CONNECTOR · SALESFORCE

Salesforce — Exports via Bulk API de accounts, opportunities, leads.

CONNECTOR · SALESFORCE

Salesforce

Exports via Bulk API de accounts, opportunities, leads.

categoriaOrigem · CRM
alvo de frescorHourly via Bulk API; near-real-time via Streaming se licenciado.
modelo de authConnected app + OAuth refresh token.
modo de syncExtração via Bulk API → staging.

TABELAS SINCRONIZADAS

Account, Contact, Lead, Opportunity, OpportunityLineItem, Campaign.

SCHEMA · EXEMPLO

schema.sqlSQL

CREATE TABLE sfdc.opportunity (
  Id              TEXT PRIMARY KEY,
  AccountId       TEXT,
  Amount          NUMERIC,
  StageName       TEXT,
  CloseDate       DATE,
  IsWon           BOOLEAN
);

QUERY · EXEMPLO

query.sqlSQL

SELECT StageName, COUNT(*) AS n, SUM(Amount) AS pipeline
FROM sfdc.opportunity
WHERE CloseDate >= CURRENT_DATE - INTERVAL 0
GROUP BY 1 ORDER BY 3 DESC;

OPS NOTES

Limites de API atrapalham backfill ingênuo. Chunkamos por janelas de CloseDate e respeitamos limite rolling 24h.

RELATED · CONNECTORS

Origem · Tracking de eventos

Segment

Conecte um pipeline real ao seu warehouse

Revisão de stack de 30 min. Voltamos com escopo, owner e contrato de frescor. Sem SDR, sem deck.

Agendar revisão de 30 min Abrir o playground