Sync data from
SQL Server to Salesforce (Sandbox)

Model your SQL Server data using any of these methods

• dbt Model Selector

  

  Sync directly with your dbt models saved in a git.

• SQL Editor

  

  Create and Edit SQL from your browser. Hightouch supports SQL native to SQL Server.

• Table Selector

  

  Select available tables and sheets from SQL Server and sync using existing views without having to write SQL.

• Customer Studio

  

  For less technical users, pass traits and audiences from SQL Server using our visual segmentation builder.

Why is it valuable to sync SQL Server data to Salesforce (Sandbox)?

Salesforce (Sandbox) is the backbone of your sales org. It's where you manage all of your contacts, accounts, and deals. The problem is that most of your CRM data has to be manually input by individual sales reps, so it doesn't show you an accurate 360-degree view of your customer. You only have access to basic information and historical interactions.

All of your Salesforce (Sandbox) data, in addition to the rich behavioral data captured through your app/website already, exists in SQL Server. Most of the time, this includes core metrics your data team has defined around lifetime value, workspaces, subscriptions, playlists, average order value, last login date, etc. There's a high chance you're probably even consuming this data in a dashboard, and your sales reps can't answer key questions like:

• Which accounts have the highest lifetime value?
• Which users have the highest utilization in our product?
• When did user X last log in to the app?
• Which leads/accounts should I be prioritizing?
• Which accounts are at risk of churning?
• What is the average order value of account X?

Your sales team doesn't want to hop back and forth between your various SaaS tools to answer these questions. They want to take action in Salesforce (Sandbox), and that means enriching your CRM with data directly from your warehouse.

Why should you use reverse ETL to connect SQL Server and Salesforce (Sandbox) data?

Conventionally moving data from Snowflake to Salesforce (Sandbox) meant downloading ad hoc CSV files and uploading them manually or forcing your data team to integrate with the Salesforce (Sandbox) API and build and maintain custom pipelines. In reality, CSVs are not scalable, and in-house data pipelines and custom scripts break constantly.

Other point-to-point solutions create a weave complex web of pipelines to and from various SaaS applications and customer data platforms (CDPs), forcing you to pay for another layer of storage in addition to your data warehouses.

Reverse ETL solutions like Hightouch query against Snowflake and sync that data directly to Salesforce (Sandbox). You don't have to worry about CSVs or APIs. You can leverage your existing tables, data models, and audience segments. All you have to do is define your data and map it to the appropriate columns in Salesforce (Sandbox). You can schedule your syncs to run manually or even trigger them to run sequentially based on criteria that you define.

Hightouch automatically diffs data between syncs to ensure your only ever syncing the freshest data, and if any rows fail, Hightouch will automatically retry them later. A live debugger lets you analyze your API payload requests/responses and failed runs in real-time.