Quickstart Salesforce Unite Task And Event

Use this Quickstart Data Productivity Cloud pipeline to unite the Task and Event Salesforce tables into a single “Activity” table.

Salesforce tables used

• Event
• Task
• RecordType (used twice)

Referring to the Salesforce Architects Tasks & Events reference:

Integrated Salesforce object table

Output table: mtln_qs_sf_activity

Granularity: One record for every Task, plus one record for every Event

The united table contains all columns that are common to Tasks and Events. The following are treated specially:

• ActivityId - Contains either the Task.Id or the Event.Id
• ActivityType - Either Task or Event

Generating the integrated table

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 integrated table

• Add more fields using the Salesforce Query components in the Orchestration pipeline
• Add your own Table Inputs, calculations and aliases 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-unite-task-and-event_Snowflake.zip
  • Target: Snowflake

Installation Instructions