ERP Automation Platform Optimized Salesforce Integration and Real-Time Data Sync with Skyvia

Challenge

As a leader in automation solutions, our client needed a reliable way to sync Salesforce data with its internal systems to ensure accurate, real-time insights. The company initially used a custom-built customer portal, allowing clients to access invoices, product details, and license keys. However, keeping this portal synchronized with Salesforce required a seamless integration solution.

Additionally, there was a need to efficiently replicate Salesforce data into BigQuery for further processing and analytics. Ensuring frequent, incremental updates without manual intervention was essential to maintaining data accuracy and operational efficiency across teams. Finding a solution that could handle these integrations without complex coding was a top priority.

Solution

The company initially used Skyvia to sync Salesforce with a custom-built customer portal. This portal provided customers access to invoices, product details, and license keys, ensuring that the portal’s database remained synchronized with Salesforce. While the company no longer uses that portal, Skyvia remains a core part of its data integration processes.

One of the key advantages of Skyvia is its low-code approach, allowing the team to handle most integrations without extensive coding. For cases where Skyvia does not natively support an integration, custom Python scripts are developed using the API directly.

A particularly valuable feature is incremental updates, which enable near real-time synchronization of Salesforce data into BigQuery. With updates scheduled every five minutes, any record changes are automatically pushed, ensuring the data warehouse remains consistently up to date.

The company relies on multiple replications in Skyvia to manage Salesforce objects such as Opportunities, Leads, Accounts, and Users. Data flows from Salesforce through Skyvia into BigQuery, acting as a bridge between the CRM and the company’s data warehouse. From BigQuery, the data is further distributed using custom connectors where needed to meet specific business requirements.

Results

Since implementing Skyvia, the company has seen significant improvements in operational efficiency. By ensuring Salesforce data is synced with BigQuery every five minutes, the company has created a seamless, real-time data flow that fuels better decision-making.

This reliable data synchronization has contributed to a “data flywheel” effect, where teams can easily access accurate data, trust its consistency, and continuously optimize processes. With BigQuery integrated into the Google ecosystem, teams can now generate dynamic Google Sheets and Slides that update in near real-time, eliminating manual data exports and enhancing reporting efficiency.

By centralizing multiple data sources in BigQuery through Skyvia, our client has streamlined data management, improved cross-team collaboration, and enhanced overall productivity.