Sync data from
Elasticsearch to Salesforce (Sandbox)
Connect your data from Elasticsearch to Salesforce (Sandbox) with Hightouch. No APIs, no months-long implementations, and no CSV files. Just your data synced forever.
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Integrate your data in 3 easy steps
Add your source and destination
Connect to 15+ data sources, like Elasticsearch, and 140+ destinations, like Salesforce (Sandbox).
Define your model
Use SQL or select an existing dbt or Looker model.
Sync your data
Define how fields from your model map to Salesforce (Sandbox), and start syncing.
Why is it valuable to sync Elasticsearch 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 Elasticsearch. 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 Elasticsearch 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.
Push lead info from your warehouse into Salesforce CRM to enable executives to go after the right accounts
Push product data to enable account managers to know what actions are being taken in the app
Reduce churn by syncing health scores and churn events to Salesforce CRM for account managers to track
Elasticsearch is a distributed, free and open search and analytics engine for all types of data, including textual, numerical, geospatial, structured, and unstructured.Learn more about Elasticsearch
About Salesforce (Sandbox)
Salesforce is a cloud computing service as a software (SaaS) company that specializes in customer relationship management (CRM). Salesforce's services allow businesses to use cloud technology to better connect with customers, partners and potential customers.Learn more about Salesforce (Sandbox)
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Hightouch Playbooks: Best practices to leverage reverse ETL
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