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Connect Salesforce to Snowflake

Build an AI agent that works across Salesforce and Snowflake, on a schedule or when you click Run.

24 source actions
7 target actions
Reverse direction supported

Why Connect Salesforce & Snowflake?

Read what you need from Salesforce

Your agent uses Salesforce's documented actions to pull the records it needs, each time it runs.

Run a Snowflake action

Then it uses one of 7 documented actions, such as Execute SQL Query, Insert Multiple Rows, Insert Single Row.

Test it, then put it on a schedule

Run it once on your own data and check the result. Then set it to run daily, on weekdays or weekly.

Available Triggers & Actions

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Salesforce

Triggers (10)

Case Updated (Instant, of Selectable Type)

Emit new event when a case is updated. See the documentation

webhook
Email Template Updated (Instant, of Selectable Type)

Emit new event when an email template is updated. See the documentation

webhook
Knowledge Article Updated (Instant, of Selectable Type)

Emit new event when a knowledge article is updated. See the documentation

webhook
New Case (Instant, of Selectable Type)

Emit new event when a case is created. See the documentation

webhook
New Deleted Record (Instant, of Selectable Type)

Emit new event when a record of the selected object type is deleted. See the documentation

webhook
New Email Template (Instant, of Selectable Type)

Emit new event when an email template is created. See the documentation

webhook
New Knowledge Article (Instant, of Selectable Type)

Emit new event when a knowledge article is created. See the documentation

webhook
New Outbound Message (Instant)

Emit new event when a new outbound message is received in Salesforce.

webhook
New Record (Instant, of Selectable Type)

Emit new event when a record of the selected object type is created. See the documentation

webhook
New Updated Record (Instant, of Selectable Type)

Emit new event when a record of the selected type is updated. See the documentation

webhook

Actions (24)

Add Contact to Campaign

Adds an existing contact to an existing campaign. See the documentation

Add Lead to Campaign

Adds an existing lead to an existing campaign. See the documentation

Convert SOAP XML Object to JSON

Converts a SOAP XML Object received from Salesforce to JSON

Create Account

Creates a Salesforce account. See the documentation

Create Accounts (Batch)

Create multiple Accounts in Salesforce using Bulk API 2.0. See the documentation

Create Attachment

Creates an Attachment on a parent object. See the documentation

Create Campaign

Creates a marketing campaign. See the documentation

Create Case

Creates a Case, which represents a customer issue or problem. See the documentation

Create Case Comment

Creates a Case Comment on a selected Case. See the documentation

Create Contact

Creates a contact. See the documentation

Create Content Note

Creates a content note. See the documentation and Set Up Notes.

Create Event

Creates an event. See the documentation

Create Lead

Creates a lead. See the documentation

Create Note

Creates a note. See the documentation

Create Opportunities (Batch)

Create multiple Opportunities in Salesforce using Bulk API 2.0. See the documentation

Create Opportunity

Creates an opportunity. See the documentation

Create Record

Create a record of a given object. See the documentation

Create Record

Create a new Salesforce record of any object type. Use **Describe Object** first if you're unsure what fields are available or required. For picklist fields, use the API value from **Describe Object**, not the display label. **Common required fields:** - Account: Name - Contact: LastName - Lead: LastName, Company - Opportunity: Name, StageName, CloseDate - Case: Subject - Task: Subject - Event: Subject, StartDateTime, EndDateTime To add a Contact/Lead to a Campaign, create a CampaignMember: {"CampaignId": "701xxx", "ContactId": "003xxx"} or {"CampaignId": "701xxx", "LeadId": "00Qxxx"}.

Create Task

Creates a task. See the documentation

Create User

Creates a Salesforce user. See the documentation

Delete Note Or Content Note

Delete a note or content note from a Salesforce record. See the documentation

Delete Opportunity

Deletes an opportunity. See the documentation

Delete Record

Permanently deletes a Salesforce record (moves to Recycle Bin for 15 days). Use **SOQL Query** to find the record ID if you only have the record name.

Delete Record

Deletes an existing record in an object. See the documentation

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Snowflake

Triggers (12)

New Row

Emit new event when a row is added to a table

polling
New Query Results

Run a SQL query on a schedule, triggering a workflow for each row of results

polling
Failed Task in Schema

Emit new events when a task fails in a database schema

polling
New Database

Emit new event when a database is created

polling
New Deleted Role

Emit new event when a role is deleted

polling
New Deleted User

Emit new event when a user is deleted

polling
New Role

Emit new event when a role is created

polling
New Schema

Emit new event when a schema is created

polling
New Table

Emit new event when a table is created

polling
New Update Role

Emit new event when a role is updated

polling
New Update User

Emit new event when a user is updated

polling
New Usage Monitor

Emit new event when a query is executed in the specified params

polling

Actions (7)

Execute SQL Query

Execute a custom Snowflake query. See our docs to learn more about working with SQL in Mazaal AI.

Insert Multiple Rows

Insert multiple rows into a table

Insert Single Row

Insert a row into a table

List Database Options

Retrieves available options for the Database field.

List User Name Options

Retrieves available options for the User Name field.

List Warehouse Name Options

Retrieves available options for the Warehouse Name field.

Query SQL Database

Execute a SQL Query. See our docs to learn more about working with SQL in Mazaal AI.

Integration Features

24 documented Salesforce actions
7 documented Snowflake actions
Plain-English agent instructions
Daily, weekday or weekly schedule, or run on demand
Execution monitoring
A supported Snowflake to Salesforce direction

Capability Examples

Salesforce trigger → Snowflake action

Catalog example
SalesforceSalesforce

Case Updated (Instant, of Selectable Type)

SnowflakeSnowflake

Execute SQL Query

Snowflake trigger → Salesforce action

Reverse direction
SnowflakeSnowflake

New Row

SalesforceSalesforce

Add Contact to Campaign

How It Works

1

Connect Apps

Authenticate your Salesforce and Snowflake accounts

2

Describe the Job

Say what to read from Salesforce and what to do in Snowflake

3

Choose an Action

Select the documented Snowflake operation to run

Test and Review

Verify field mapping and provider responses before activation

Frequently Asked Questions

Integration Benefits

Scheduled or On-demand Runs

Runs daily, on weekdays or weekly at a set time, or when you click Run. It does not fire on live Salesforce events yet.

Automated Actions

Use 7 documented Snowflake actions each time the agent runs.

Provider Authentication

Review the authentication requirements published by each provider before activating the workflow.

Guided Configuration

Describe the job in plain English. The agent picks theSalesforce and Snowflake actions it needs.

Your Own Accounts

You connect your own Salesforce and Snowflake accounts. App connections need a paid plan.

Execution Review

Test the workflow and review provider responses before relying on it in production.

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Reverse Integration Available

Also connect Snowflake to Salesforce for bidirectional automation

View Integration
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All Salesforce Integrations

Explore all available Salesforce connections

View All Integrations
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All Snowflake Integrations

Explore all available Snowflake connections

View All Integrations

Ready to Connect Salesforce & Snowflake?

Build this agent in Mazaal AI and test it on your ownSalesforce and Snowflake data.

Start building

Rather not build it yourself? We set up one Salesforce to Snowflake agent on your accounts for A$490: a 30-minute call, a test on your real data, and 14 days of fixes. Plan billed separately. Email Enod