Quickstart Salesforce Campaigns With Contacts Or Leads

Use this Quickstart Data Productivity Cloud pipeline to generate an integrated report from the Account, Campaign, CampaignMember, Contact and Lead Salesforce tables.

Salesforce tables used

• Account
• Campaign
• CampaignMember
• Contact
• Lead

Referring to the Salesforce Architects Sales Objects reference:

Integrated Salesforce object report table

Output table: mtln_qs_sf_campaigns_with_contacts_or_leads

Granularity: One record per CampaignMember

The pipeline left-joins to Contact in preference, and to Lead as a backup. The link to Account is via the Contact if this CampaignMember is a Contact, or via Lead.ConvertedAccountId as a backup.

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

Downloads

Licensed under: Matillion Free Subscription License

• Download qs-sf-campaigns-with-contacts-or-leads-orch.orch.yaml
  • Target: Snowflake
• Download qs-sf-campaigns-with-contacts-or-leads-tran.tran.yaml
  • Target: Snowflake

Installation Instructions