Sync Salesforce. Build a Customer 360.
Salesforce holds your most important customer data but it shouldn't be a silo. We sync Accounts, Contacts, Opportunities, Leads, and custom objects into your warehouse with full schema awareness, history tracking, and lineage. Result: a customer 360 finance and marketing will both trust.
What you can do with Salesforce + GrowMos
Customer 360
Stitch Salesforce accounts and contacts with product, billing, and support one record per customer, queryable by anyone.
Lead-to-Revenue Reporting
From form fill to closed-won modelled, attributed, and visible to finance and the board.
Multi-Touch Attribution
Paid, organic, sales activity, and product usage connected to closed revenue with lineage.
Account Health & Expansion
Push account health, churn-risk, and expansion-readiness back into Salesforce for sales and CS daily.
Capabilities, Not Buzzwords
Schema-Aware Sync
Fivetran / Airbyte connectors configured for your Salesforce schema including custom objects, fields, and picklist values.
History Tracking Preserved
We sync Salesforce field history so stage progression, ownership changes, and amount edits are queryable as a time series.
dbt-Modelled Marts
Staging → intermediate → mart models, with tests on every join and identity column. Tested against Salesforce.com.
Two-Way Sync, Used Wisely
We push warehouse insights back into Salesforce only where it actually helps sales and nowhere else.
Security & Compliance
OAuth setup, IP allowlists, encryption in transit, and PII handling per your data residency requirements.
Executive Dashboards
Pipeline, attribution, and account health visible in Power BI, Metabase, or your existing BI tool.
How a Salesforce Project Runs
Schema & Security Audit
We review your Salesforce schema, custom objects, integrations, and security model before any sync runs.
Pipeline Build
We configure the connector, run an initial backfill, and validate row counts against Salesforce reports.
Model & Test
We build the dbt models (Customer 360, opportunity history, lead-to-revenue) with tests on every join and identity column.
Activate & Operate
We push churn-risk and account health into Salesforce via Reverse ETL, ship dashboards, and document the system.
Salesforce FAQ
Which connector do you use Fivetran, Airbyte, or custom?
Mostly Fivetran for managed scale, Airbyte for customisation or cost-sensitive setups. We'll sometimes write a custom connector for large custom objects depends on the schema, not the vendor.
How do you handle custom objects?
We model every custom object in your schema, including picklist values, owner IDs, and history. The connector walks the schema at deploy time, so new fields are picked up on the next sync.
What about real-time vs. nightly sync?
Fivetran default is every 15 minutes. We often go lower for high-priority objects (opportunities, leads) and higher for archival data. Documented per-object in the runbook.
Can you work with our existing Salesforce admin?
Yes and we recommend it. We need OAuth setup, security review, and field-level access grants. Your admin owns SSO, profiles, and permissions; we own the warehouse side.
Get Salesforce out of
its silo.
Book a free briefing. We'll review your Salesforce schema, downstream reporting, and goals and show you what a real customer 360 looks like in 4–6 weeks.