Enterprise Data Sharing with Expanded Salesforce Data Access

Health solutions organization that supports at-home care

Achieves right-time Salesforce data insights with incremental replication to Azure.

This business has a simple yet critical mission – enabling everyone to age at home through technology and access to proper care. These technologies include medical alert devices that provide 24/7 emergency services access, automated medication dispensing, remote biometric monitoring, and more. Salesforce supports these multiple lines of business and is the key system of record for the organization. With CapStorm, the company accomplished a critical Salesforce Org migration and, more importantly, achieved an enterprise data sharing model with near-real-time Salesforce data integration to Azure.

Industry

Company Size

Specialities

Tech Stack

Problem

The business's primary struggle was how to get Salesforce data accessible to employees who did not need to make daily data changes.

Many employees needed full Salesforce access to create opportunities, manage cases, etc. Other employees required a near real-time view of the data. Still, they did not require access or the ability to make data changes, including external stakeholders like the agents who provided services on the organization’s behalf and internal stakeholders like the analytics team who generate reporting for internal and external operations.

Solution

    1. High-Frequency Salesforce Data Replication

      CapStorm’s CS:Enable solution created and automatically maintained a near real-time replica of Salesforce data within the organizations’ SQLServer database hosted on Azure. The application was simply installed and then scheduled to run frequently in order to keep the data in Azure in step with the current state of Salesforce. In addition, because the Salesforce data extracts were incremental, only added or modified records were replicated, which let the team perform data extracts multiple times per day.

    2. Data Access with a Known Structure

      Salesforce data stayed at rest within the business’ Azure platform, and the data structure automatically mimicked the Salesforce object and fields structure with a 1:1 match between the two systems. As a result, reports could be created directly off the SQL database, using the same terms the team was used to seeing natively within Salesforce. CS:Enable by CapStorm also automatically updated the receiving database’s structure with each Salesforce data model change, meaning both the data and schema in Azure stayed in step with the current state of Salesforce.

    3. Internal and External Data Sharing

      The business maintained the Salesforce replica as a staging area to grant data access to various teams. The self-hosted nature of the solution meant the company kept total control over data access and use, with the option of field-level data encryption utilizing CapStorm’s CS:Govern solution. Additionally, the organization shared data internally and with eternal stakeholders, resulting in real-time enterprise data sharing.

Outcome

Enterprise data sharing with near real-time Salesforce data

Mitigated risk with data access controls

Cost control with data visualization off-platform

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