In this tutorial we'll explain how to get the Salesforce Extractor integrated with your Meltano project to pull your Salesforce data and load it into a Postgres analytics database.
For this tutorial, you can use a new or existing Meltano project.
If this is your first time using Salesforce with Meltano, you will need to enable access to Salesforce's API and get your Salesforce Security Token by following the instructions found in the Salesforce Extractor documentation.
Open your Meltano instance and click "Pipelines" in the top navigation bar. You should now see the Extractors page, which contains various options for connecting your data sources.
tap-salesforce by clicking on the
Install button inside its card.
On the configuration modal enter your username and password, the Security Token Salesforce extractor will use to connect to Salesforce, and the Start Date you want the extracted data set to start from.
Save to finish configuring the extractor and progress to the next step, the Loaders page.
Install Postgres and set the credentials for your local Postgres.
Information on how to install a Postgres Database on your local machine and configure the Postgres Loader can be found on PostgresQL Database Tutorials.
With our extractor and loader configured, you should now see the following page:
This page allows you to apply transformations to your data. We want to run the default transforms that come pre-bundled with Meltano for data fetched from Salesforce, so we are going to select
Run and then click
If you'd like to learn more about how transforms work in Meltano, check out our docs on Meltano transform.
You should now be greeted with the Schedules page with a modal to create your first pipeline!
Pipelines allow you to create scheduled tasks through Apache Airflow. For example, you may want a recurring task that updates the database at the end of every business day.
In the current form, you will see:
All we need to do is click
Save to start our new pipeline! The pipeline's log opens automatically and you can check the pipeline running and what Meltano does behind the scenes to extract and load the data.
You should see a spinning icon that indicates that the pipeline is not completed. Once it's complete, the indicator will disappear and you should be able to see the final results of the extraction:
Now that you have connected to Salesforce, configured the Postgres Loader, and run a successful pipeline for the dataset, you are now ready to analyze the data!
Click the Analyze button on the bottom right of the log modal and then select the option provided for the Salesforce Model.
Meltano Models provide a starting point to explore and analyze data for specific use cases. They are similar to templates with only what is relevant for each use case included.
The Analyze page contains an interactive user interface to allow you to dynamically build queries and visualize your data.
Let's explore and analyze our Salesforce Opportunities data by selecting the following attributes in the left column:
And with that, the big moment is upon us, it's time to click
Run to run our query!
You should now see a bar chart visualization and a table below to see the data in detail.
Let's order the data by Average Amount descending:
Let's say that we want to figure out which combination of Source and Opportunity Type results to the highest average amounts. We can filter the results to only include won opportunities.
Filters dropdown menu at the top of the Query pane and add a filter to only keep opportunities in the
Closed Won Stage:
Stage Name -->
Equal to -->
Add, run the query and, finally, switch the graph to an area chart:
In our example, we can see that the most valuable opportunities are new customers that are reffered by our partners.
When we find an analysis that we want to reference in the future, we can easily do this by creating a report. This can be accomplished by clicking on the
Save Report dropdown in the Analyze toolbar. This will open a dropdown with a default report name that is dynamically populated, but can be easily changed.
Once we click
Save, we should see the upper left "Untitled Report" change to our new report name.
And with that, our analysis has been saved!
As you acquire more reports, you will probably want to organize them via dashboards. This can be done by clicking on the new
Add to Dashboard dropdown in the toolbar.
Since we have never created a dashboard, click on
New Dashboard, which will trigger a modal that contains a dynamically generated dashboard name that can be customized as desired.
Once we click
Create, we can now verify that the our report has been added to the Dashboard by clicking on the
Add to Dashboard menu. We can also visit the Dashboard directly by clicking on the
Dashboard navigation item in the header, which shows our newly created Dashboard and the associated Report.
And with that, you have now setup a complete end-to-end data solution for extracting and analyzing Salesforce data with Meltano! 🎉
You can now check the advanced Tutorial on how to Create Custom Transformations and Models for your Salesforce data.
And don't forget to save the reports that you find useful and add reports to your dashboards.