This technology-driven testing company serves both public and private sector clients, with growing demand for secure, remote exam administration. Salesforce served as the system of record for sales and service, but the organization lacked a fast, secure way to connect Salesforce data to Tableau for enterprise-wide analytics. They required full visibility into the data pipeline, control over sensitive records, and embedded Tableau dashboards that would keep teams inside the Salesforce UI, all without relying on third-party SaaS tools.
CapStorm deployed CS:Enable, powered by CopyStorm, to replicate Salesforce data and metadata into the company’s self-hosted SQL Server environment. This setup enabled near real-time analytics, complete control over the data lifecycle, and seamless Tableau visualization embedded directly into Salesforce.
CapStorm performed high-frequency sync of Salesforce data and structure into a secure, on-prem SQL Server database.
Simple SQL queries enabled targeted data views, ensuring users only accessed data they were authorized to see.
Tableau Viz Lightning Web Components displayed dashboards directly in Salesforce, driving adoption and platform stickiness.
The company maintained full visibility and control over every step of the data pipeline, from Salesforce to Tableau.
Talk to us about what’s possible in your environment.
Protect Salesforce data with self-hosted backups, rapid restore, and full compliance – no cloud reliance required
Sync Salesforce data to Snowflake, SQL, and BI tools in near real-time for analytics.
Seed sandboxes, version metadata, and enable faster dev cycles with compliant, consistent test data.
