Salesforce package

This dbt package:

Contains a DBT dimensional model based on Salesforce cloud data from DataLakeHouse.io connector.
The main use of this package is to provide a stable Snowflake dimensional model that will provide useful insights for your sales team.

Models

The primary ouputs of this package are fact and dimension tables as listed below. There are several intermediate models used to create these models. Documentation can be found here.

Model	Description
W_SFC_ACCOUNTS_D	Represents an individual account, which is an organization or person involved with your business (such as customers, competitors, and partners). More details about accounts can be found here.
W_SFC_ASSETS_D	Represents an item of commercial value, such as a product sold by your company or a competitor, that a customer has purchased. More details about assets can be found here.
W_SFC_CONTACTS_D	Represents a contact, which is a person associated with an account. More details about contacts can be found here.
W_SFC_CONTRACTS_D	Represents a contract (a business agreement) associated with an Account. More details about contracts can be found here.
W_SFC_PRODUCT_PRICES_D	Represents a price book that contains the list of products that your org sells and it’s prices. Pricebook2 details; Pricebookentry details; Product2 details;
W_SFC_USERS_D	Represents a user in the organization, and it’s role and profile. More details about users can be found here.
W_SFC_CAMPAIGNS_F	Represents and tracks a marketing campaign, such as a direct mail promotion, webinar, or trade show. More details about campaigns can be found here.
W_SFC_CASES_F	Represents a case, which is a customer issue or problem. More details about cases can be found here.
W_SFC_LEADS_F	Represents a prospect or lead. More details about leads can be found here.
W_SFC_OPPORTUNITIES_F	Represents an opportunity, which is a sale or pending deal. More details about opportunities can be found here.

Installation Instructions

Check dbt Hub for the latest installation instructions, or read the docs for more information on installing packages.

Include in your packages.yml

packages:
  - package: datalakehouse/dlh_salesforce
    version: [">=0.1.0"]

Configuration

By default, this package uses DEVELOPER_SANDBOX as the source database name and DEMO_SALESFORCE as schema name. If this is not the where your salesforce data is, add the below variables to your dbt_project.yml:

# dbt_project.yml

...

vars:    
    source_database: DEVELOPER_SANDBOX
    source_schema: DEMO_SALESFORCE
    target_schema: SALESFORCE

Database support

Core:

Snowflake

Contributions

Additional contributions to this package are very welcome! Please create issues or open PRs against main. Check out this post on the best workflow for contributing to a package.

Fork and ⭐ this repository :)
Check it out and ⭐ the DataLakeHouse.io core repository;