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Data engineering

Heroku Connect Schema Design Tips: Boost Sync Accuracy

Boost sync accuracy with these Heroku Connect schema design tips to prevent data errors and ensure reliable Salesforce to Postgres synchronization.

Heroku Connect Schema Design Tips: Boost Sync Accuracy

Heroku Connect is a powerful tool for synchronizing data between Salesforce and a Heroku Postgres database. However, the success of this synchronization heavily relies on a well-designed schema. Poor schema design can lead to sync errors, data mismatches, and performance bottlenecks, undermining the integrity of your entire data operation.

This article will provide actionable heroku connect schema design tips to ensure data accuracy and reliability. By following these best practices, you can build a stable and efficient sync process that supports your applications and business needs.

Why a Well-Designed Schema is Crucial for Heroku Connect

The schema acts as the blueprint for how data is structured and transferred between Salesforce and Postgres. A well-planned schema is the foundation of a healthy data pipeline, ensuring consistency and reliability across your systems.

The Foundation of Accurate Syncing

A solid schema ensures data integrity, minimizes errors, and makes the data more usable for applications built on Heroku. Getting the design right from the start saves significant time and effort on troubleshooting later. A well-designed schema is a fundamental aspect of effective data management, enhancing data usability for crucial reports and dashboards [2].

Consequences of Poor Schema Design

A flawed schema can introduce a host of problems that are often difficult to diagnose and resolve. Common issues include:

  • Sync Failures: Records fail to transfer due to data type conflicts or relationship issues, leading to missing records in your Postgres database.
  • Record Mismatches: Data in Postgres becomes out of sync with Salesforce, creating an unreliable data source that can disrupt workflows and erode trust in your data.
  • Performance Degradation: Syncing takes longer than necessary, consuming valuable resources and increasing the risk of hitting Salesforce API limits.
  • Maintenance Headaches: The schema becomes difficult to manage and scale as business needs evolve, often requiring developers to perform time-consuming manual fixes.

Top 5 Heroku Connect Schema Design Tips

1. Plan Before You Map: Identify Essential Data

Start by defining your application's data requirements. Avoid the temptation to sync every object and field from Salesforce, as this leads to unnecessary data bloat and slower sync times. Carefully select only the Salesforce objects and fields that are necessary for your Heroku application.

For each mapping, determine the sync direction: read-only from Salesforce, write-only to Salesforce, or bidirectional. This strategic approach ensures you are only moving the data you need, which is a critical first step in building an efficient sync process [8].

2. Follow Consistent Naming Conventions

Heroku Connect automatically creates table and column names in Postgres based on Salesforce API names. To maintain clarity and simplify database management, it's essential to follow a consistent naming convention from the outset.

Be aware that the schema name in Heroku Connect cannot be easily changed after setup. Changing it requires a disruptive workaround that involves creating a new connection, which can lead to downtime [1]. Choosing a descriptive and logical name upfront will improve code readability and save your team from future headaches.

3. Optimize Field Selection and Data Types

To improve sync speed and reduce data load, exclude fields that are not required by your application. Large text fields, rich text area fields, and unnecessary formula fields are common culprits that can slow down performance.

Understand how Heroku Connect maps Salesforce data types to Postgres data types to prevent truncation or type mismatch errors [3]. Pay close attention to how relationship fields (Lookups, Master-Detail) are represented in the Postgres schema, as these are fundamental to maintaining the relational integrity of your data.

4. Manage Object Relationships and Sync Order

When mapping objects with dependencies (e.g., a Contact which has a lookup to an Account), ensure you map the parent object (Account) first. Syncing dependent objects without their parent records can lead to relationship errors and failed syncs, as the foreign key reference will be missing in the Postgres database.

Before configuring mappings in Heroku Connect, map out the relationships between your Salesforce objects to establish a logical sync order. This simple planning step can prevent a significant number of sync failures.

5. Configure Polling Frequency and Performance Settings

Adjust the polling frequency based on how often your data changes. A 10-minute interval is the default, but less volatile objects may not need to be checked as often. Optimizing polling frequency helps manage Salesforce API call consumption and reduces unnecessary load on both systems [6].

However, if your use case demands faster updates, you may find that you experience poor real-time sync due to this polling limitation. A 10-minute delay can be a major bottleneck for operational workflows that depend on up-to-the-second data.

Beyond Schema Design: When Heroku Connect Falls Short

Even with a perfect schema, Heroku Connect has limitations, such as its 10-minute minimum polling interval and basic error handling. For use cases requiring true real-time synchronization, advanced error resolution, and greater scalability, a more robust solution is necessary.

Stacksync provides a powerful alternative that offers real-time, bidirectional sync with advanced issue management features. Unlike Heroku Connect's batch-based polling, Stacksync is event-driven, ensuring data is synced in milliseconds. A side-by-side Heroku Connect vs. Stacksync comparison makes it clear why modern ops teams are moving to solutions built for real-time needs.

Stacksync also helps fix Heroku Connect record mismatches and other sync issues automatically, ensuring data integrity without manual intervention.

Conclusion

Proper schema design is critical for creating a reliable and efficient data sync between Salesforce and Heroku Postgres. These tips involving careful planning, selective data mapping, consistent naming, and understanding object relationships—will help you build a more stable foundation.

However, for enterprise-grade needs that exceed Heroku Connect's capabilities, platforms like Stacksync offer a more scalable and real-time solution. When your business can no longer afford to wait 10 minutes for critical data updates, it's time to replace Heroku Connect with a platform designed for the speed of modern business.

→  FAQS
How do I choose which Salesforce objects to sync with Heroku Connect?
Start by analyzing the specific data requirements of your Heroku application. Create a list of all data points the application needs to function, and then trace them back to their source objects and fields in Salesforce. Avoid syncing entire objects if you only need a few fields. This selective approach minimizes data transfer, reduces sync time, and lowers the risk of hitting API limits, ensuring a more efficient and cost-effective setup.
What is the impact of syncing large text fields or formula fields with Heroku Connect?
Syncing large text or complex formula fields can negatively impact performance. These fields increase the amount of data transferred in each sync cycle, which can slow down the process and consume more of your Salesforce API quota. Formula fields are especially demanding as they must be recalculated on the Salesforce side before syncing. If these fields are not essential for your Heroku application, it is best practice to exclude them from your mappings to maintain optimal sync speed and reliability.
Can I change the data type of a mapped field in Heroku Connect after the initial setup?
No, you cannot directly change the data type of a field that has already been mapped in Heroku Connect. Heroku Connect determines the Postgres data type based on the Salesforce field type during the initial mapping. If a data type needs to be changed, you must remove the existing mapping and then create a new one. This process may require a full reload of the data for that object, so it is crucial to define your data types correctly during the initial schema design phase to avoid disruption.
How can I prevent hitting Salesforce API limits when using Heroku Connect?
To avoid hitting Salesforce API limits, be strategic with your schema design and sync settings. First, only map the objects and fields that are absolutely necessary. Second, adjust the polling frequency for each mapping based on its data volatility; not all data needs to be synced every 10 minutes. For less critical objects, a longer interval will conserve API calls. Regularly monitoring your API usage through the Salesforce dashboard will also help you identify which mappings are most demanding so you can optimize them further.
What's the best way to handle complex object relationships in a Heroku Connect schema?
The best way to handle complex relationships, such as multi-level master-detail or lookup connections, is to map them in a logical order. Always start by mapping the parent object before mapping any child objects that depend on it. For example, sync the Account object before you sync the Contact and Opportunity objects that are related to it. This ensures that the foreign key relationships can be established correctly in the Postgres database, preventing sync errors and data integrity issues.

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