indiegogo/blocks_salesforce

Thank you for using Looker's Salesforce Block. Below, we've provided a brief overview of the Block components. For assistance implementing any of the included patterns, please reach out to your assigned Looker Analyst or Looker Support.

About This Block

• Dialects:
  • PL/pgSQL (PostgreSQL, Redshift, Greenplum), Microsoft SQL Server (2012+)
• Assumptions:
  • The schema contains the following base objects/relations: account, contact, campaign, lead, opportunity, and user
  • It is assumed that when a lead converts, both an opportunity and an account are created.
• Considerations:
  • The "Base Block" is built upon the subset of objects found across (nearly) all Salesforce instances
  • Included in this block are also submodules for additional Salesforce entities, which are not considered "base" objects. Those optional submodules include: opportunity_history for pipeline analysis, campaign_member for campaign attribution, and task for meeting/outreach analysis.
  • To implement a submodule, The assumption here is that the customer has certain "non-standard" objects present in order to implement the submodules.
  • One submodule is the switchboard pattern, which provides a way to view all entities in a single place. It's also a pattern that lends itself to funnel analysis and campaign attribution in a single explore/base view.

I. Base Block

1. Account-level Revenue:

• Freshly generated view files for Account, Campaign, Contact, Lead, Opportunity, and User
• sf_extends.view.lookml, which is where all embellished dimensions and measures are built
• salesforce.model.lookml, where base views are declared
• Four dashboards: Marketing Leadership, Ops Management, Rep Performance, and Team Summary

2. Lead-level Revenue:

• Variant view files for Account, Campaign, Contact, Lead, Opportunity, and User
• salesforce.model.lookml, where base views are declared

II. Submodules

1. Campaign Attribution (requires CampaignMember and Task objects)

• Freshly generated view files for campaignmember and task.
• sf_extends.view.lookml, which is where all embellished dimensions and measures are built.
• salesforce.model.lookml, which is where base views are declared; add base views to core model if present.
• attribution.view.lookml, which takes a sessions-based approach to attribution. Specifically, different people at a given company may have seen different campaigns over time, perhaps with lulls in their interactions. We want to look at the cluster of campaign touches that preceded a meeting and attribute a meeting or opportunity to the first campaign of that cluster.

2. Opportunity Snapshot (requires OpportunityHistory object)

• Freshly generated view file for opportunityhistory
• A date-table pattern
• historical_snapshot.view.lookml, which is a PDT that uses a date join to fan out opportunity history so that we know the states and amounts associated with opportunities on any given day.
• opportunity_facts.view.lookml, account-level fact table of opportunity information.
• sf_extends.view.lookml, which is where all embellished dimensions and measures should be built (no additional fields present yet).
• salesforce.model.view, which is where base views are declared; add base views to core model if present.
• One opportunity-snapshot dashboard.

3. The Switchboard (CampaignMember and Task objects are optional)

• the_switchboard_limited.view.lookml which is the switchboard pattern, using only the core objects.
• the_switchboard_complete.view.lookml which is the switchboard (360 view) pattern, the core objects plus CampaignMember and Task
• salesforce.model.lookml, which is where base views are declared; add base views to core model if present.