sfdcDigest Transformation

phThe sfdcDigest transformation generates a dataset based on data that it extracts from a Salesforce object. You specify the Salesforce object and fields from which to extract data. You can choose to exclude particular fields that contain sensitive information or that aren’t relevant for analysis.

Note To access data in a Salesforce object in a Data Prep recipe, see Input Node: Add Data to the Recipe. To do it in a Data Prep Classic recipe, see Create a Recipe with Data Prep Classic.

When you upload the dataflow definition file, CRM Analytics validates access to Salesforce objects and fields based on the user profile of the Integration User. If the user profile does not have read access to a field or object, the upload fails.

At run time, CRM Analytics runs the dataflow as the Integration User. Again, CRM Analytics validates access to the objects and fields based on the profile of the Integration User. For example, if the dataflow tries to extract data from a custom field on which the Integration User does not have read access, the dataflow job fails.

Note The Integration User is a preconfigured user that is created when CRM Analytics is enabled in your organization. If you or the Integration User need permission on a Salesforce object or field, ask the administrator to grant access.

For more information about preconfigured users in CRM Analytics, see the CRM Analytics Security Implementation Guide.

Example

Let’s look at an example. You want to create a dataset that contains all opportunities from the Opportunity object.

You create the following dataflow definition.

{    
   "Extract_Opportunities": {        
      "action": "sfdcDigest",        
      "parameters": {            
         "object": "Opportunity",
         "fields": [                
            { "name": "Id" },                
            { "name": "Name" },
            { "name": "Amount" },
            { "name": "StageName" },                
            { "name": "CloseDate" },
            { "name": "AccountId" },
            { "name": "OwnerId" },
            { "name": "OpportunitySupportTeamMembers__c" }
         ]  
      }    
   },    
   "Register_Opportunities_Dataset": {        
      "action": "sfdcRegister",        
      "parameters": {            
         "alias": "Opportunities",            
         "name": "Opportunities",            
         "source": "Extract_Opportunities"        
      }    
   }
}

• Filtering Records Extracted from a Salesforce Object
  Add a filter to the sfdcDigest Transformation transformation to extract a subset of all records from a Salesforce object. You can filter records to reduce the number of extracted and processed records, exclude records that contain irrelevant or sensitive data, and increase dataflow performance.
• Overriding Salesforce Field Metadata
  You can override the field metadata that the sfdcDigest transformation extracts from a Salesforce object to make the data appear differently in a dataset. For example, CRM Analytics can add a default value to records that have missing values for a field.
• Salesforce Big Object Support in CRM Analytics
  The sfdcDigest transformation can extract data from standard and custom big objects in Salesforce, with or without data sync enabled. Consider these limitations for big objects before you configure extraction.
• Unsupported Salesforce Objects and Fields in CRM Analytics
  The sfdcDigest transformation and data sync can’t extract data from all Salesforce objects and fields. Before configuring extraction and sync, review the unsupported objects and fields.
• sfdcDigest Parameters
  When you define an sfdcDigest transformation, you set the action attribute to sfdcDigest and specify the parameters for the object and fields that you want to extract. Optionally, you can also specify parameters to filter the records extracted from the Salesforce object.