Companies using Salesforce know why it’s arguably the best CRM on the market: it’s flexible, it’s customizable—it’s a powerful system. It stores and generates a ton of data, but one thing it’s not, is a data warehouse.
Snowflake is a popular option for many organizations that want to set up a cloud-based data warehouse, but how do you get all the data from Salesforce to Snowflake? Manually exporting, preparing, transforming, loading, etc., all of a company’s CRM data is a complicated and time-intensive process—even for someone with data management experience.
But there’s an easier way.
Using your Free Talend Cloud Trial, follow this Salesforce-to-Snowflake tutorial to build your own flow get Salesforce data into Snowflake in minutes. This how-to guide will help you access, extract, and filter data (Opportunities, Contacts, and Accounts) from Salesforce.com, and write filtered results to Snowflake.
Prerequisites
Setup
Snowflake Account Setup
You should already have a Snowflake Trial Account. Follow these steps to configure your Snowflake Trial Database to integrate with the example jobs:
- Follow Snowflake guidelines to create a new warehouse named TRIAL_WH and grant full privileges to the PUBLIC Role
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Salesforce Account Setup
To utilize the features of this demo you will need to create a Salesforce Developer Account. This is a free account with no restrictions that contains sample Salesforce data that will be used for this demo.
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- To create a Salesforce Developer account, follow the below link and submit your information: https://developer.salesforce.com/signup
- Log in to your Salesforce Developer Account.
- We recommend switching to the Salesforce Classic View. The instructions are also relevant to the Lighting View.
- Create/Reset your personal security token by navigating to My Settings -> Personal -> Reset My Security Token.
- You will receive a new security token, sent to the email used during registration, that will allow you to access Salesforce from the Talend Jobs.
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Talend Cloud Setup
Talend offers a FREE trial of Talend Cloud to start your cloud integrations. Included with the trial are examples of how you can use Talend Cloud to achieve your cloud integration strategies.
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- Create Talend Cloud Trial Account for a FREE trial
- Log in to your Talend Cloud Account.
Salesforce to Snowflake Execution
Simple Execution (Using Talend Cloud)

Image 1: Advanced – Snowflake Trial – Salesforce.com Load (Step 1 of 2)

Image 2: Advanced – Snowflake Trial – Salesforce.com Load (Step 2 of 2)
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Salesforce Example
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- Log in to Talend Cloud and locate the sample Salesforce Jobs in the Samples Pane.
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- Advanced – Snowflake Trial – Salesforce.com Load (Step 1 of 2)
- Advanced – Snowflake Trial – Salesforce.com Load (Step 2 of 2)
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- Click on each example listed above to view more information about the job. When ready, import the sample job into your personal workspace by clicking on the Try It button.
. - When the jobs are imported into your workspace, you will be prompted to fill in the necessary connection information to connect to your account(s).
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[style-table]Connection Name Parameters Snowflake Account: <YourSnowflakeAccount>
UserName: <YourSnowflakeUserName>
Password: <YourSnowflakePassword>
Warehouse: TRIAL_WH
Schema: PUBLIC
Database: SALESFORCE
Salesforce Username: <YourSalesforceUserName>
Password: <YourSalesforcePassword>
Security Key: <YourSalesforceSecurityKey>
[/style-table] .
- If you are not prompted to or need to modify your connection information at any time, you can follow the steps below:
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- Navigate to “Manage” and “Connections” under your personal workspace.
- In Talend Cloud, click on the individual connections listed above and edit the connection parameters with the appropriate information based on your individual account(s). Save the changes.
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- Navigate to Flows on the Talend Cloud menu. In the Workspaces Pane, click on the Personal Folder and, from the listed flows on the right, choose the flow named Advanced – Snowflake Trial – Salesforce.com Load (Step 1 of 2). From this view you can review the Flow Description Information, Run the flow, and see the Flow’s Run History.
. - Click on Builder. The Builder view will provide additional details, allowing you to change/update the Job that the flow executes. You will also see the Parameters required to execute the job.
. - Click on Go Live. The Go Live view will ask for connection details. Here, under the Snowflake Connection, specify the Snowflake connection from the dropdown.
. - From this view you can also select the Cloud Runtime and schedule the execution. Leave the default values and click Go.
- This flow will execute and create the necessary Database and Tables in your Snowflake Trial Account necessary to load the Salesforce Data.
- When complete, check your Snowflake account to confirm the SALESFORCE Database and 3 Tables have been created.
. - Now, back in Talend Cloud, navigate back to the Flows view and select the Flow named Advanced – Snowflake Trial – Salesforce.com Load (Step 2 of 2). Again, review the Flow Description, Run Details and Run History.
. - Click on Builder and then Go Live.
. - Here you will need to specify 2 Connections (the two connections you configured earlier)
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- Salesforce Connection: Salesforce
- Snowflake Connection: Snowflake
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- Keep the default values in the Schedule Pane and click on Go.
- This job will truncate any data in the Snowflake tables that were generated in the previous job before loading all the Opportunities data from Salesforce into Snowflake.
- You can confirm the data load by navigating to your Snowflake instance and see the data loaded from Salesforce.
- Log in to Talend Cloud and locate the sample Salesforce Jobs in the Samples Pane.