For the second time now I’ve had to implement a system that syncs from my system of record into Salesforce.com, the first at Heroku and now at Citus Data. The case here is pretty simple, I have a software-as-a-service, B2B product. It’s a homegrown application in these cases in Ruby, but could be Python, .Net, any language of your choosing. The problem is I don’t want to have to be rebuilding my own CRM, reporting, etc. on top of all of my internal database. And as soon as you’re at some reasonable size (sales guy of 1 or more) you need to be able to provide insights on what’s in that system of record database to others.
While my tooling isn’t a full fledged product by any means, here’s a bit of how I’ve developed this process a few times over and some of the annoying bits of code to help get you started. In this post I’ll walk through some of the basic datatypes, then we’ll follow-up with the overall architecture and tweaks you need to make to Salesforce, and finally we’ll provide some example code to help you create this setup yourself. Read on