Structuring Data with Salesforce Data Pipelines

Have you heard of Salesforce’s newest asset? Salesforce Data Pipelines is a new product that transforms your CRM data within Salesforce. With Data Pipelines, you can easily consolidate customer and market data that would normally be scattered across multiple systems inside your company. Because even when you use a CRM platform, you might require data from external systems to benchmark your sales figures etc. Salesforce Data Pipeline is the perfect way to gather and enrich this information without ever having to leave the Salesforce platform. So, let’s read all about structuring data the right way: introducing Salesforce Data Pipelines

Data is Everything

Companies who are data-driven are more likely to attract and retain customers. That’s because they’re 15 times more likely to deliver value to those customers. Why, you ask? Because they are using the right data at the right time, and in the right place. These companies are better at using this data to understand their customer’s perspective, to interact with them and to offer them the right value. Hence, they are better at building a competitive advantage than companies that don’t use data.

So, data is everything. But what’s more important: data is everywhere. Integrated CRM has been around for some time now. But understandably, not every organization has already implemented such system. The result? Many of us are still working with ERP systems, CRM systems and independent metrics functioning alongside each other instead of syncing. However, a one-size-fits-all solution to gather your data in one place, is unrealistic. That’s because every business is unique, and your data structure is most likely built around your specific way of operating.

Even if most of your data is already in your CRM, often it’s not in the right format to be used by departments that face the customer. Subsequently, every department is using different sets of data, or no data at all, to interact with your audience and with each other. In other words, you endanger the smooth end-to-end experience for your buyer and internal alignment between your teams. Here, you’re missing a crucial advantage that marketing automation tools like Salesforce can offer you.

73% of shoppers use multiple channels during their customer journey and 75% of them expect a consistent experience whenever they engage with a company. A practical commerce cloud solution will share service and data models leveraged throughout all direct interaction channels. It will introduce you to a collective view of your products, customers, promotions, inventory, interactions, and stores. Additionally, every channel can utilize services like merchandising and transaction management to offer a seamless, personalized experience across the entire spectrum.

Why Salesforce Data Pipelines?

As a Salesforce Admin, you’re probably familiar with requests like these:

  • “This data is not in our CRM, can you please add it?”
  • “This data is not up to date, can you please find a way to refresh it?”
  • “I need data set X, do you know if we are actually tracking/gathering that set?”

Shortly put, people revert to the Salesforce Admin to solve problems that are out of his hands in the first place. External tools might be involved, sometimes even a whole new IT project to start gathering and structuring the data that’s needed. The result is that the Salesforce Admin is often blamed for not providing the right or enough data without it being his fault.

So, how to avoid that? Most Salesforce Admins extract the data out of Salesforce, shape it externally using third-party tools and then import it back into Salesforce. This process is more often expensive, than it is useful. It requires coding, subscriptions to external applications, and you risk ending up with a fragile or underperforming result.

But what if you could just keep your data in your CRM, and bring in the missing pieces from external tools into Salesforce, too? That’s where Salesforce Data Pipelines comes in.

“Data Pipelines is a spinoff of the well known Salesforce Tableau CRM, the native analytics solution inside Salesforce since 6 years. We’ve taken the data connectivity and preparation level of Tableau, and used it as a base for Pipelines. As a result, Salesforce Data Pipelines is in essence, a largely field-tested solution with the new, innovative ability to write back data structures into the places where you need them to be,”

How does it work?

Actually, Salesforce Data Pipelines is a Data Manager. But a powerful one at that. The ETL tool is native to your CRM and lets you structure data without having to leave Salesforce. All this while allowing you to bring in external data from third-party tools. The result is a system to quickly transform data on a great scale and unify it, wherever it is using 50 out of the box connectors. What’s more, you don’t have to kick-start a new IT project: the point and click method of Salesforce Data Pipelines lets any Admin easily build data structures himself.

The new feature allows you to schedule and monitor different data sets within Salesforce itself. Using this data, you can build Recipes or data transformation jobs. That’s just as easy as it sounds: with a point and click editor, you can see previews of this data through every step of the process. With these Recipes, you can shape your data to fit your needs. From predicting missing values and clustering tot detecting sentiments, and so on.

So, what’s the exact advantage of Salesforce Data Pipelines for your business? The feature allows you to quickly and effectively gather both internal and external data. You can then structure, refresh and implement it to your will. No more third-party data warehouses, extensive import and exports, or repetitive IT projects. No more outdated information and fewer inquiries and complaints from other departments. Even if you’re not the one to blame. What’s more: your organization can now use this information in a more structured way to target customers and offer them a smooth end-to-end customer experience.

In short

  • Gathering and structuring data can be complex and time consuming. Especially when you’re using third-party systems.

  • Salesforce Data Pipedrives is a new feature specifically designed to move this process in-house, never having to leave the Salesforce platform.

  • The feature makes it easy to import third-party data with the help of +50 out of the box connectors.

  • With the data you have, you can build Recipes or data transformation jobs to predict missing values, cluster information, detect sentiments, and more

  • Building data structures in Salesforce Data Pipelines yourself is easy thanks to the point and click editor.

  • With Salesforce Data Pipelines, you reduce project costs and unnecessary inquiries to your Salesforce Admin.

  • The feature paves the way to structuring your data so that your organization offers a smooth end-to-end customer experience. This then leads to higher conversion and retention, helping you build a competitive advantage.

  • Salesforce Data Pipedrives is a spinoff of the renowned Salesforce Tableau, so the feature has had extensive field training over the past 6 years.

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Token Valuation Matrix

Optimizing Value with Managed Services Tiers – Explore the Token-to-Metadata Conversion Rates

METADATA TYPE

TOKENS

Custom Object

200

Custom Field

100

Complex Custom Field

300

Workflow

200

Process Builder (Simple)

200

Process Builder (Complex)

300

Flow (Simple)

200

Flow (Complex)

800

Approval Process

200

Email Template (Classic)

100

Email Template (Complex)

300

Sharing Rule

100

Assignment Rule Entry

100

Simple Config

100

Report

200

Dashboard

200

Duplicate Rule

100

Matching Rule

100

Entitlement Process

300

Milestone

200

Milestone attached to Entitlement

100

Layout

200

ListView

100

QuickAction

200

RecordType

200

Sales, Support, Lead Process

300

Validation Rule

100

Simple Trigger

700

Visual Force

800

LWC

800

Aura

800

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