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DavidT
Contributor ⭐️⭐️
June 15, 2021

Transformation step for the Salesforce Connector

  • June 15, 2021
  • 3 replies
  • 87 views

In the Salesforce Connector 2.0 I can only use source and target, it would be nice to have a transformation step as well where minor corrections can be made. For instance adding case fields or additional filters.

We have this option in the “Freshdesk” connector where I use a transformation step to translate the built in Priority names in Freshdesk to our reporting standard P1-P5

 

    3 replies

    sai_ram
    sai_ram
    Expert ⭐️⭐️
    June 16, 2021

    @DavidT thank you for posting it here, please expect a delay in replying to your request.

    jean.nairon
    jean.nairon
    Expert ⭐️
    June 16, 2021

    Hi @DavidT - there is a work around for this in the Rules Engine. You can create a rule to pull the data from GS and then add any transformation or merges to the data afterwards.

    Rules can run every 2 hours with a cron expression where as connector jobs can run every hour. That’s a slight limitation but there is a lot more features for transforming the data. 

    Jean
      sai_ram
      sai_ram
      Expert ⭐️⭐️
      August 4, 2021

      Hi @DavidT - there is a work around for this in the Rules Engine. You can create a rule to pull the data from GS and then add any transformation or merges to the data afterwards.

      Rules can run every 2 hours with a cron expression where as connector jobs can run every hour. That’s a slight limitation but there is a lot more features for transforming the data. 

      @jean.nairon thanks for posting the workaround! 

      @DavidT sorry, as of today we don’t have anything on the road-map. I would say to go with @jean.nairons workaround. 

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