Omnata's portal configures your integrations. Push functions runs from your Snowflake environment.
You will need a Snowflake 'ACCOUNTADMIN' role to create the external functions that Omnata uses to push data.
Read more on SnowflakeOmnata's UI guides you through two steps to create the Push functions. Simply copy and paste the code snippets into Snowflake.
Omnata's UI also has a query builder which makes it easy to match fields from data warehouse tables to CRM objects.
Copy the query to the Snowflake console and run it or automate it using pre-built dbt packages.
You will see the load jobs running on the Salesforce Bulk Data Load Jobs page and can monitor any failures.
Go to Salesforce docsThe 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 readmeOmnata Connect is a managed package that runs in your Salesforce org. Salesforce Connect will be enabled by default in a sandbox environment.
Go to AppExchangeOmnata handles authentication and creates a direct connections to your warehouse(s). The user needs access to query the tables and views.
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.
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.
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 SalesforceExternal data will now be rendered live in related lists, reporting and all places that custom objects can be used.
External data can also be used in Process and Flow Builder for all of your platform automation.