Formula Fields - Salesforce Quickstart Model

Overview

Formula fields are custom fields in Salesforce that require post-load transformations for accurate replication. Our formula fields data model takes the translated-to-SQL formulas synced into the FIVETRAN_FORMULA_MODEL connector table and turns each of them into distinct views in the destination.

NOTE: Destinations in Hybrid Deployment model do not support Quickstart data models for Salesforce formula fields.

Why is this important?

A significant challenge with Salesforce as a source is ensuring that formula fields are synced and replicated properly in the destination. The Quickstart data model simplifies this process, with formula fields ready for use immediately after the Salesforce connector's sync and subsequent Quickstart data model run.

TIP: We recommend using an integrated schedule to ensure data integrity.

How does it work?

For existing users

For destinations with existing Salesforce data models, you can do the following to access formula fields and their analytical models after their next connector sync

1. Navigate to your Salesforce connector dashboard.

2. Select the Transformations tab.

3. Click Upgrade available for the data model(s) that you want to upgrade.

   

4. On the Upgrade transformations window, click Upgrade package.

   

For new users

For destinations where you set up a Salesforce Quickstart data model for the first time, you have formula fields included by default.

• If the data models are set up before the connector's initial sync, the Transformations tab only contains Salesforce Transform models, since they are included by default. Because custom formula fields are identified and translated after connecting to the source system, Formula Fields models are added to the Transformations tab after the Salesforce connector's initial sync.
• If the data models are set up after the connector's initial sync, all Transform and Formula models are included by default. The complete set of models can be edited and removed individually after creation.

How can I access my formula fields?

Once your Quickstart models are up and running, the Salesforce Quickstart package creates a new Quickstart schema in your destination. This schema contains a formula field view for each of your Salesforce objects with formula fields and is accessible to the connector.

You can access your formula fields by running the following query on the new Quickstart schema:

SELECT my_formula_field

FROM destination_name.salesforce_connector_schema_name_quickstart.salesforce_object_name;

NOTE: To view formula fields within the Quickstart schema, use the same database user configured for your Salesforce connector's destination.