How Can I Sync Salesforce Formula Fields Without Syncing the Underlying PII?

Question

How can I sync a Salesforce formula field that uses PII without syncing the underlying PII fields to the destination?

Environment

Connector: Salesforce

Answer

To sync the formula field without syncing its underlying PII fields:

1. In Fivetran, enable Sync formula fields directly:

   i. Go to your Salesforce connection page.

   ii. Select the Settings tab.

   iii. Click Edit connection.

   iv. Set the Sync formula fields directly toggle to ON.

   v. Click Save & Test.

2. Go the the Schema tab

3. Select the checkbox next to the formula fields you want to sync and deselect the underlying PII fields. Enabling direct formula syncing doesn't automatically select every formula field.

4. Configure your schema change handling settings to prevent new fields from being included automatically.

   i. Click Schema change settings

   ii. From the Schema new data handling drop-down menu, select Block all new data.

   iii. Click Save.

5. Click Save changes.

Alternativaly, if storing obscured PII values is acceptable, use column hashing.

Fivetran syncs the selected formula fields directly to your destination. For unselected formula fields, we store the formula definitions in the FIVETRAN_FORMULA and FIVETRAN_FORMULA_MODEL tables, allowing you to calculate their values in your destination.

When a formula definition or its input values change, we may not automatically update previously synced results. If the destination contains stale values, perform a historical re-sync of the affected tables. To learn how, see How to Trigger Historical Re-Syncs.