• July 11, 2022
  • Case Studies

Enterprise Data Sharing with Tableau

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Test administration company used by universities, licensing organizatons, and government

Streamlines reporting and data visualization while keeping Salesforce users on-platform

This company supports technology-enabled testing for many public and private sector customers, and the need for secure, remote exams continues to grow with the ongoing focus on virtual learning. Salesforce provided a system of record for the company that supported sales and service operations, and they adopted Tableau to support enterprise data sharing. CapStorm provided the replication speed and data control that the company required to provide near real-time visualization of Salesforce data with Tableau.
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Industry

  • Technology
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Company Size

  • 1,001-5,000 employees
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Specialities

  • Continuing Education
  • Technology
  • Analytics
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Tech Stack

  • Salesforce Platform
  • Tableau
  • SQL Server
  • On-Premise Hosting
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Problem

The business needed a way to get near-real-time Salesforce data integrated with Tableau with a faster replication rate than other connectors could provide.

In addition to a high-frequency replication rate, data security and control were also paramount. To start, the organization wanted full transparency into the entire data flow from the initial extract from Salesforce to the final replication to Tableau. Salesforce contained sensitive data that needed to be kept internal and not exposed beyond the company’s firewall. The organization also wanted sales and service teams to have visibility into the visualizations created in Tableau without leaving the Salesforce platform. 

Solution

  1. Incremental Salesforce Data & Schema Replication

    CapStorm’s CS:Enable product, powered by CapStorm’s CopyStorm application, provided a fully incremental replication of the Salesforce’s data and structure into the organization’s self-hosted SQLServer database. Correspondingly, changes to the underlying Salesforce structure, such as new objects and fields, would be automatically reflected in the database. Moreover, each data extract focused on primarily pulling new or modified records from Salesforce. As a result, CapStorm enabled the company to minimize the number of API call resources used and allowed the data extract to run frequently, resulting in data availability for analytics within minutes of data creation.

  2. Controlled Data Access & Use

    Salesforce data stays at rest behind the company’s firewall in the company’s databases. As a result, the organization gained complete control over who accessed the data and how they used it. Simple queries to SQLServer generated targeted data views that are then connected to Tableau, resulting in segmented data control. This approach, coupled with CopyStorm’s incremental schema replication, allowed the business to increase the data available for analytics on demand and in near real-time.

  3. Salesforce Centric Enterprise Data Sharing

    Tableau Viz Lightning Web Components embedded Tableau visualizations into the Salesforce environment, giving sales and support leaders a reason to stay on-platform and provided a single source of truth for data and analytics. This approach enabled citizen development with self-serve business intelligence, reducing the IT burden and increasing enterprise data sharing.

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Outcome

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Timely insights with near real-time data.

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Embedded visualizations allow sales and support teams to stay on-platform.

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Improved productivity by enabling citizen developers.

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