Bruin Academy
Guide
Build a Salesforce to Snowflake ELT Pipeline with Bruin
Set up Bruin Cloud connections, connect a project repo, configure Slack and a Bruin agent, then build a Salesforce to Snowflake ELT pipeline with Bruin CLI, Bruin MCP, and operational agent skills.
What
Build a production-shaped Salesforce to Snowflake ELT pipeline with Bruin Cloud, Bruin CLI, Bruin MCP, Slack, and a Bruin agent.
- A single prompt creates a Salesforce to Snowflake pipeline
- The agent maps Salesforce objects and creates Bruin
ingestrassets for the bronze layer - The agent builds silver and gold Snowflake models for reporting
- Bruin Cloud runs the pipeline, shows lineage, and sends failed-run Slack notifications
- Optional Salesforce activation and self-healing skills can be added after the reporting layer is trusted
How
- Create Cloud connections for Salesforce and Snowflake
- Initialize a Bruin project and connect it to Bruin Cloud
- Add agent instructions, build bronze ingestion, backfill once, and switch to incremental runs
- Add silver and gold models, connect the Slack agent, hand it the final one-shot prompt, then add optional operational skills
The demo repo uses synthetic credit union records because it needed realistic Salesforce data for the video. The same setup works for any Salesforce data: RevOps, sales, support, customer success, marketing operations, finance, or custom Salesforce objects.
Before you start
- A Salesforce org with API access
- A Snowflake account, warehouse, database, and role for the pipeline
- Bruin CLI installed
- Bruin MCP configured for your AI coding tool
- A GitHub repo connected to Bruin Cloud through Create a Project
- Slack connected through the AI agent and Slack setup
Guide overview
- 1Create Bruin Cloud ConnectionsCreate the Salesforce and Snowflake connections the pipeline and agent will use.
- 2Initialize the RepoCreate the Bruin project structure and add the baseline pipeline configuration.
- 3Connect the Repo to Bruin CloudPush the repo, create the Bruin Cloud project, and enable the Salesforce pipeline.
- 4Add Agent InstructionsCreate the project-level AGENTS.md so the AI agent understands the pipeline, schemas, tooling, and safety rules.
- 5Build the Bronze LayerCreate Bruin ingestr assets that load Salesforce objects into Snowflake.
- 6Run the BackfillLoad historical Salesforce data once, then switch the pipeline to daily incremental runs.
- 7Build Silver and Gold ModelsClean Salesforce records into reusable entities, then publish reporting-ready gold tables.
- 8Create the Slack AgentScope a Bruin Cloud agent to the project and connect it to a Slack channel.
- 9Use the One-Shot PromptGive the agent a complete prompt once the repo, connections, Cloud project, Slack, and instructions are ready.
- 10Create Operational Agent SkillsAdd optional self-healing and Salesforce activation skills with dry-run, approval, and verification guardrails.
Resources
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