Formula Fields - Salesforce Quickstart Model

Overview

Formula fields are custom fields in Salesforce that require post-load transformations for accurate replication. The Fivetran formula fields data model automatically discovers which Salesforce objects have formulas by reading the FIVETRAN_FORMULA_MODEL connector table, and we create a distinct view in the destination for each of them.

Why is this important?

A significant challenge with Salesforce as a source is ensuring that formula fields are synced and replicated properly in the destination. The Quickstart data model simplifies this process, with formula fields ready for use immediately after the Salesforce connection's sync and subsequent Quickstart data model run.

How does it work?

Before each Quickstart data model run, we automatically discover which Salesforce objects have formula fields and deploy a view for each one. The resulting views follow the naming convention sf_formula__<object_name>. For example, views might be named sf_formula__account and sf_formula__contact.

If a formula field model fails consistently across multiple runs, we automatically pause it to prevent it from blocking other models. Paused formula field models resume automatically after a full refresh.

For destinations where you set up a Salesforce Quickstart transformation for the first time, you have formula fields included by default. All reporting and formula field models are included by default. Reporting models can be edited and removed individually, while formula field models are enabled or disabled as a group.

How can I access my formula fields?

Once your Quickstart models are up and running, the Salesforce Quickstart package creates a new Quickstart schema in your destination. This schema contains a formula field view for each of your Salesforce objects with formula fields and is accessible to the connection. Each formula field view is named sf_formula__<object_name>.

You can access your formula fields by running the following query on the new Quickstart schema:

SELECT my_formula_field

FROM <destination_name>.<salesforce_connector_schema_name>_quickstart.sf_formula__<object_name>;