Integration of Salesforce and Oracle Data with Snowflake for Enhanced Data Management and Reporting

Scenario

The client faced several challenges in terms of data consistency and reporting:

• Salesforce and Oracle contained critical business data that was not well integrated, leading to inefficiencies in reporting and data analysis.

• The company needed real-time access to both CRM (Salesforce) and financial data (Oracle) to generate insights and decision-making reports.

• The company required a reliable archive, backup, and recovery system for Salesforce and Oracle data to ensure no loss of critical information.

AWT handled this requirement with 100% Client satisfaction.

Solution Offered

• The organization decided to streamline its data management processes, improve reporting capabilities, and implement efficient backup and recovery solutions.To achieve this, the following steps were taken:

• Integrated data from both Salesforce and Oracle into a central data warehouse (Snowflake platform).

• Used the FiveTran tool to sync and update real time data into Snowflake every hour.

• Implemented Snowflake as an archive, backup, and disaster recovery solution for both platforms.

• Conducted User Acceptance Testing to verify that the migrated data met the business objective.

• Utilized Looker Studio for advanced reporting and dashboarding.

Results

• Decision makers gained access to the most up to date information across all departments (Sales, Service, Marketing and Finance).

• By automating real-time data synchronization, the client eliminated data handling errors, ensuring more accurate and reliable dashboards and reports, significantly increasing operational efficiency.

• The integration allowed the company to reduce operational costs related to data management.