Case Studies Enterprise Data Sharing with Tableau Download Case Study COMPANY PROFILE PROBLEM SOLUTION OUTCOME 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. Industry Technology Company Size 1,001-5,000 employees Specialities Continuing Education Technology Analytics Tech Stack Salesforce Platform Tableau SQL Server On-Premise Hosting 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 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. 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. 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. Outcome Timely insights with near real-time data. Embedded visualizations allow sales and support teams to stay on-platform. Improved productivity by enabling citizen developers. Want results like this? Schedule a Demo Contact Us
Case Studies Near Real-Time Salesforce Data in Tableau Download Case Study COMPANY PROFILE PROBLEM SOLUTION OUTCOME Industry Leading Manufacturer and Retailer Bypasses native Salesforce reporting limitations with near real-time replication to Tableau This niche manufacturer and retailer is a leader in its market, supporting various industries including automotive, consumer products, dental, and medical. The company operates out of multiple countries, but leverages a single Salesforce production organization as the primary system of record for sales and manufacturing operations. During the 10+ year partnership with CapStorm, the business experienced rapid growth and multiple acquisitions resulting in an increased Salesforce footprint. As the data volume continued to grow, CapStorm kept enabling near real-time Salesforce data visualization in Tableau. Industry Manufacturing Company Size 1,001-5,000 employees Specialities Research & Development Manufacturing Technology Tech Stack On-Premises Hosting Oracle Tableau Problem Native Salesforce reporting and Tableau connector limitations kept the business from gaining necessary data insights. Salesforce contained all critical business data needed for analytics and business intelligence purposes in a single production implementation. The organization rapidly outgrew Salesforce’s native reporting options and adopted Tableau as a way to visualize Salesforce data. In addition, the overall data volume and desire for near real-time analytics required a solution that would provide incremental Salesforce data replication. Solution High Frequency, Incremental Data Extract CapStorm’s CopyStorm application created a mirror image of Salesforce data in several critical Oracle databases. Moreover, the incremental extract retrieved only new or modified records, meaning that the extract could run every few minutes. As a result, the databases reflected the near real-time state of the Salesforce production environment in a format that could be easily digested by Tableau. Schema Resilient Data Repository The underlying Salesforce structure changed periodically with new apps and managed packages. This changing schema needed to be replicated into the Oracle databases to keep the reporting solution in step with the current data state. Therefore, CapStorm’s solution incrementally replicated the company’s Salesforce structure in addition to the incremental replication of the data — resulting in an automatic transfer of new objects and fields to the database. This enabled new data to be available for visualization in minutes. Secure Data Storage CapStorm is a no-view provider, meaning the company maintained complete control over its Salesforce data extracts, including where the data was stored and who had access to it. CapStorm’s solution enabled the company to streamline its data visualization process and ensured a secondary copy of Salesforce data existed behind the company’s firewall, proactively lowering the impact of a ransomware attack. Outcome Self-service business intelligence leveraging Tableau’s intuitive platform. Scalable data visualization processes to absorb data brought in by acquisition. Near real-time insights across the entire organization, helping streamline executive decision-making. Want results like this? Schedule a Demo Contact Us
Huge Salesforce environments can be difficult to search, making robust analytics, queries, and data mining near impossible without a complementary solution.
The Problem: A complex Salesforce environment with daily deployments and rising data volumes required an integration solution that scaled.
And we had a solution to help this Public Sector enterprise.
Become a CapStorm Insider and get early updates on new releases, roadmap items, tips and tricks, case studies, and more.