Slaesforce FAQ

can amazon web services save salesforce data

by Claudie Reichel Published 2 years ago Updated 2 years ago
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We are proud that our partnership with Amazon Web Services (AWS) helps nonprofits and education institutions better manage data and accelerate their impact. Salesforce data can be easily extended to AWS, providing nonprofits and education institutions of all sizes with powerful storage and analytics capabilities.

Amazon AppFlow also allows you to create triggers that move data automatically. It's ideal for copying Salesforce data into Amazon Simple Storage Service (Amazon S3) for durable and low-cost backup of customer relationship management (CRM) data.Aug 12, 2020

Full Answer

Why should you integrate Salesforce and Amazon Web Services?

As organizations seek to innovate and build customer experiences faster by leveraging data about their customers, a closer integration of Salesforce —a leading customer relationship management (CRM) platform—and Amazon Web Services (AWS) opens up a lot of possibilities.

Can I manage data flow between Aws and Salesforce?

Managing data flow between AWS and Software-as-a-Service (SaaS) applications like Salesforce may be challenging, time-consuming, and costly. Custom integrations that allow developers to transport data between AWS and Salesforce might take months to write.

Why is data security important for AWS and Salesforce?

Security of the data is critical as data is shared between these environments. Organizations need reliable and private connectivity between their applications hosted on AWS and Salesforce, without having to traverse the internet.

Why Salesforce and AWS are the most adopted cloud platforms?

As the #1 CRM and the most adopted cloud platform respectively, Salesforce and AWS offer cloud services with strategic integrations based on a foundation of simplicity and security. With innovations in AI, voice, and productivity, and empowering everyone to skill up for the future, we are your fastest path from idea to impact.

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Does Amazon Web Services store data?

It can store data for any business such as web applications, mobile applications, backup, archive, analytics. It also provides easy access control management for all your specific requirements and is almost 100% durable and by almost I mean 99.

Does AWS integrate with Salesforce?

Accelerate your Digital Transformation with AWS and Salesforce. Seamlessly integrate various AWS services with Salesforce applications to deliver more impactful customer engagements.

How does AWS use Salesforce?

AWS uses Salesforce to develop a specific “cloud journey” plan for a customer, and then aligns its sales and operations teams with the information, tools, and processes needed to execute each plan.

How do I transfer data from AWS to Salesforce?

Choose Connect or Connect with PrivateLink to open the Connect to Salesforce dialog box.Under Salesforce environment, choose Production to log into your developer account.Under Data encryption, enter your AWS KMS key.Under Connection name, specify a name for your connection.Choose Continue.

Where is Salesforce data stored?

The Salesforce Database Salesforce runs on the Force.com platform, which provides a powerful relational database. In a relational database, data is stored in tables. Each table is made up of any number of columns that represent a particular type of data (like a date or a number).

Does Salesforce have their own data centers?

Salesforce has its own data centres across the world that service some customers running on the core platform (Sales, Service, Experience Cloud, etc).

What CRM does Amazon use?

Salesforce CRMYes, Amazon instead of going with its own CRM, uses Salesforce CRM.

Does AWS provide CRM?

Today we are adding a set of CRM (Customer Relationship Management) features that will provide ISVs, VARs, and SIs with a set of features that take advantage of AWS usage data to send customized messages at critical points in the customer lifecycle.

Is Salesforce AWS or Azure?

The two have been partnered since 2016, with Amazon Web Services using Salesforce as its platform for customer relationship management data. Salesforce has used AWS as its primary public cloud provider.

How do I transfer data from S3 to Salesforce?

0:089:40How to sync data between Amazon S3 and Salesforce using MuleSoftYouTubeStart of suggested clipEnd of suggested clipWe're going to be teaching you how you can sync data between amazon s3 and salesforce using milsoffMoreWe're going to be teaching you how you can sync data between amazon s3 and salesforce using milsoff what's great is that mulesoft has tons of out of the box connectors.

How do I back up AWS to Salesforce?

How to back up Salesforce to Amazon S3 / GlacierAmazon S3 preparation: ... Authorize cloudHQ to access your Amazon S3. ... Start the cloudHQ wizard to create backup sync pairs. ... Create a backup sync pair to back up Salesforce files. ... Create backup sync pair to back up Salesforce data exports.

How do I transfer data from Salesforce to S3 bucket?

You can do this in two simple steps: Step 1: Simply connect and configure your Salesforce database. Step 2: For each Salesforce table, select a corresponding Amazon S3 table name where the data should be moved. Finally, configure the S3 bucket to load the data.

