech Stack:
Salesforce, Snowflake, Tableau
Specialities:
Technology, Data Storage
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The Challenge

As Datto expanded, its data complexity grew with it. To create a complete view of the customer, the company needed to consolidate Salesforce CRM data with other enterprise systems. While Tableau was selected as the core analytics platform, native Salesforce reporting couldn’t support the scale, speed, or cross-platform integration Datto required. They needed a near real-time data pipeline to Snowflake that could flex with evolving data structures, and empower business users to access insights without bottlenecks.

The CapStorm Solution

CapStorm deployed a self-hosted solution to extract Salesforce data in high-frequency increments and replicate it into Snowflake, enabling Tableau to become a unified analytics layer across all systems. This eliminated native Salesforce limitations and enabled a scalable, self-serve business intelligence model.

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High-Frequency Salesforce Replication

CapStorm synced only new or modified records to Snowflake, keeping data fresh and minimizing API impact.

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Data Cleansing Before Visualization

Salesforce data was cleansed and staged in Snowflake prior to Tableau integration, ensuring clean and consistent reporting.

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Snowflake as a Unified Staging Layer

Snowflake served as the single point of query across enterprise systems, powering a true 360-degree customer view.

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Scalable BI Enablement

CapStorm enabled a self-serve reporting model, reducing IT dependency and enabling rapid, business-driven insights.

The Impact

  • Transitioned from limited native reporting to a robust, enterprise-wide data sharing model.
  • Enabled near real-time Tableau reporting, with only minutes between data creation and visualization.
  • Supported business growth with a scalable integration model that handled increased data volume and schema changes.
  • Reduced IT burden through citizen development and self-serve analytics.
Datto Unlocks 360° Customer View with Near Real-Time Salesforce-to-Snowflake Integration
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Want Results Like This?

Talk to us about what’s possible in your environment.

Solutions for Every Data Challenge

Backup & Recovery

Protect Salesforce data with self-hosted backups, rapid restore, and full compliance – no cloud reliance required

Data Integration & Reporting

Sync Salesforce data to Snowflake, SQL, and BI tools in near real-time for analytics.

Salesforce Dev & Enablement

Seed sandboxes, version metadata, and enable faster dev cycles with compliant, consistent test data.