Salesforce
Submitted Lead
A lead was created in salesforce.
Type: Activity Transformation
SELECT
l.id as activity_id,
l.created_date as ts,
NULL as anonymous_customer_id,
l.email as customer,
'sumitted_lead' as activity,
l.source_c as feature_1, -- lead source
l.city as feature_2,
NULL as feature_3,
NULL as revenue_impact,
'https://emea.salesforce.com/' || l.id as link
FROM salesforce.lead l
where not l.is_deleted
Note: Do not try to get a unique lead in the transformation cause it never works, just use First in dataset
Received Contract
A contract was sent via Salesforce. We will use opportunity history to capture the multiple times a contract gets sent.
Type: Activity Transformation
SELECT
h.id as activity_id,
h.created_date as ts,
NULL as anonymous_customer_id,
a.person_email as customer,
'received_contract' as activity,
NULL as feature_1,
NULL as feature_2,
NULL as feature_3,
o.amount as revenue_impact,
'https://emea.salesforce.com/' || o.id as link
from salesforce_fivetran.opportunity_field_history h
left join salesforce_fivetran.opportunity o
on (h.opportunity_id = o.id)
left join salesforce_fivetran.account a
on (a.id = o.account_id)
WHERE h.new_value = 'Contract Sent'
Opportunity Created
An opportunity was created for that customer in Salesforce
Type: Activity Transformation
SELECT
o.id as activity_id,
o.created_date as ts,
NULL as anonymous_customer_id,
a.person_email as customer,
'became_opportunity' as activity,
NULL as feature_1,
NULL as feature_2,
NULL as feature_3,
o.amount as revenue_impact,
'https://emea.salesforce.com/' || o.id as link
from salesforce_fivetran.opportunity o
JOIN salesforce_fivetran.account a
on (a.id = o.account_id)
where not a.is_deleted
Closed Opportunity
An Opporutnity was closed won or closed lost via Salesforce. We will use opportunity history to capture the multiple times an opportunity changes its states.
Type: Activity Transformation
SELECT
h.id as activity_id,
h.created_date as ts,
NULL as anonymous_customer_id,
a.person_email as customer,
CASE
WHEN h.new_value = 'Closed Won' THEN 'won_opportunity'
WHEN h.new_value = 'Closed Lost' THEN 'lost_opportunity'
END as activity,
NULL as feature_1,
NULL as feature_2,
NULL as feature_3,
o.amount as revenue_impact,
'https://emea.salesforce.com/' || o.id as link
from salesforce_fivetran.opportunity_field_history h
left join salesforce_fivetran.opportunity o
on (h.opportunity_id = o.id)
left join salesforce_fivetran.account a
on (a.id = o.account_id)
WHERE h.new_value in ('Closed Won', 'Closed Lost')
Started Call
A call was placed. I am using Tasks in Salesforce because it is most common to add your call system to saleforce
Type: Activity Transformation
SELECT
t.id as activity_id,
t.created_date as ts,
l.phone as anonymous_customer_id,
l.email as customer,
'started_call' as activity,
t.call_disposition as feature_1,
t.call_type as feature_2,
t.subject as feature_3,
NULL as revenue_impact,
NULL as link
from salesforce_fivetran.task t
join salesforce_fivetran.lead l
on (l.id = t.who_id)
where t.type = 'Call'
Completed Call
A call was completed.
Type: Activity Transformation
SELECT
t.id as activity_id,
date_add('seconds', t.call_duration_in_seconds, t.created_date) as ts,
l.phone as anonymous_customer_id,
l.email as customer,
'completed_call' as activity,
t.call_disposition as feature_1,
t.call_type as feature_2,
t.subject as feature_3,
NULL as revenue_impact,
NULL as link
from salesforce_fivetran.task t
join salesforce_fivetran.lead l
on (l.id = t.who_id)
where t.type = 'Call' and NULLIF(t.call_duration_in_seconds, 0) > 0
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Updated over 2 years ago
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