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How to Fetch Data from Salesforce: 3 Simple Ways

Exchanging data between different sources is an important process as it enables organizations and individuals to share information and collaborate effectively. This can lead to improved decision making, enhanced productivity, and increased efficiency. Data exchange also enables organizations to integrate disparate systems and create a unified view of data, which is essential for data-driven decision making and analysis.

In this article, we will describe options for obtaining data from Salesforce for further processing.

About Salesforce

Salesforce is a customer relationship management (CRM) platform that provides a suite of enterprise-level applications for managing sales, customer service, marketing, and commerce. It is a cloud-based platform that helps organizations manage customer interactions and data across various channels, including email, social media, and mobile.

Salesforce is commonly used for a variety of tasks, including:

  • Sales automation and lead management;
  • Customer service and support management;
  • Marketing automation and campaign management;
  • Collaboration and productivity tools;
  • Analytics and business intelligence;
  • Custom app development.

Overall, Salesforce provides a centralized platform for businesses to manage customer interactions, track sales, and streamline operations. 

Why to Get Salesforce Data?

There are several reasons why an organization might want to extract data from Salesforce:

  1. Data Backup and Recovery: Exporting Salesforce data provides a backup of important information and ensures it can be recovered if needed.
  2. Data Integration: Salesforce data can be extracted and integrated with other systems, such as an enterprise resource planning (ERP) or marketing automation platform, to create a unified view of customer interactions and data.
  3. Data Analysis and Insights: By extracting and analyzing Salesforce data, organizations can gain valuable insights into customer behavior and trends, which can inform business decisions and drive growth.
  4. Custom Reporting: Salesforce provides a wide range of reporting capabilities, but sometimes organizations need more customized reports. Exporting data from Salesforce and analyzing it in a different platform can provide more flexibility in report creation and customization.
  5. Compliance and Regulation: In some cases, organizations may need to extract and store data from Salesforce to meet regulatory or legal requirements.

So, extracting Salesforce data can provide a number of benefits and help organizations make more informed decisions and drive growth.

Fetching Data Using ODBC Driver for Salesforce 

The Salesforce REST API provides a flexible, scalable, and efficient way to access data in Salesforce, making it a popular choice for organizations looking to retrieve and analyze data from the platform.

What is ODBC?

Open Database Connectivity (ODBC) is a software component developed by Devart, a provider of database management and data connectivity solutions. It is a high-performance ODBC driver that provides access to various databases and cloud services, including Salesforce, through an industry-standard interface.

Here is what you have to know about ODBC Driver: users can connect to Salesforce and other data sources using popular data analysis and reporting tools, such as Microsoft Excel, Power BI, and Tableau, and access Salesforce data as if it were a traditional database. The ODBC driver translates requests from the data analysis or reporting tool into a format that can be understood by Salesforce, and retrieves the data needed to perform the analysis or create the report.

By installing ODBC driver, organizations can access Salesforce data in real-time, simplify data analysis and reporting tasks, and eliminate the need for manual data extraction and transformation processes. Additionally, Devart ODBC provides robust and reliable data access, making it a popular choice for organizations looking to integrate Salesforce data with other data sources and business applications.

Next steps will include configuring ODBC driver.

Connect to Salesforce via ODBC driver by Devart

To connect to Salesforce using the Devart ODBC driver, you need to perform the following steps:

  1. Install the Salesforce ODBC driver: You can download the Devart ODBC driver from the Devart website and install it on your computer.
  2. Create a DSN: A DSN (Data Source Name) is a configuration that provides the connection details to your Salesforce account. To create a DSN, open the ODBC Data Source Administrator, select the System DSN tab, and click on the Add button. Select the Devart Salesforce driver and provide the necessary information to connect to your Salesforce account.
  3. Connect to Salesforce: Once you have created the DSN, you can use it to connect to Salesforce from your data analysis or reporting tool. To do this, you need to select the Devart Salesforce DSN as the data source and enter your Salesforce login credentials.
  4. Use the ODBC driver to access Salesforce data: After connecting to Salesforce, you can use the ODBC driver to access and analyze Salesforce data using your preferred data analysis or reporting tool. You can perform various data analysis tasks, such as creating reports, pivot tables, or charts, and export data to other formats.

