How to Ingest Salesforce in 7 Steps

STEP 5: LOADING SALESFORCE DATA INTO THE VAULT (HASHING & HARD RULES) One way to move data from S3 to a relational structure is to use an automation tool like dbt. This has the benefit of using templates for automated data loading. Before the data is inserted into the data warehouse, the automation tool applies required technical transformations and calculates the hashes needed. Afterwards, the data is loaded into the specific Raw Vault entities.

STEP 6: TYPICAL MODELING OBSTACLES AND SOLUTIONS

Data driven modeling is easy, especially if you did your homework when setting up Salesforce cor- rectly and with your Data Warehousing needs in mind. If not, you can always make use of a domain expert in Salesforce to plan and execute the necessary changes in your Salesforce Org. If you don’t have access to one, just give us a call.

STEP 7: BUSINESS RULES AND REPORTING

Now we have arrived at the hardest part, e from here everything might be different depending on what you are trying to accomplish with your integration in the first place. Here, our ways are most likely to differ for every customer and every integration because your very specific business needs are applied to make that one report your managers nagged you every day for the last quarter. The one where some columns were missing and the information was sitting very visible but in isolation in the big blue cloud CRM dashboard. Now with the business rules applied, you can build the infor- mation marts and deliver that wanted report. ALTERNATIVE STEP: WRITEBACKS Maybe you can even leverage the integration you just created to write useful information back to salesforce. Record mappings are a breeze as you can just do them in your Enterprise Data Ware- house now. In no time, you can create an interface mart, (that is what we call a mart used for write- backs to source systems at Scalefree), and deliver all the good data and data enrichment processes back to your CRM. Your salespeople will love those enriched accounts, I can tell you that.

IT’S YOUR TURN NOW! What is your favorite step during a Data Vault iteration? Which step is your nemesis?

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