SCALABLE DATA ACCESS WITHOUT ADDITIONAL LICENSES
OVERVIEW
A global organization relied on Salesforce as the system of record for real estate projects, facilities, and milestones, but many downstream teams required read-only access for reporting and analytics. Providing additional Salesforce licenses was costly and unnecessary.
Fiduciary Tech delivered a scalable data-sharing solution that expanded access, reduced costs, and enabled near-real-time reporting without increasing platform licenses.
THE CHALLENGE
While thousands of users actively worked in Salesforce, hundreds of additional stakeholders needed visibility into project and facility data for analytics and decision-making.
Without direct access, teams depended on manual report requests or lacked timely data altogether. This created bottlenecks, operational inefficiencies, and inconsistent reporting across the organization.
OUR SOLUTION
Fiduciary Tech designed a cloud-native data distribution architecture that decoupled data consumption from Salesforce user access.
By intentionally exposing only approved objects and fields—using configurable metadata to exclude sensitive or restricted information by default—we enabled downstream teams to subscribe to and report on trusted data independently. This was achieved without impacting Salesforce performance or incurring additional licensing costs. The solution balanced governance, flexibility, and scalability while supporting multiple data refresh cadences based on business needs.
KEY FEATURES
• Metadata-Driven Controls: Configurable data selection to ensure governance.
• Automated Extraction: Custom application logic for seamless Salesforce data extraction.
• Flexible Synchronization: Support for both scheduled and near-real-time data syncs for critical fields.
• Secure Delivery: Direct delivery to cloud storage and enterprise analytics platforms.
• Reusable Pattern: A scalable integration framework ready for future use cases.
GLOBAL IMPACT/RESULTS
• Cost Savings: Enabled secure, read-only access for hundreds of downstream users without requiring additional platform licenses.
• Efficiency: Reduced reliance on manual reporting requests and intermediaries, significantly improving data availability.
• Versatility: Supported both near–real-time and daily data consumption patterns to meet diverse analytics needs.
• Scalability: Established a cost-efficient data distribution model extensible to other enterprise systems.
TECHNOLOGIES & SERVICES
Salesforce Apex: Custom data extraction and orchestration
AWS S3: Secure cloud storage for exported datasets
AWS Redshift: Enterprise data warehousing and analytics
AWS AppFlow: Automated data movement between cloud services
Custom Metadata: Configurable control over shared objects and fields
CONCLUSION
By separating data access from application access, Fiduciary Tech helped the client scale reporting and analytics without increasing platform complexity or cost. This solution positioned Salesforce as a reliable system of record while empowering the broader organization with timely, governed data—creating a flexible foundation for future growth, analytics, and cross-system integration.