Salesforce Formula Utils dbt Package
This dbt package provides a macro which can be used to generate views on top of Salesforce objects while recreating formula fields.
Resources
- Number of materialized models¹: However many upstream salesforce objects include formula fields.
- Connector documentation
- dbt package documentation
What does this dbt package do?
This package enables you to accurately map Salesforce formulas to existing tables through macros and scripts. It creates enriched models with formula fields integrated into your Salesforce data.
Note: this package is distinct from the Salesforce dbt package, which transforms Salesforce data and outputs analytics-ready end models. Additionally, please this solution does not support formula field history mode. The formula fields recreated from this package will only use the most recent formula available in your Salesforce environment.
Output schema
Final output tables are generated in the following target schema:
<your_database>.<connector/schema_name>_salesforce_formula_utils
Final output tables
By default, this package materializes the following final tables:
| Table | Description |
|---|---|
| Salesforce Object Name | Table which includes the base Salesforce object fields in addition to any applicable Salesforce formula fields. |
¹ Each Quickstart transformation job run materializes these models if all components of this data model are enabled. This count includes all formula field models materialized as view.
Prerequisites
To use this dbt package, you must have the following:
- At least one Fivetran Salesforce connection syncing data into your destination.
- A BigQuery, Snowflake, Redshift, PostgreSQL, or Databricks destination.
How do I use the dbt package?
You can either add this dbt package in the Fivetran dashboard or import it into your dbt project:
- To add the package in the Fivetran dashboard, follow our Quickstart guide.
- To add the package to your dbt project, follow the setup instructions in the dbt package's README file to use this package.
How is this package maintained and can I contribute?
Package Maintenance
The Fivetran team maintaining this package only maintains the latest version of the package. We highly recommend you stay consistent with the latest version of the package and refer to the CHANGELOG and release notes for more information on changes across versions.
Contributions
A small team of analytics engineers at Fivetran develops these dbt packages. However, the packages are made better by community contributions.
We highly encourage and welcome contributions to this package. Learn how to contribute to a package in dbt's Contributing to an external dbt package article.