Omnata Salesforce Plugin

Omnata Sync for Salesforce CRM APIs is a simpler and lower-cost alternative to integration via Salesforce Data Cloud.

**Salesforce CRM plugin features:**

- Supports Salesforce industry clouds built on the core CRM product
- Uses REST and Bulk API to optimize performance
- Supports the ingestion of formula fields to Snowflake
- Supports advanced outbound API functions like Merge Records
- Interact in real-time with Salesforce via Omnata [functions](https://docs.omnata.com/omnata-product-documentation/omnata-sync-for-snowflake/apps/salesforce#functions)

## **About Omnata**

Omnata is a bi-directional integration app for syncing data to and from SaaS endpoints and databases.

Omnata runs inside your account leveraging external access to connect directly to endpoints. We don’t handle your data or credentials in any external infrastructure.

**Value of our approach**

- Lower the cost of integration with no data volume charges
- Simplify your integration architecture with one app for both sync-directions
- A superior architecture for cyber-security conscious customers

**App features**

- Manage many apps, connections and syncs in one central location.
- A rich admin UI to understand sync status, trace record-level activity history, and troubleshoot errors.
- Fine-grained controls to optimize API and workload performance
- Git-style config branching and dbt integration.

## To get started with Omnata

1. Install the [Omnata Sync Engine](https://app.snowflake.com/marketplace/listing/GZSUZ13JOEUG/omnata-omnata-sync-engine) (free listing)
2. Install the Omnata Plugin for each SaaS apps you want to connect to

This plugin is for Salesforce CRM and is a Standard tier paid plugin that is built, maintained and supported by Omnata.

The product UI will step you through app installation, connecting to your app and creating syncs. You can also [visit our docs](https://docs.omnata.com/omnata-product-documentation/omnata-sync-for-snowflake/step-by-step-guides) for a step-by-step guide.

**Omnata plugin features:**<br/>• Supports inbound and outbound data syncs.<br/>• Direct connect from Snowflake with no outside infrastructure.<br/>• Full-featured sync admin and management UI<br/>• Leverage branching mode to test outbound syncs to a sandbox instance before merging to production

**Pricing**

Omnata plugins are billed a flat daily price when syncs are active. There are no charges for the number of sync configurations, sync runs, or data-volume. For more information on pricing visit [omnata.com](https://omnata.com/pricing/sync-for-snowflake)

搜集汇总

背景与挑战

背景概述

Omnata Salesforce Plugin是一个用于Salesforce CRM集成的双向同步应用，提供比Salesforce Data Cloud更简单、低成本的替代方案。它支持实时交互、无数据量计费，并包含完整的管理界面，可直接在Snowflake中运行，无需外部基础设施。