While achieving successful ends, every business experiences a boost in data generation and data-driven decisions. So, they need to make the best use of the available data and ensure that it’s performing well, meeting the needs of the businesses and end-users.
We are just on level one of our analysis journey if we generate dashboards and pull data into an analytics repository.
We must act on the accumulated insights and witness them executed in our operational systems during this time.
To meet such a need here arrives output connectors. They help push data from CRM Analytics to the remote system. Such connectors hold the caliber to push data as a part of a data prep output node, and some can even push unprepared data using sync.
Let’s understand Salesforce Output Connectors better.
What Are Salesforce Output Connectors?
Using your Salesforce Output Connector and Data Prep, you can send your prepared dataset to any Salesforce org. Using this data, you can integrate external data, allow the Salesforce automation tools suite to act on that data, and permit non-CRM Analytics users to access that data through reports and dashboards.
Steps to Setup Salesforce Output Connectors?
1. Enable Salesforce Output Connector
Step 1: In the Quick Find Box, from Setup, select Analytics, and then Settings.
Step 2: Next, select Enable Salesforce output connection and save your changes.
2. Add the Salesforce Output Connector
Step 1: In the Data Manager, click the Connections tab.
Step 2: Click New Connection.
Step 3: Then, click Output.
Step 4: Click the connector’s icon and enter its settings, as mentioned in the Connection Setting section.
Step 5: Save & Test. (It will validate your settings by trying connecting to the source. And, if the connection is not set up, CRM Analytics displays possible reasons.
Salesforce Output Connectors Connection Settings
|Identifies the connection. Use a convention that lets you easily distinguish between different connections.
|API name for the connection. This name can’t include spaces. You can’t change the developer name after you create the connection.
|User name used to connect to external Salesforce org for sync of objects and fields.
|Login URL for the external org. The default value uses the generic Salesforce login URL for your org. For an added layer of security, update this field to use your org’s My Domain login URL. For a production org, use the format:https://<MyDomainName.my .salesforce.com/services/Soap/Identifier/VersionNumber.0For example:
|Password for the user specified in Username. Depending on your security settings, append the user’s security token to the end of the password. For more information about obtaining a security token, see Reset Your Security Token.
Push Data to Salesforce with Output Connectors
Create a Data Prep recipe that merges and transforms data before pushing it to a Salesforce org using the Salesforce Output Connector. Configure an output node to use the Salesforce Output connector.
- To write to an Output Connection, choose(1).
- Choose the connection name for your newly created Salesforce Output connection. (2).
- Choose the target Salesforce object. (3). The User ID used to configure the connector is listed along with the objects it can access. Considerations includes a list of supported objects.
- Choose whether to INSERT (add new records), UPDATE (change data of existing records), or UPSERT (add new records and update existing records). (4)
- If you will UPSERT, select a field from the destination object for the External ID to act as the unique record identifier. (5) The default External ID is the connected object’s ID field.
- Map recipe columns to their equivalent Salesforce object columns. (6) All columns must be mapped to apply the output node. Id is only mapped for UPDATE and UPSERT.
- Select Apply.
- Save the recipe.
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Types of Salesforce Output Connectors?
There are various output connectors:
You can set up a remote connection using Snowflake Output Connector to write data from CRM Analytics to a Snowflake table. Next, you can use Sync Out to push raw data to Snowflake from CRM Analytics or a Data Prep recipe output node to push the transformed data.
You can set up a remote connection using the Amazon S3 output connector to write .csv data from CRM Analytics to an Amazon S3 bucket while using Data Prep.
You can push the prepared data from CRM Analytics into Tableau Online using the Data Prep recipes and Tableau Online Output connector. Your cleaned, merged, and transformed data is pushed to Tableau Online for further analysis as a .hyper file.
For example: In CRM Analytics, prepare historical Opportunity data for the struggling products, and next, use Tableau Online analytics tools to recognize helpful trends for optimizing deals.
You can create a remote connection with the Azure Data Lake output connector to write the .csv data using Data Prep from CRM Analytics to Microsoft Azure Data Lake Storage Gen2.
You can push the prepared dataset data from CRM Analytics Salesforce Output connector and Data Prep into any Salesforce org. Using that data, you can integrate external data and apply the Salesforce automation tools suite to act on the data.
We hope you find this write-up helpful in quickly setting up Salesforce Output Connectors.
Still, if you have any issues or find them challenging to understand, you should hire a Salesforce development company; the salesforce certified consultants will help you resolve your relevant issues and will guide you the right way toward training your business needs.
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