Salesforce provides a centralized platform for businesses to manage customer interactions, track sales, and streamline operations.In this article, we will describe options for obtaining data from Salesforce for further processing.
A data specialist or a data analyst is the type of specialist who would need to import leads and contacts from Salesforce to Excel. This is because they have the technical skills and knowledge to handle and manipulate large amounts of data. They can use the data import tools and techniques to extract the necessary information from Salesforce and export it to Excel, where it can be further analyzed, processed, and used for reporting purposes.
Connecting to a PostgreSQL database via ODBC (Open Database Connectivity) drivers allows for greater flexibility regarding the programming languages and tools used to interact with the database. ODBC is a widely supported, platform-independent API that allows for communication between an application and a database management system.
Connecting Excel, Power BI, Tableau, and Python to Amazon Redshift using an ODBC (Open Database Connectivity) driver is one way to establish a connection between these tools and the Redshift data warehouse. ODBC is a widely supported, open-source standard for connecting to databases, and Redshift provides an ODBC driver that can be used to connect these tools to Redshift.