Which bucket to store Salesforce records?

You have to choose the S3 Bucket in which you want to Store the Data (Record) of Salesforce Object.

How many records are there in AWS Appflow?

There are 7 Records here. As per the Validation we Made in AWS Appflow to get records that have Related Contacts Only.

What is AppFlow in Salesforce?

AppFlow is a managed integration tool that enables developers to securely transmit data between SaaS applications such as Salesforce and AWS services. Users can run flows on-demand, plan them, or have them triggered when launching a campaign, converting a lead, closing an opportunity, or creating a case when Salesforce is integrated with AppFlow. If you also want to take advantage of Amazon AppFlow integration with Salesforce, follow the steps mentioned above and transfer your data without hassles.

What is Amazon AppFlow?

Amazon AppFlow, a fully managed integration service, enables you to securely transfer data between Software-as-a-Service (SaaS) applications, including Salesforce, Zendesk, Slack, ServiceNow, and AWS services like Amazon S3 and Amazon Redshift, in just a few clicks. AWS AppFlow is a codeless integration for business users that focuses on empowering non-technical users to integrate their siloed data sources. It provides the ability to exchange data between AWS services and other SaaS applications without writing a single line of code.

What is AWS cloud?

Amazon Web Services (AWS) is a comprehensive cloud computing platform provided by Amazon that comprises a mixture of Infrastructure as a service (IaaS), Platform as a service (PaaS), and packaged software as a service (SaaS) offerings. AWS services offer various organization tools such as compute power, database storage, ...

How long does it take for Amazon AppFlow to integrate?

Speed and agility: Amazon AppFlow allows you to integrate applications in just a few minutes without waiting days or weeks to code custom connectors.

Is Amazon Appflow user friendly?

To solve all such problems by offering extensive and user-friendly features, Amazon Appflow is here for your rescue. Here in this guide, you will be getting acquainted with all the features that will allow developers to transfer the data from one platform to another seamlessly.

Preparing your data

I signed up for a free Salesforce.com account, which comes with a handful of sample records populated with many of the Salesforce.com objects. You can use your organization’s development Salesforce.com account and pull data from multiple objects at the same time by modifying the SOQL query in your AWS Glue code.

Setting up an AWS Glue job

Use the open source springml library to connect Apache Spark with Salesforce.com. The library comes with plenty of handy features that allow you to read, write, and update Salesforce.com objects using the Apache Spark framework.

Execute the AWS Glue job to extract data from the Salesforce.com object

The following Scala code extracts a few fields from the Account object in Salesforce.com and writes them as a table to S3 in Apache Parquet file format.

Query the data with Athena

After the code drops your Salesforce.com data into your S3 bucket with the correct partition and format, AWS Glue can crawl the dataset. It creates the appropriate schema in the AWS Glue Data Catalog. Wait for AWS Glue to create the table. Then, Athena can query the table and join with other tables in the catalog.

Conclusion

In this post, I showed a simple example for extracting any Salesforce.com object data using AWS Glue and Apache Spark, and saving it to S3. You can then catalog your S3 data in AWS Glue Data Catalog, allowing Athena to query it. With this mechanism in place, you can easily incorporate Salesforce data into your AWS based data lake.

SaaS Integration Service

To demonstrate an approach to connecting Salesforce and AWS, we have created a software-as-a-service (SaaS) integration service running in an Amazon Elastic Compute Cloud (Amazon EC2) instance within a VPC.

Scenario 1: Attaching Contracts to Opportunity Records

John, an IT Manager at Acme Inc., who is responsible for managing his company’s Salesforce subscription, is looking for an easy way for the sales team to attach contracts to customer Opportunity Records in Salesforce. John is also looking to create an archive for the entire Opportunity in Amazon S3, which is Acme’s data lake back-end service.

Scenario 2: Meeting Security Requirements

Jane is a web developer for Acme who is working on an assignment to deliver an external-facing blog portal that would be leveraged by Acme’s employees to communicate their engineering and innovation thoughts to the world.

Conclusion

Both scenarios in this post demonstrate the value that enterprises can realize by leveraging AWS service to integrate customer data between AWS and Salesforce.

Salesforce – APN Partner Spotlight

Salesforce is an AWS Competency Partner. They are a leading customer relationship management (CRM) platform, and the announcement from AWS and Salesforce about our extended strategic alliance underscores the opportunity to help enterprises get more out of their customer data.

Architecture overview

The following diagram represents the flow described in this post. With the visual point-and-click interface in Amazon AppFlow, you create a new flow with Salesforce as source. You can either use an existing connection to Salesforce or create a new one.

