Other: Formula fields Missing
Hi - We are missing formula fields in the objects we are integrating from Salesforce to SQL Server via Fivetran. Business is heavily reliant on these formula fields for reporting and we are currently gearing towards our data migration testing and cut-over and would like to know if there is a way Fivetran could help us with this request today. Thank you!
-
Official comment
Hi Swetha,
Thanks for writing in!
Unfortunately, Salesforce's API and underlying data structure do not allow for extracting guaranteed up-to-date formula field values without resyncing the entire table. This means that if any data extraction method is used (Fivetran or otherwise) simply pulls the values in an incremental fetch, the data is unreliable.
We recommend that you replicate the formulas downstream in a modeling layer. This follows our distinction of ETL vs ELT which you can read about here. To make this easier, Fivetran has a beta feature to assist with a dbt-based replication. You can read about that here. Basically, we translate the formulas in Salesforce from SOQL to SQL and publish a dbt package to help turn those translations into models.
Please give that a look and let us know your feedback! -
Hi Swetha. This is a Fivetran design choice (to not replicate SFDC formula fields) since changes to the formula do not cause SFDC to update a timestamp in the related object rows (thus generating update anomalies). However, you can request that Fivetran turn this feature on for your environment. You can find more about this here: https://fivetran.com/docs/applications/salesforce/faq#whyareformulafieldsnotsynced
Please sign in to leave a comment.
Comments
2 comments