Data Productivity Cloud Pipeline
Author: Matillion
Date Posted: Feb 9, 2024
Last Modified: Nov 29, 2024

Quickstart Salesforce Opportunity Roles And Contacts All

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

Salesforce tables used

  • Account
  • Contact
  • Opportunity
  • OpportunityContactRole

Referring to the Salesforce Architects Sales Objects reference:

Image ofSalesforce Entity Relationship Diagram
Salesforce Entity Relationship Diagram

Integrated Salesforce object report table

Output table: mtln_qs_sf_opportunity_roles_and_contacts_all

Granularity: One record per OpportunityContactRole

Generating the report

Start by opening the Orchestration pipeline:

Image ofOrchestration pipeline qs-sf-opportunity-roles-and-contacts-all-orch
Orchestration pipeline qs-sf-opportunity-roles-and-contacts-all-orch

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.

Image ofTransformation pipeline qs-sf-opportunity-roles-and-contacts-all-tran
Transformation pipeline qs-sf-opportunity-roles-and-contacts-all-tran

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

Installation Instructions

How to Install a Data Productivity Cloud Pipeline