Salesforce to Snowflake
Last published
2024-07-30
Categories
Sales Crm
Integrates with
The Salesforce Kit combines data from multiple entities in the Salesforce API and provides a full data model for Salesforce Sales.
This kit includes
Data ingestion from the following Salesforce entities:
Logic that orchestrates and transforms raw Salesforce data to create catered datasets for advanced reporting
Data sets included:
See the full list of output fields here.
Minimum RPU Consumption: 9
Configuring this kit for use
Variables
In this Kit, there are three variables that are used to make for dynamic use of target configuration.
{DB_Salesforce} is used in all Target configurations and queries as the target database name.
{SCHEMA_Salesforce} is used in all Target configurations and queries as the target schema name.
Go to the Variables menu on the left side navigation bar and create variables for DB_Salesforce and SCHEMA_Salesforce. Then fill in the values as the Snowflake database and schema where you would like the data to land.
Connections
If there are already Connections for Salesforce and Snowflake, import these by following the Kit wizard after clicking ‘Use Kit’. Otherwise, Kits are imported with ‘blank’ source and target connections. In this case, in order to use the kit, you have two options:
Swap out blank connections with existing connections
Add credentials to the blank connections that come with the imported Kit
