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I need to integrate Appian with Snowflake so that data from Snowflake can be fetched and displayed in multiple dashboards within Appian Sites. Looking for guidance on the best approach, recommended plugins, integration patterns, or configurations to achieve this.
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To integrate with Snowflake, install the Snowflake Connected System Plugin from AppMarket and configure it with your Snowflake credentials and URL, which provides pre-built authentication and connection management. Configure the connection using your Snowflake account URL, database credentials, and preferably OAuth2.0 authentication. Create Integration Objects to query Snowflake data, then choose between two Record Type approaches: Service-Backed Records for real-time data access (queries Snowflake on-demand without storing data in Appian) or Database Synced Records for better performance with cacheable data. Service-backed records are ideal for frequently changing data and real-time dashboards, while synced records work better for complex filtering and relationships. Use these Record Types as data sources for your dashboard components (grids, charts, KPIs), ensuring optimal performance through appropriate caching strategies based on your data freshness requirements.