Source and Destination Formula Field Value Discrepancies

Issue

The formula field values in my destination don't match the values in Salesforce.

Environment

• Connector: Salesforce
• Formula fields

Resolution

Follow the steps below to troubleshoot and resolve formula field value discrepancies.

Check for null formula field values

When we can't translate a formula field, we assign a null value and provide the reason in the FIVETRAN_FORMULA_FAILURE_REASON system table. For more information, see our Formula field translation failures documentation.

To determine the cause of null values, see Why Do Some Formula Fields Translate to null Values?

Upgrade your dbt package

A dbt package upgrade may resolve known issues impacting your data. To check for available upgrades, do the following:

1. In Fivetran, go to your Salesforce connection page.
2. Select the Transformations tab.
3. Click the more options menu to the right of the relevant transformation.
4. Click Upgrade Package if the option appears. Otherwise, there are no available upgrades.
5. In the confirmation pop-up window, click Upgrade package.

NOTE: If you manage your transformations in dbt Core, you must update the package manually. For more information, see dbt's Updating a package documentation.

Check for null historical values

If the connection's authorizing user only recently gained access to a field, the corresponding column may contain null historical values, resulting in formula field translation discrepancies.

Review the column values referenced in the formula field. If you encounter null historical values, perform a historical re-sync on the affected table(s).

Review Fivetran's formula field sync limitations

Our incremental syncs may not extract all records affected by formula field changes. To ensure data integrity, we don't sync these unreliable fields by default. For more information, see our Salesforce formula field sync limitations.

We recommend using our Salesforce Formula Utils dbt or Salesforce Quickstart packages to avoid these limitations. However, if you sync formula fields directly, we recommend performing regular historical re-syncs on all impacted tables.

Confirm if the formula model has synced after the last Salesforce update

When a formula field updates in Salesforce, a transformation must run after the next sync to update the destination formula view.

To check whether a transformation run has occurred, do the following:

1. Review the transformation's schedule and confirm its last scheduled run. For more information, see our Transformation schedule documentation.
2. Review the transformation's run log to confirm that the formula model has synced since the last formula field update.
3. If the transformation has not run since the last update, trigger a manual run.