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.

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 connection's sync and subsequent Quickstart data model run.

How does it work?

Salesforce formula-field models are included as part of the Salesforce Quickstart transformation package.

When you create a Salesforce connection, we create the Salesforce Quickstart package along with that connection. Formula-field models are included in that package and become available in your Quickstart transformation after the connection syncs and formula metadata is available.

You control whether Salesforce formula-field models run using the Included in run toggle for formula fields in the Quickstart transformation.

• Turn Included in run on to run Salesforce formula-field models.
• Turn Included in run off to skip Salesforce formula-field models.

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 connection.

You can access your formula fields by querying the output schema configured for your Quickstart transformation:

SELECT my_formula_field
FROM <destination_name>.<quickstart_output_schema>.<salesforce_object_name>;

For <quickstart_output_schema>, use the Output schema value shown in your Quickstart transformation settings when querying formula-field views.