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CRM current (Keboola (transform (stg_opportunity (opportunity (format…
CRM current
Keboola
Extract
lead
in.c-salesforce_generic_waterpeople.lead
account
in.c-salesforce_generic_waterpeople.account
opportunity
in.c-salesforce_generic_waterpeople.opportunity
opportunity_history
in.c-salesforce_generic_waterpeople.opportunity_history
organization
in.c-salesforce_generic_waterpeople.organization
user
in.c-salesforce_generic_waterpeople.user
lead_history
in.c-salesforce_generic_waterpeople.lead_history
transform
stg_opportunity
opportunity
format timestamp
format date
organization
Set date format
Set timestamp format
Create table stg_organisation
organisation
Create table stg_account
account
format timestamp
organization
Create table stg_lead
lead
format timestamp
format date
organization
create table stg_lead_history
lead_history
format timestamp
organization
create table stg_opportunity_history
opportunity_history
format timestamp
format date
organization
create table_stg_user_update
user
format timestamp
concatenate user_id & modstamp
organization
Write to snowflake
sf_lead
sf_organisation
sf_account
sf_oppportunity
sf_opportunity_history
sf_user_update
sf_lead_history
Looker
sales funnel model
FK table view
er_fk_table
crm leads view
Union
Snowflake - SalesForce
sf_opportunity_history
sf_lead_history
er_fk_table
sf_opportunity
sf lead
Showflake - Pipeline
pd_deals
pd_stages
crm lead history view
Union
Snowflake - SalesForce
sf_opportunity_history
sf_lead_history
sf_opportunity
sf_lead
Snowflake - Pipeline
pd_deal_history
pd_stages