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How Did CSL Enable a Cloud Health Check with Snowflake Integration?
CSL integrated Snowflake with Sales Cloud to assess system health and meet client expectations.
About the client:
The client assists IT leaders in harnessing the power of hybrid IT to transform their businesses. They accelerate digital transformation by increasing agility and scalability through infrastructure modernization and migration to the public cloud.
Industry:
Hi-Tech
Project:
Organization health check for Cloud services
Cloud-based service gets self-managed cloud infrastructure that helps product sales filter data, gain an overview, and make data-driven decisions for the business.
The Challenge
The client follows the practice of storing the product & invoice data on the Snowflake database. The client team used Salesforce to check the invoice data on respective accounts from each month and year.
The team wanted to know which products were invoiced monthly and yearly for clear reporting and overview, but they didn’t need to import all the data into Salesforce—just an overview.
The Solution
CSL delivered solutions to the client by performing the following tasks.
Established the REST API Integration with Snowflake database using Auth provider and named credential to fetch the required data.
Designed a customized component for the Account Record Page which displays the required information of product and invoice based on the product levels and invoice dates.
Manage the required permissions for users to provide access to product details.
Services Delivered
Sales Cloud
Snowflake Integration
Organisation Health-check
Technology Deployed
Salesforce Sales Cloud
Snowflake Database
Project Benefit
Following were the key benefits the client received after successful project delivery:
The client can differentiate product and invoice-related information on respective account records monthly and yearly along with sales numbers.
The client team can use the filters regarding payment status, month, year, and Monthly recurring revenue (MRR) / Net revenue retention (NRR).
Conclusion
Cloud Science Labs takes pride in successfully delivering the project expectations to the client serving in the Cloud-based industry. We are committed to delivering top-notch solutions to business problems through leveraging cloud services.
Do you wish to make your business processes simple or need expert guidance in doing so? At CSL, we bring global Salesforce expertise with local insight, helping UAE businesses modernize data systems, stay compliant, and accelerate digital transformation. Partner with CSL to turn your business challenges into success stories. Talk to our UAE experts today! Email us at digital@cloudsciencelabs.com Contact us today for a personalized consultation and demo.