Sync data from
PostgreSQL to Salesforce
Connect your data from PostgreSQL to Salesforce 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 PostgreSQL, and 150+ destinations, like Salesforce.
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, and start syncing.
Model your PostgreSQL data using any of these methods
dbt Model Selector
Sync directly with your dbt models saved in a git.
Query using looks. Hightouch turns your look into SQL and will pull from your source.
Create and Edit SQL from your browser. Hightouch supports SQL native to PostgreSQL.
Select available tables and sheets from PostgreSQL and sync using existing views without having to write SQL.
For less technical users, pass traits and audiences from PostgreSQL using our visual segmentation builder.
Where can you sync your PostgreSQL data in Salesforce
Represents an individual account, which is an organization or person involved with your business (such as customers, competitors, and partners). Use the
accountobject to query and manage accounts in your org.
Represents a contact, which is a person associated with an account. Use the
contactobject to manage to manage individual people who are associated with an account.
Represents a prospect or lead. Use the
leadobject to manage leads in your org.
Represents an opportunity, which is a sale or pending deal. Use the
opportunityobject to to manage information about a sale or pending deal.
Represents the association between a campaign and either a lead or a contact. Use the
campaignMemberobject to manage campaign members in your org.
Represents a business activity such as making a phone call. Use the
taskobject to manage to-do items for your org.
Represents a case, which is a customer issue or problem. Use the
caseobject to manage customer cases for your org.
Represents an item of commercial value, such as a product sold by your company or a competitor, that a customer has purchased. Use the
assetobject to manage assets for your org.
userin the organization. Use this object to query information about users and to provision and modify users in your organization. Unlike other objects, the records in the User table represent actual users—not data owned by users.
Custom Salesforce Objects
We support custom Salesforce objects to ensure our integration supports all your organization’s unique workstreams.
Does this integration support in-warehouse planning?
Yes, if you integerate PostgreSQL and Salesforce using Hightouch, in-warehouse planning is supported.
Great, but what is in-warehouse planning?
Between every sync, Hightouch notices any and all changes in your data model. This allows you to only send updated results to your destination (in this case Salesforce). With the baseline setup, Hightouch picks out only the rows that need to be synced by querying every row in your data model before diffing using Hightouch’s infrastructure.
The issue here is this can be slow for large models.
Warehouse Planning allows Hightouch to do this diff directly in your warehouse. Read more on how this works here.
Why is it valuable to sync PostgreSQL data to Salesforce?
Salesforce 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 data, in addition to the rich behavioral data captured through your app/website already, exists in PostgreSQL. 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, and that means enriching your CRM with data directly from your warehouse.
Why should you use reverse ETL to connect PostgreSQL and Salesforce data?
Conventionally moving data from Snowflake to Salesforce meant downloading ad hoc CSV files and uploading them manually or forcing your data team to integrate with the Salesforce 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. 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. 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
PostgreSQL, also known as Postgres, is a free and open-source relational database management system emphasizing extensibility and SQL compliance.Learn more about PostgreSQL
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
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