Echo Technology Solutions Synchronizes Data Between Salesforce and SQL Server Using Skyvia

Echo Technology Solutions is a consulting firm specializing in Salesforce services, particularly for nonprofit organizations. The company provides tailored solutions for Salesforce setup, administration, and optimization to help clients maximize efficiency and streamline their processes. Echo’s team includes experts in Salesforce's Nonprofit Success Pack (NPSP), offering support for various client needs, from volunteer management to data reporting.

Echo Technology Solutions

Information Technology and Services

Data Integration

Challenge

ECHO’s client, a non-profit organization, faced a significant challenge in synchronizing data between Salesforce, a leading CRM platform, and SQL Server, a robust relational database management system. The NGO required a solution to sync customer data into Salesforce CRM to enhance data visibility and enable more effective marketing via Account Engagement. Additionally, there was a need to send updated data back to the SQL Server to maintain consistency across systems.

Overall, the NGO required a solution that could handle the complexities of data extraction, transformation, and loading (ETL) while also managing conditional updates and inserts based on varying data conditions.

Solution

To address the client's needs, Echo proposed using Skyvia, a comprehensive integration tool known for its flexibility and ease of use. There was no need to apply advanced features like Data Flow; instead, the Import scenario was used. Skyvia transferred data between Salesforce and SQL Server in both directions, enabling users to sync data between the two systems.

The first step was configuring Skyvia to establish connections between Salesforce and SQL Server. Once the connections were in place, Echo created a series of Skyvia Tasks designed to handle the ETL processes efficiently. Skyvia's task creation process allowed to define and implement rules for data synchronization, including conditions for updating existing records and inserting new ones. This customization ensured that data was synchronized accurately according to the specific requirements of the client.

Data Pipeline Diagram

The primary focus of the synchronization was on customer data, which included several key fields:

  • Personal Information (e.g., name, date of birth)
  • Contact Information (e.g., phone numbers, email addresses)
  • Address Information (e.g., home address, shipping address)
  • Volunteer and Hosting Participant Data (e.g., volunteer status, event participation, hosting details)

This data was essential for improving customer relationships, enabling targeted marketing efforts, and managing volunteer and participant information effectively within Salesforce.

Results

The client experienced a significant improvement in data consistency and operational efficiency.

The implementation of Skyvia proved to be highly effective in resolving the client's data synchronization challenge. Echo successfully established a bi-directional data sync between Salesforce and SQL Server, ensuring that both platforms remained updated with the latest information. Skyvia's intuitive interface and powerful ETL capabilities facilitated smooth data transfers and minimized manual intervention.

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