Skip to main content
Documentation
Troubleshooting
Feature Requests Status

Community

Connector Improvement: Better support on Salesforce formula

Julie Chen User

When we had POC last year, we were told there was a feature project going on for Salesforce formula. Currently Salesforce formula synced to destination as normal fields. Thus, if formula changed in Salesforce, the historical formula value won't get updated.

We were told that there going to be a feature go-live this year to allow us sync formula in a better way. Is that still on your roadmap?

Please sign in to leave a comment.

Comments

3 comments

Date Votes
  • Official comment
    Joe Fivetranner

    Hi Julie Chen thanks for opening this ticket. Our team has been able to come up with a solution to the salesforce formula fields by syncing a new `fivetran_formula` table to your warehouse and leveraging a dbt package which generates new view in your warehouse with the current Saleforce formula calculations applied to the base table.

    You can learn more by watching this video and taking a look at our dbt hub site on how to install and use this dbt centric solution. Also be sure to reach out to your customer support manager if you have any questions as they will be able to help you if you have any questions when integrating this Salesforce formula solution.

  • Julie Chen User

    Hi, I have tried to install everything from the instruction of this video https://www.youtube.com/watch?v=wvUzxOusTsc
    I got error like "

    Running with dbt=0.20.2
    Found 3 models, 4 tests, 0 snapshots, 0 analyses, 440 macros, 0 operations, 0 seed files, 5 sources, 0 exposures

    ERROR: Database Error
    timeout expired"

    Which I'm not sure it's the error from Salesforce source or the error from my Redshift destination.

    I think it might be the source. Here is what is in my src.yml file

    sources:
    - name: salesforce #This should always be salesforce
    schema: 'sfdc_formula_dbt_test'
     
    Maybe it's the schema? I don't know what to put there since I don't know what is the schema in Salesforce database. 

  • Joe Fivetranner
    Hi, I have tried to install everything from the instruction of this video https://www.youtube.com/watch?v=wvUzxOusTsc

    I got error like 

     

     

    "Running with dbt=0.20.2Found 3 models, 4 tests, 0 snapshots, 0 analyses, 440 macros, 0 operations, 0 seed files, 5 sources, 0 exposuresERROR: Database Errortimeout expired"

    Which I'm not sure it's the error from Salesforce source or the error from my Redshift destination.

    I think it might be the source. Here is what is in my src.yml file

    sources:
    - name: salesforce #This should always be salesforce
    schema: 'sfdc_formula_dbt_test'
     
    Maybe it's the schema? I don't know what to put there since I don't know what is the schema in Salesforce database. 
     
    HI Julie Chen you will want to put the schema name which Fivetran is syncing your Salesforce data into. This is used for dbt to query the schema and run the macros against to generate the sfdc formulas. Do you know where the base Salesforce tables are being loading into your warehouse by Fivetran? That will be the schema you will want to designate in your src.yml.

Didn’t find what you need?

Contact support