Quickstart Salesforce Opportunity Roles And Contacts One Primary

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:

Integrated Salesforce object report table

Output table: mtln_qs_sf_opportunity_roles_and_contacts_one_primary

Granularity: One record per OpportunityContactRole where IsPrimary is true, with a maximum of one “primary” OpportunityContactRole per Opportunity. If there is more than one primary, the one with the earliest CreatedDate is chosen.

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-opportunity-roles-and-contacts-one-primary_Snowflake.zip
  • Target: Snowflake

Installation Instructions