Getting started

Push

  • Load data to Salesforce and Salesforce Marketing Cloud
  • For smaller datasets like lead scores, segmentation, aggregations
  • Uses Snowflake external functions
  • Uses Salesforce Bulk API
  • Can be integrated with pre-built dbt packages
1

Sign up for Omnata

Omnata's portal configures your integrations. Push functions runs from your Snowflake environment.

Go to Omnata Portal
2

Authenticate to Snowflake

You will need a Snowflake 'ACCOUNTADMIN' role to create the external functions that Omnata uses to push data.

Read more on Snowflake
3

Setup the Push functions

Omnata's portal guides you through two steps to create the Push functions that run in Snowflake. The functions securely handle the destination credentials.

4

Create your Push task

The setup guide has a query builder which makes it easy to match fields between the data warehouse tables and the application.

5

Run your Push

Copy the query to the Snowflake console and run it or automate it using pre-built dbt packages.

Get the dbt packages
6

Verify the load job

Omnata uses the optimal load method for each application that balances API quotas and throughput. You will be able to see the jobs running in the application.

7

Set failure & retry logic

The Push functions will return the results of the load job to Snowflake where you can build retry logic. The dbt package will automatically create task history tables.

See dbt package readme

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Connect

  • Live-query data from Snowflake, BigQuery & Rockset in Salesforce
  • For all datasets including large like transactions, product data, health records
  • Requires Salesforce Connect
  • Returns data to external objects without loading it
  • External objects be used on-platform similar to regular objects
1

Sign up for Omnata

Omnata Connect is a managed package that runs in your Salesforce org. Salesforce Connect will be enabled by default in a sandbox environment.

Go to AppExchange
2

Create warehouse connections

Omnata handles authentication and creates a direct connections to your warehouse(s). The user needs access to query the tables and views.


3

Create external objects

The Omnata's UI automates the creation and management of Salesforce external objects. Your table will need a column named 'EXTERNALID' that contains a unique key.

4

Define relationships

Next you'll create parent-child relationships and define lookups. Omnata will let you know about missing fields due to changes in the underlying database.

5

Setup access in Salesforce

Assign Omnata licenses to end users and setup permissions for users to view the external objects and fields in the same way you would normally.

Assign Omnata licenses in Salesforce
6

Create CRM page layouts

External datasets will now be rendered live in related lists, reporting and all places that custom objects can be used.


7

Build CRM automation

External datasets can also be used in Process and Flow Builder for all of your platform automation.


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