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Project Recipe: Data Essentials for Salesforce

  • Updated

The following is a guideline to follow when using the recipe "Data Essentials for Salesforce". Please read these guidelines before cloning the recipe.


Overview

This recipe provides the following:

  • Jobs that clean and normalize data for three Salesforce objects: Accounts, Contacts and Leads.
  • Bots to run the above jobs. Note that the bot will be created, but not automated.
  • Manual data sources that provide metrics on what field values have been normalized.
  • Analytics reports
  • An App Factory Dashboard to view the analytics reports containing metrics of cleaning.

Preparation

  1. Establish data sources:  A data source must be created for all three Salesforce objects: Accounts, Contacts and Leads. If you already have these data sources, you do not need to create new ones. The data sources need to contain the following attributes:
    1. Accounts: all standard fields, plus BillingStreet
    2. Contacts: all standard fields, plus MailingStreet
    3. Leads: all standard fields, plus Street
  2. Create new data targets: Create a new data target for each object with the following attributes. Note: If you don’t want to update Salesforce with all of these fields, you can customize the export task after the project has been created to update the specific fields desired.
    Account Contact Lead
    BillingCity MailingCity City
    BillingCountry MailingCountry Country
    BillingState Email Email
    BillingStreet FirstName FirstName
    BillingPostalCode LastName LastName
    Phone Phone Phone
    Website MailingPostalCode PostalCode
      MailingState State
      MailingStreet Street
      Title Title
        Website

                 

Clone

To clone the project recipe, navigate to Projects Recipes and select the project recipe to clone.

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recipe_DE_SFDC.png

You will need to provide:

  • Project name
  • Prefix and/or suffix for all objects in the project
  • Data sources to be used in the project
  • Data targets to be used in the project

Examine the cloned project

We recommend you look through all the newly created project elements to familiarize yourself with what has been created.


Look for:

  1. Any job that is marked with errors. These errors must be manually corrected.
  2. Export tasks that write back to Salesforce. Make changes by unmapping any values that you do not want to write back to Salesforce. Note: Any Export task to Salesforce has been bypassed for your protection. We recommend that you run the jobs with the bypass enabled so you can review any data changes before writing data back to Salesforce.

Run the bot

The first time you run the bots, we strongly suggest you keep the bypass option enabled on all export tasks.

Look at the output from each job, carefully examining your data to make sure it is being transformed correctly and to your standards. Review each export task to verify the mapped attributes are set up correctly.

When you are happy with the job outputs, complete a test run by:

  1. Modifying the export task to set a maximum number of records updated. This option is in the Advanced Configuration section of the export task template. We suggest pushing back about 10 records for this test run.
  2. Remove the Bypass option on the export task.
  3. Remove the filter on the Log to MDS tasks.
  4. Run the bot. When the bot is complete, review the records updated by looking at the job outputs and reviewing the attributes: op_export_success and op_export_errors. Please also review the records in Salesforce to verify the changes were made correctly.


Finalize the project

Final steps are:

  1. Edit the export task to remove the restriction for the number of records to export.
  2. Purge the jobs to prepare for a clean automated run.
  3. Edit the Bot to schedule the frequency and enable automation.

 

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