Automating Data Exports in Salesforce for Network Administrators

Salesforce is the most famous CRM system with the largest market share in the global market. However, it also conceals many other features that make Salesforce useful for network administrators. In particular, its Service Cloud is a perfect solution for network administrators as it allows registering all the related information on network monitoring.

Salesforce Service Cloud can be the fundamental base for creating and tracking service tickets with the reported issues and incidents within the network. Thus, network administrators within the company would always have instant access to the data. They can also export it to the analytics systems for discovering the most frequent patterns in service delivery.

This article explores the importance of Salesforce in network administration. It also reveals the most effective methods of organizing and analyzing data about network management with native Salesforce and third-party tools.

Understanding Salesforce Data and its Importance

Salesforce stores dozens of data types, but only some of them would apply to the network administration sector. Most probably, you’ll need to rely on the following objects:

• Cases
• Case History
• Asses
• Support history

Salesforce can be configured as a platform for network issues registration, incident tracking and management, and document resolutions. It can also be a central repository of historical data, facilitating continuous improvement in network operations.

Basics of Data Export from Salesforce

Exporting data from Salesforce to network monitoring and analytics tools is very common in network administration. There are several ways on how to export data from Salesforce:

1. Salesforce APIs
2. Salesforce Data Loader
3. Skyvia (data integration tool)
4. Data Export Wizard
5. Dataloader.io

Bringing data exports to the next level by automating introduces the following benefits to network administrators:

• Enhancing overall network management
• Improving efficiency
• Scheduled reporting on network performance and compliance
• Real-time network status
• Resource optimization

Automating Data Exports in Salesforce

Let’s have a look at the concrete example of automating Salesforce data exports with Skyvia. But first, we would like to present Skyvia as the best tool for that operation and list its advantages.

Skyvia is a universal SaaS cloud platform for performing a wide set of data-related tasks with a no-code approach. It easily tackles data integration procedures: import, export, replication, and synchronization. Skyvia also allows performing complex data transformations if the data structure of the destination system is different from that in Salesforce.

Now it’s time to reveal a step-by-step guide to export data from Salesforce with Skyvia:

1. Create an account or log into Skyvia.
2. Click New in the top menu and select Export.
3. Select Salesforce as a source and decide whether you want to save a CSV file on a computer or a storage service.
4. Click Add Task and select the object for export. Define the data column names in the resulting CSV file. Click Save.

5. Automate data export by clicking on Schedule and setting all the necessary parameters.

6. Click Create to save the integration.

This is the simplest scenario of data export with Skyvia. Consider that you can set up more complex integration scenarios for importing Salesforce data or synchronizing it with ServiceNow or Jira Service Management tools.

Integrating Automated Data Exports into Network Management

It’s possible to take network management to the next level by automating Salesforce data replication to the data warehouse. Skyvia supports all modern data warehouse platforms: Google BigQuery, Amazon Redshift, Microsoft Synapse Analytics, Snowflake, etc.

Data warehouses have powerful analytical and AI capabilities that work with vast amounts of data. This can greatly benefit your network management in the following ways:

• Analysis of cases can reveal the most frequent issues in the network and discover their roots.
• Revealing the ‘weak spots’ of the entire system (routers, switches, VPN gateways) and deciding whether they need a replacement.
• Training AI and ML models for predicting possible incidents and service downtimes.

Conclusion

Network administrators can benefit from Salesforce in managing and monitoring corporate networks. Exporting Salesforce data on case history, assets and support ticket history to other IT service management software or data warehouses opens new opportunities for network administrators. Skyvia helps to automate such data export to get timely analytics on network performance.

Also Read How To Choose the Best Data Modeling Solutions for Your Business