Data Productivity Cloud Pipeline

Quickstart Salesforce Accounts with Primary Contact

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

Salesforce tables used

  • Account
  • User
  • Contact

Referring to the Salesforce Architects Sales Objects reference:

Image ofAccount User Contact Salesforce ERD
Account User Contact Salesforce ERD

Integrated report table

Output table: mtln_qs_sf_accounts_with_primary_contact

Granularity: One row per Account

Generating the report

Start by opening the Orchestration pipeline:

Image ofqs-sf-accounts-with-primary-contact-orch
qs-sf-accounts-with-primary-contact-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 ofqs-sf-accounts-with-primary-contact-tran
qs-sf-accounts-with-primary-contact-tran

Customization

Add more fields using the Salesforce Query components in the Orchestration pipeline.

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 tool instead.

Downloads

Licensed under: Matillion Free Subscription License

Download qs-sf-accounts-with-primary-contact-orch.orch.yaml

  • Target: Snowflake

Download qs-sf-accounts-with-primary-contact-tran.tran.yaml

  • Target: Snowflake

Installation Instructions

How to Install a Data Productivity Cloud Pipeline
Author: Matillion
Date Posted: Jan 26, 2024
Last Modified: Jan 26, 2024