Salesforce.com Pre-Mapped Data Warehouse Tables / GIs

Owned by Cortlandt _
Jun 24, 2023
2 min read

Click here for learning about Tableau, Power BI, and MS Excel templates for Salesforce.com

Tables

Pre-mapped ETL+ tables available for Acumatica ERP/CRM as of 08/2022. This applies to Acumatica on-premises, private cloud, or public cloud (OData v3 and v4). Subject to change without notice.

Source

Table Name

Source

Table Name

Salesforce

Account

Salesforce

Campaign

Salesforce

Case

Salesforce

Contact

Salesforce

Event

Salesforce

Lead

Salesforce

LeadStatus

Salesforce

Opportunity

Salesforce

OpportunityState

Salesforce

Product

Salesforce

Quote

Salesforce

QuoteLineItem

Salesforce

Task

Salesforce

User

Salesforce

UserRole

Data Warehouse

4_Today

Data Warehouse

5_Date

Data Warehouse

6_DatePeriod

Notes:

  • Some of the above tables will only be deployed using customized SOWs or via services.

  • Currently, the Salesforce tables can be extracted into the data warehouse using ODBC.

  • We only recommend extracting tables that are important for your reporting purposes.

Table Columns Example

DataSelf ETL+ templates include adjustments to table columns' data types and indexes. Click here to learn more.

The following is an example of a Salesforce table and its column names, indexes, and formatting in ETL+.

Column green icons indicate the data type and/or index definition have been set or changed in ETL+.

Delta Load Example

DataSelf ETL+ templates include delta load configuration for popular large tables. This dramatically reduces the time to refresh the data warehouse. ETL+ Table Load Types.

The following is an example using the Replace feature.

 

Table Linking Example

The following is an example of how Salesforce tables are linked in DataSelf’s out of the box templates. This linking applies the same way for Tableau data sources, Power BI data sets, Excel and other reporting tools.

 

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