Quickstart Salesforce Account First Opportunity

Use this Quickstart Data Productivity Cloud pipeline to generate an integrated report from the Account, Opportunity and User Salesforce tables.

Salesforce tables used

• Account
• Opportunity
• User

Referring to the Salesforce Architects Sales Objects reference:

Integrated Salesforce object report table

Output table: mtln_qs_sf_account_first_opportunity

Granularity: One record per Account, but only for Accounts with at least one Opportunity. When an Account has more than one Opportunity, only the first Opportunity (by CreatedDate) is included

Generating the report

Start by opening the Orchestration pipeline:

Set the default value of the pipeline variable SalesforceOAuthName to the name of your Salesforce OAuth.

Run the Orchestration pipeline. It will sync your Salesforce data, and create the output table using the Transformation pipeline.

Customizing the Salesforce report

• Add more fields using the Salesforce Query components in the Orchestration pipeline
• Add your own Table Inputs to the Transformation pipeline to customize the integration with your own data
• You may choose to apply filters in the Transformation pipeline, in which case they will apply to all report users. Alternatively, apply filters in your visualization instead

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Downloads

Licensed under: Matillion Free Subscription License

Download qs-sf-account-first-opportunity-orch.orch.yaml

• Target: Snowflake

Download qs-sf-account-first-opportunity-tran.tran.yaml

• Target: Snowflake

Installation Instructions

How to Install a Data Productivity Cloud Pipeline

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Author: Matillion
Date Posted: Feb 6, 2024
Last Modified: Feb 7, 2024