Create a connection to Salesforce

If you already have a Salesforce connection created in Amazon AppFlow, you can skip this step. To create a new connection, complete the following steps:

Create a dataset and project in DataBrew

To create a dataset and DataBrew project, complete the following steps:

Prepare data and create a recipe

With DataBrew, you can choose from over 250 pre-built transformations to automate data preparation tasks, all without the need to write any code. In this post, we only discuss a few of them. For the full list of transformations, see Recipe step and function reference.

Clean up

You may want to clean up the demo environment when you are done. To do so, delete the following resources that were created as part of this post:

Conclusion

In this post, we walked you through how to extract data from Salesforce.com using the native integration that DataBrew has with Amazon AppFlow.

What is the partnership between Salesforce and AWS?

The partnership will drive customer value through new and enhanced unification between AWS and Salesforce products. Developers will now be able to build and launch custom applications that extend the power of both platforms by connecting Salesforce data and workflows natively into their solutions running on AWS, and make it easy for Salesforce developers to integrate AWS data and workflows into their Salesforce applications. Salesforce will also embed AWS services for voice, video, artificial intelligence (AI), and machine learning (ML) directly in new applications for sales, service, and industry vertical use cases. With these new offerings, customers can purchase out-of-the-box solutions directly from Salesforce and then consume the integrated AWS services on a pay-as-you-go basis.

Where is Salesforce located?

Salesforce has headquarters in San Francisco, with offices in Europe and Asia, and trades on the New York Stock Exchange under the ticker symbol "CRM.".

What is AWS guided setup?

Simplify security, identity and access management: A new guided setup experience will make it easier for customers to bring Salesforce products and AWS services together. Sign into AWS from Salesforce Setup or into Salesforce from the AWS Management Console to simplify service authorization, user identity, security, permissions, and data management and governance between Salesforce and AWS.

What is Salesforce point and click?

Salesforce’s point-and-click development tools will operate directly on data from AWS services like Amazon Relational Database Service (Amazon RDS) or Amazon Simple Storage Service (Amazon S3), as if the data were native in Salesforce.

Can AWS connect to Salesforce?

Unleash the power of customer data with real-time events: By natively connecting AWS’s services with the Salesforce platform, real-time data will securely move between the two providers, allowing customers to more easily automate workflow and maintain a single view of the end customer.

Can you integrate AWS with Salesforce?

Customers can innovate faster with pre-built applications that combine AWS and Salesforce Customer 360 – making it easier for organizations to seamlessly deploy AWS’s voice, video, and AI services natively with Salesforce business applications

Is Amazon Web Services the most comprehensive cloud service?

For over 15 years, Amazon Web Services has been the world’s most comprehensive and broadly adopted cloud offering. AWS has been continually expanding its services to support virtually any cloud workload, and it now has more than 200 fully featured services for compute, storage, databases, networking, analytics, machine learning and artificial intelligence (AI), Internet of Things (IoT), mobile, security, hybrid, virtual and augmented reality (VR and AR), media, and application development, deployment, and management from 81 Availability Zones within 25 geographic regions around the world, with announced plans for 21 more

What is Amazon AppFlow and How Does it Work?

Amazon AppFlow is a simple, no-code, self-service tool that uses point-and-click configurations to move data easily and securely between various SaaS applications you commonly use in your business and AWS services.

How to Set Up Amazon AppFlow for Salesforce Users

The following procedure sets up Amazon AppFlow for users with certain versions of Salesforce and the proper permissions in their AWS account. For this walkthrough, we are using a Salesforce.com Developer Edition account. You can sign up for your own developer account at Salesforce.

Use Case I: Updating Amazon Redshift with New Salesforce Contact Information

Amazon Redshift is a data warehouse—a special kind of database that makes it easy to extract and analyze data. In the context of a customer relationship management (CRM) application such as Salesforce, Amazon Redshift is designed to provide a complete view of the customer.

Use Case II: Creating New Saleforce Lead Record Using Campaign Data in S3

This procedure creates a flow in Amazon AppFlow that creates new Salesforce lead records using campaign data stored in a .csv file in Amazon S3.

Conclusion

Amazon AppFlow allows automates workflows to improve business productivity by triggering data flows based on events. As shown in this post, you can use it to automatically update Amazon Redshift with new Salesforce contact information. You can also use it to use it to create new Salesforce lead records using campaign data stored in Amazon S3.

Salesforce – APN Partner Spotlight

Salesforce is an AWS Competency Partner. Its leading customer relationship management (CRM) platform helps enterprises get more out of their customer data.

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