Installation

Snowflake Account Prerequisites

To use the adapter, you must have a Snowflake account, preferrably in the same region as your Salesforce account.

  1. The Virtual Private Snowflake Edition is not supported, as Salesforce must be able to reach a public endpoint.

  2. If you use Network Policies in Snowflake, you must whitelist the Salesforce addresses for your region.

  3. You must create a Snowflake user which belongs to a role that can read the tables/views.

Salesforce Account Prerequisities

You will need to be a System Administrator to install the package and perform configuration steps.

The Omnata setup process leverages Lightning components, so your Salesforce installation must have My Domain configured. Most organisations will have this enabled in production already, but new development environments may require this step to be performed.

Package Installation

Snowflake for Salesforce can be installed directly from the Salesforce AppExchange by following this link.

The decision to install for Admins Only, All Users or Specific Profiles depends on the scenario. For an evaluation in a development environment, All Users can be included in the trial. In Production, it will depend on whether you intend for all users to be able to access Snowflake data, or just a subset of users.

You can always change these access settings later.