Using Salesforce-Native SOQL in Matillion

Many data teams need to replicate Salesforce data to Snowflake and other data platforms to serve business analytics needs. Matillion is a platform that allows data people of a variety of technical backgrounds to collaborate in the same workspace.

In this blog, you’ll learn how Matillion users can easily use native SOQL to query data out of Salesforce and store it into Snowflake.

Simple Data Loading

When working with Salesforce Developers and Admins, I’ve frequently received questions like “How could I do a lookup or a join to replicate data from parent or linked objects?”

Matillion makes answering this question easy. Just use SOQL!

Let’s start simple and replicate some data from the Accounts object in Salesforce. With Matillion’s code-optional, point and click interface, all you need to do is…

Choose your Salesforce Table:

Choose your columns:

And run the pipeline!

SOQL

We’ve covered the simple point and click path. Now, a more powerful way to replicate Salesforce data.

By inspecting the Matillion-Salesforce Data Model, you’ll find a connection option called QueryPassthrough. By setting this connection option to true, you can start to write SOQL queries directly in the Matillion SQL IDE.

A simple use case – I need to bring a list of Accounts into Snowflake, as well as the name of the Account Owner. In Salesforce, the Accounts table stores an OwnerId. With SOQL, we can do a simple lookup to retrieve the Account Owner.

In this blog, you learned how Matillion makes it easy for Salesforce Gurus to bring their data into a Cloud Data Warehouse using their existing skillset.

Not using Matillion yet? Check out a 2 week free trial (Snowflake included) today!