You might have a tonne of data in your Salesforce application. Do you realize how much of a help it can be to you to optimize business operations and improve customer engagement? For that, you need a fully managed and cost-effective database like Amazon Aurora.

Salesforce to Amazon Aurora data replication helps you make a backup of Salesforce data. It also helps you to centralize data from other data sources. And, you get the benefits of moving data to a scalable and performant database. In this blog, I will walk you through three methods for replicating data from Salesforce to Amazon Aurora. 

This will help you get a comprehensive view of whether it’s worth moving all the data to a centralized platform like Amazon Aurora. Let’s get started?

Method 1: Using the Salesforce Data Loader

The Salesforce Data Loader is a tool that can be used to export Salesforce data to a variety of formats, including CSV and JSON. This data can then be imported into Amazon Aurora using a variety of tools.

Here are the detailed steps for each step using the Salesforce data loader:

  • Install the Salesforce Data Loader: You can download this free tool from the Salesforce website.
  • Create a connection to Salesforce: In the Salesforce Data Loader, click on the “Connect” button and enter your Salesforce login credentials.
  • Select the objects that you want to export: Select the objects you want to export in the “Select Objects” dialog box.
  • Choose a format for the exported data: The Salesforce Data Loader can export data in various formats, including CSV and JSON.
  • Export the data to a file: Use the export button to export the data to a file.
  • Import the data into Amazon Aurora: To import the data to Amazon Aurora, you need to use a third-party tool like AWS Data Pipeline.

Once the data has been imported into Amazon Aurora, you can use it to perform analytics, reporting, and integration with other applications. The limitations of this method are,

  • Manual records are limited to a monthly level.
  • Scheduling can only be done through Command Line Interface (CLI).

Method 2: Using the Salesforce API

The Salesforce API can be used to programmatically export Salesforce data to Amazon Aurora. This method can be more complex than using the Data Loader, but it offers more flexibility.

The steps involved in that are,

  • Make a Salesforce API developer account: Visit the Salesforce Developer website to create a Salesforce API developer account.
  • Generate OAuth credentials: You can access Salesforce API using these credentials. You can generate them once you have created a developer account.
  • Install the Salesforce CLI: The Salesforce CLI is a command-line tool that helps you to interact with the Salesforce API. You can install this by following the instructions given on the Salesforce website.
  • Create a connection with Amazon Aurora: Next step is to create a connection to Amazon Aurora. You can create a connection using the AWS CLI.
  • Write a script to export Salesforce data to Amazon Aurora: The script is needed for using the Salesforce API to export Salesforce data to Amazon Aurora. You can find examples of such scripts on the Salesforce website.
  • Run the script: You can run the script once you are done with the writing to export Salesforce data to Amazon Aurora.

Once the data has been exported to Amazon Aurora, you can use it to perform analytics, reporting, and integration with other applications. Although the method sounds fine, there are some limitations that Salesforce imposes for using APIs for data replication which are,

  • Concurrent API request limits
  • API timeout limits
  • Total API request allocations

Here is the importance of a third-party tool that can perform all the replication for you. 

Learn more about Salesforce Connect.

Method 3: Using a Third-party Tool

The highlight of using a third-party automated tool like Hevo Data is that it can free up the cost spent on your engineering team’s bandwidth. And these tools come in handy with features to make the integration process faster and more efficient. The benefits of using Hevo are,

  • Ready to use: You can set up the pipelines in minutes and replicate data with native integrations to 150+ data sources. For others, Hevo offers webhooks or REST APIs.
  • Fully automated and managed: Hevo handles automatic schema changes in the incoming data with its easy-to-use automapping feature. And there is no infrastructure to manage. It is easy to autoscale with an increase in the volume and velocity of data.
  • Security: Hevo ensures secure data integration (SOC II, GDPR, and HIPAA compliant.
  • Best customer support: You get 24/7 support via chat/mail for any issues you face. 

With Hevo, you can set up the Salesforce to Amazon Aurora pipeline in a matter of minutes. Let’s see how it’s done.

Step 1: Configure Salesforce as a source

          Configure Salesforce as a Source

                                         

Step 2: Configure Amazon Aurora as the destination

Configure Amazon Aurora as the Destination

What Can You Achieve with Salesforce and Amazon Aurora Migration?

Salesforce to Amazon Aurora integration can help you with the following benefits:-

  • Deeper customer insights: This will enable you to track customer interactions and provide a personalized customer experience using the advanced analytic insights you can derive from the integration. You can leverage the Parallel Query feature of Aurora to run multiple queries against your database in parallel. 
  • Better sales performance: Salesforce data can help you to improve your sales performance faster by identifying trends and moving all the data to Amazon Aurora for further analysis. You can leverage Amazon Aurora Global Databases feature that allows you to replicate your database across multiple AWS regions.

That’s it about the benefits of replicating data from Salesforce to Amazon Aurora. Now, let’s wrap it up!

Conclusion

Amazon Aurora is a database help to keep a backup of your data in Salesforce. This will help you to derive faster insights to optimize business operations and improve customer engagement. There are three ways to replicate data from Salesforce to Amazon Aurora. You can use a Salesforce data loader, Salesforce APIs, or a third-party tool like Hevo Data. 

While using the Salesforce data loader, manual records are limited on a monthly level while using this. Also, scheduling can only be done through Command Line Interface (CLI). The disadvantages of using Salesforce APIs include some limitations, like concurrent API request limits, API timeout limits, and total API request allocations. An automated data integration tool wouldn’t have any of the limitations. You can save your engineering bandwidth spent on creating and monitoring data pipelines. Hevo Data is one such tool having a foolproof architecture for data integration.

Visit our Website to Explore Hevo

It has pre-built integrations with 150+ sources. You can connect your SaaS platforms, databases, etc., to any data warehouse you choose, without writing any code or worrying about maintenance. If you are interested, you can try Hevo by signing up for the 14-day free trial.

Anaswara Ramachandran
Content Marketing Specialist, Hevo Data

Anaswara is an engineer-turned writer having experience writing about ML, AI, and Data Science. She is also an active Guest Author in various communities of Analytics and Data Science professionals including Analytics Vidhya.

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