Setup Snowflake Output Connector in Salesforce Analytics

This is by far the most useful integration for reporting and analytics teams, eliminating the need for any data pipelines between Salesforce and your Snowflake database.

Ryan Goodman
25 steps
50 seconds

Salesforce

Snowflake

Click Connections and then Output

Select Snowflake Output Connector

Enter your Connection Name. Note: Make sure to be descriptive for what the connection name is and what it will connect to. When you re-use this connection, its easy to for others to get confused how and when each connection is used. Here is a naming convention I used: In my example, I have a database I created in Snowflake: I entered “SNOW_OUT_GG_Salesforce_PUBLIC” It represents: Where the data is coming from: SNOW What direction the data is flowing: OUTPUT The Snowflake database name: GG_Salesforce| The Snowflake schema: PUBLIC

Enter your Developer Name and Description. NOTE: Typically, you want to copy my connection name to keep it consistent.

Enter Authentication Type: Leave authentication type to “Password” more details on authentication type is posted on More details [https://help.salesforce.com/s/articleView?id=sf.bi_integrate_connectors_snowflake_settings.htm&type=5](https://help.salesforce.com/s/articleView?id=sf.bi_integrate_connectors_snowflake_settings.htm&type=5)

Enter Username and Password: If you use “PrivateKey” Authentication type, enter your Private Key and Private Key Passphrase.

Enter your Account. TIP: The account name is the first segment in the domain in your Snowflake URL. For example, 123abc is your account name in //https://123abc.snowflakecomputing.com. The fastest and easiest way to locate this URL is to login to your snowflake instance and then logout. Snowflake will return you to the proper login page.

Enter your Warehouse and Role for Snowflake. Enter your Database and Schema for Snowflake. NOTE: This means each Database and Schema you would like to load will require a new connection

Press Save and Test

Success! We have completed 1 of 3 steps to succesfully sync your data out. Next, we are going to create a Salesforce Connection. This may seem counter intuitive to setup an input connection to sync out to Snowflake. This purpose for this next step is configuring what specific Salesforce objects and fields you will sync out.

Go to the Connections tab and Select Input

Select Salesforce Connector

Select the first object you would like to sync. In this scenario we searched for Opportunity

Select the checkbox next to "Opportunity"

Select the fields you would like to sync. TIP: You cannot select "All" fields unfortunately. Be mindful of Sensitive PII and other data points that you may not want to sync out if you are building for analytics use cases.

Click the edit pencil icon for any field As you can see you can update the label, default value and precision. This is less for synchronization to snowflake and more to aid you in Tableau CRM building flows.

When you have selected all of the fields you want available to sync out, click "Save"

Success! You have your Salesforce object defined. Before you sync the data out, lets select the connection mode to determine how the data needs to be prepared when you send it to Snowflake. " Proceed to the next step.

Click the Down arrow to the right of the status and select Edit Connection Mode

Select the Connection mode. I recommend Full Sync for daily sync. For more period Syncs during the business day. We recommend as a starting point, Periodic Full Sync. Click Save

Click the Down arrow to the right of the status and select Run Data Sync

Success. Your data is staged and ready to sync out to Snowflake!. Lets setup this job to push data out to Snowflake with a couple clicks!

For your Input Salesforce connection, click on the down arrow to show the menu and click Sync Out

Select Enable Sync Out then select the Snowflake output connection. Finally press Save

Rerun the data sync to test and confirm the output Sync works. Click Run Data Sync

Check your Snowflake schema where you should now see your table within the Schema. If for any reason you do not see your data there are a few things to consider. Notes on Snowflake Permissions To ensure your data ends up in Snowflake, I found that the Snowflake Schema needs the following permissions for the role used within my Salesforce configuration OWNERSHIP CREATE EXTERNAL TABLE CREATE STAGE CREATE TABLE SELECT - FUTURE EXTERNAL TABLE SELECT - FUTURE TABLE TRUNCATE - FUTURE TABLE UPDATE - FUTURE TABLE USAGE USAGE - FUTURE STAGE

If you are satisfied with the results, the last step is to schedule this process.

Select the interval that you would like the data from Salesforce to be synced out to Snowflake. Press Save

That's it! If you found this helpful, please share via social media. As always, share any feedback how we can make these step by step tutorials more helpful for the community.

Setup Snowflake Output Connector in Salesforce Analytics

This is by far the most useful integration for reporting and analytics teams, eliminating the need for any data pipelines between Salesforce and your Snowflake database.

Ryan Goodman
25 steps
50 seconds