Connect Salesforce to Redshift
Send Salesforce orders, invoices, customers and 714 more data types to Redshift on a schedule. Pick columns, filter by date and add your own filters. Refresh as often as every 15 minutes.
Redshift
schema salesforce
orderinvoicecustomercampaigntask- 712 more data types
How to connect Salesforce and Redshift
7 steps. You can preview the Salesforce data in Coupler.io before anything reaches Redshift.
Step 1 of 7
Connect Salesforce
Sign in to Salesforce and authorize Coupler.io. There's no API key to copy.
Sign in with Salesforce
Step 2 of 7
Choose a data type
Pick the kind of Salesforce data to export.
Show 32 more data types Show fewer data types
And 677 more data types.
Step 3 of 7
Choose what to export
Pick the Salesforce data you want in Redshift.
Show 32 more data types Show fewer data types
And 677 more data types.
Step 4 of 7
Fine-tune the export
Optional settings for this Salesforce export.
Step 5 of 7
Set the report period
Choose the date range the report covers.
Step 6 of 7
Connect Redshift
Enter your Redshift connection details, then the schema and table for the Salesforce data.
Show 3 more fields Show fewer fields
Step 7 of 7
Choose a write mode and schedule
Every run either replaces or appends the data in Redshift. Run it as often as every 15 minutes.
Each run drops and recreates order with fresh Salesforce data.
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Build your Salesforce integrations with these destinations
Get the most of Salesforce to Redshift integration
Gather data
Understand data
Automate data
Act on data
717 data types, including Order, Invoice, Customer, Campaign and Task.
You sign in to Salesforce and authorize Coupler.io. There's no API key to copy.
Yes. Set the start date and end date to cover the period you need. You can also filter by changed date.
Yes. Pick the columns you need, and only those reach Redshift.
Yes. Add filter conditions in the source settings to keep only the Salesforce records you need.
Yes. Custom SOQL lets you write a query instead of picking a ready-made data type.
Yes, if the database user has CREATE privileges. Coupler.io creates the salesforce schema and the order table on the first run.
With Replace, Coupler.io recreates order, so new Salesforce columns appear automatically. With Append, the table keeps its schema, so add the column yourself or switch to Replace.
On a schedule you choose, from monthly down to every 15 minutes, depending on your Coupler.io plan.
Yes. Add more sources to the same data flow, for example GoHighLevel or Pipedrive, and join or append them before the data reaches Redshift.
