Data Productivity Cloud Pipeline

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

Salesforce tables used

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_primary

Granularity: One record per OpportunityContactRole where IsPrimary is true

Generating the report

Start by opening the Orchestration pipeline:

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

Customizing the Salesforce report

Downloads

Licensed under: Matillion Free Subscription License

Download qs-sf-opportunity-roles-and-contacts-all-primary-orch.orch.yaml

Download qs-sf-opportunity-roles-and-contacts-all-primary-tran.tran.yaml

Installation instructions

How to Install a Data Productivity Cloud Pipeline

Author: Matillion