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Salesforce

Salesforce is a cloud-based CRM platform for software and applications focused on sales, customer service, marketing automation, e-commerce, analytics, and application development.

Striim currently supports several readers that can read from different Salesforce applications.

The following table summarizes Salesforce applications and the different readers currently available:

Salesforce application

Striim reader

Functionality

Salesforce

Salesforce CDC Reader

  • This is Striim’s highest-performing Saleforce reader delivering a high throughput stream of real-time updates to Salesforce CRM data with ultra-low latency.

  • The Salesforce change data capture (CDC) events capture changes to records such as create and update, delete and undelete.

  • The CDC stream supports event streams in large volumes

  • This also supports Scheme Change detection

Salesforce Reader

  • Uses REST APIs to read Salesforce CRM data at configured refresh intervals

Salesforce Platform Event Reader

  • Uses Streaming APIs from Salesforce to read events published by Salesforce

Salesforce Push Topic Reader

  • Uses Streaming APIs from Salesforce to read events published by Salesforce. This is deprecated by Salesforce (see Salesforce documentation) and recommendation is to use Salesforce Change Data Capture (CDC)

  • Note: we will deprecate this reader in the next major release. Customers are advised to update their applications accordingly.

Salesforce Marketing Cloud Account Engagement

Salesforce Pardot Reader

  • Uses REST APIs to read Pardot data

For data transfer from Salesforce using Striim, the following are the different modes:

  • Initial Load: Loading historical data in Salesforce into the target

  • Incremental Load: Once Initial Load is complete, then load incremental updates to the target. This is usually through either through a

    • Pull mechanism with REST APIs pulling changes

    • Push mechanism with event-based mechanisms (usually more amenable to use cases which need near real-time data updates)

The following table provides a mapping of different use cases with the available Readers:

Salesforce data

Use case

Reader option(s)

Salesforce CRM data

Initial Load (IL) only

Salesforce Reader in IL mode

Initial Load followed by Incremental Load

Salesforce Reader in Automated mode

Initial Load followed by near real-time continuous sync to a single target

Automated IL > CDC sync using Salesforce (will use Salesforce CDC)

Initial Load followed by near real-time continuous sync to multiple targets

1 Striim app with Salesforce Reader + 1 Striim app with Salesforce CDC (or)

1 Striim app with Salesforce Reader + 1 Striim app with Salesforce Platform Event Reader

Salesforce Pardot data

Initial Load only

Salesforce Pardot Reader in IL mode

Initial Load + Incremental Load

Salesforce Pardot Reader in Automated mode