This template shows how to combine and enrich contact data by combining data from salesforce objects like contact, user and account data from a typical salesforce database.
The flow comes with detailed annotation of each dataset. Once you understand the recipe logic, you can customize this flow to jumpstart your own development or share it with others in your workspace.
The flow comprises of standard datasets like contact,user and account objects that exist in salesforce.
The initial recipes rename columns by prefix to distinguish the source. This data is combined using left joins to enhance the contact data with user and account data. Contact data contains information like account name, lead source, department, city, state, country, phone, email etc. Account data contains information like account name, industry, revenue etc.
This template is a pre-packaged, customisable and modular flow that leverage industry standard practices to report and analyze salesforce data.
The input datasets are dummy datasets that need to be replaced by your salesforce data. You can utilize this document to create your connection to salesforce.
The flow canvas also has detailed instructions of how to replace the dummy datasets(csv) with a SQL data from your salesforce datasource. You don’t have to create the SQL from scratch but simply copy the SQL corresponding to each dataset from the flow note and paste the SQL in “Create dataset with SQL” from the import page.
Once you have replaced the input datasets, follow the instructions to create output and run job.