Data Silos & Merchant Synchronization
Products Used
Sales Cloud
Client
Anonymous client
Since
Location
Prague, Czechia
Client Profile
Challenge
Our client needed to establish a synchronization process for aggregating merchant-level transaction data within Salesforce. The main challenges included:
- Data Fragmentation: Aggregated transaction data resided in a Data Warehouse, requiring synchronization with Salesforce.
- Integration Complexity: The automated synchronization had to be built externally on the client's side, requiring specialized architectural guidance from Maintask.
Solution
Solution: Maintask provided the necessary expertise to prepare the Salesforce environment for the data migration and synchronization. The solution focused on enabling the client to successfully build the automated synchronization.
- Data Model Extension: Modifying and adding objects and fields in Salesforce following analysis and agreement with the client.
- Data Discovery: Exploring existing Salesforce data and sample data from the data warehouse to ensure compatibility.
- Integration Setup: Setting up the integration user profile, permission sets, and connected app.
- API Support: Writing API documentation, providing code examples, and technical support for the automation build-out.
- Synchronization Testing: Conducting a synchronization dry-run against a Sandbox environment prior to production deployment.
Results
Results: Maintask’s concise architectural support delivered the foundational elements required for the client to proceed with its data strategy:
- System Readiness: The Salesforce Data Model was successfully extended and prepared to receive synchronized merchant data.
- Clear Guidance: The client received clear API documentation, code samples, and technical support to build the external synchronization.
- Reliable Data Sync: The groundwork was laid for synchronizing up to 1000 merchant records with aggregated transaction data.
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