By using the Devart ODBC driver, you can access Salesforce data in real-time, eliminate the need for manual data extraction and transformation processes, and simplify data analysis and reporting tasks. The Devart ODBC driver provides robust and reliable data access, making it a popular choice for organizations looking to integrate Salesforce data with other data sources and business applications. You can check it right now and download 30 days free trial.

Get Salesforce Data Using Cloud Integration

Cloud integration provides a flexible and efficient way to access Salesforce data, making it easier for organizations to make informed decisions and drive growth. By integrating Salesforce data with other systems and applications, organizations can ensure that data is accurate, consistent, and up-to-date, and gain valuable insights into customer behavior and trends.

What is Skyvia?

Skyvia is a cloud data integration platform developed by Devart, a provider of database management and data connectivity solutions. Skyvia allows organizations to integrate, manage, and analyze data from various sources, including Salesforce, in the cloud.

With Skyvia, organizations can easily connect to their Salesforce data and other data sources, such as databases, cloud services, and applications, and perform data integration and management tasks, such as data replication, backup, and synchronization. Skyvia also provides a range of data analysis and reporting features, allowing organizations to gain insights into their data and make informed business decisions.

Skyvia supports a variety of integration scenarios, including bi-directional data synchronization, real-time data updates, and data import and export. It provides a user-friendly interface, making it easy for organizations to set up and manage their integration solutions, and offers robust security features, such as data encryption and role-based access controls, to protect sensitive data.

By using Skyvia, organizations can access and integrate their Salesforce data with other data sources and applications, streamline data analysis and reporting tasks, and improve data quality and accuracy. This can help organizations to make informed business decisions and drive growth.

Connect to Salesforce from Skyvia

To connect to Salesforce from Skyvia, follow these steps:

  1. Sign up for a Skyvia account: If you haven’t already, sign up for a Skyvia account by visiting the Skyvia website and following the registration process.
  2. Create a connection to Salesforce: In Skyvia, go to the Connections section and click on the “Add Connection” button. Select Salesforce as the data source, and provide the necessary credentials, such as your Salesforce username, password, and security token.
  3. Test the connection: After entering your connection details, test the connection to ensure that Skyvia can connect to your Salesforce account. If the connection is successful, Skyvia will retrieve a list of objects from your Salesforce account and display them in the Connections section.
  4. Create a data integration package: In Skyvia, go to the Package section and create a new package. Choose the Salesforce connection you created and select the objects you want to integrate with. You can also define the data integration logic and mapping rules for the objects.
  5. Schedule the package: Once you have created the data integration package, you can schedule it to run automatically at a specific time or frequency. You can also run the package manually as needed.

With these steps, you can easily connect to your Salesforce data from Skyvia and perform data integration and management tasks, such as data replication, backup, and synchronization. Skyvia provides a user-friendly interface and a range of data analysis and reporting features, making it easy for organizations to access and analyze their Salesforce data and make informed business decisions.

Best Examples of Analyze Salesforce Data

Once you have retrieved data from Salesforce using Skyvia or another cloud integration solution, there are several scenarios in which you can use the data:

  1. Data analysis and reporting: The data can be used to perform various data analysis and reporting tasks, such as customer segmentation, trend analysis, and performance metrics. You can use the data to gain insights into customer behavior and trends, and to make informed business decisions.
  2. Data integration: The data can be integrated with other data sources and applications, such as databases, cloud services, and enterprise resource planning (ERP) systems, to ensure that data is accurate, consistent, and up-to-date. This can improve data quality and accuracy, and allow organizations to make more informed business decisions.
  3. Data migration: The data can be used to perform data migrations, such as moving data from an old system to a new system, or from one Salesforce account to another. Data migration can help organizations to upgrade their systems, consolidate their data, and improve data management and governance.
  4. Data backup and recovery: The data can be used to perform data backups and recovery, ensuring that data is secure and can be restored in the event of a disaster or data loss. This can help organizations to minimize the risk of data loss and ensure business continuity.
  5. Data synchronization: The data can be used to perform data synchronization, ensuring that data is consistent across multiple systems and applications. Data synchronization can help organizations to improve data accuracy, reduce manual data entry, and streamline data management processes.

These are just a few examples of the many scenarios in which organizations can use the data they retrieve from Salesforce using cloud integration. The specific scenarios will depend on the specific needs and requirements of the organization, as well as the data integration solution used.

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