2022: Week 38 - Salesforce Standard Connections for Dreamforce22

Challenge by: Lorna Brown

This week comes a special challenge because it is Dreamforce conference week. Wherever you are in the world you can participate in Dreamforce as they have a virtual and in person element in San Francisco.

This challenge is about trying to replicate one of many of the Standard Salesforce connections that you can have in Tableau Desktop. Tableau have created these standard connections, for when you connect Salesforce, which allows you to create the most common data schemas available.

If you are not aware of what Salesforce is, it is a CRM platform which allows you to track leads & opportunities, and I’m sure it does much more than that. 

We have different experiences when we connect to Salesforce via Tableau Prep and Desktop, which is why we want to be able to recreate some of those standard connections within Prep, to allow us to join onto a variety different data sets for future use. Another difference when we are connecting to Tableau Prep over Desktop is that the data is always being pulled through live, meaning we can investigate our data connections without bringing them into Tableau Desktop to make sure we have joined our tables correctly.

This challenge does require you to either have your own salesforce instance or create a developer account which can be done here. (We encourage you to do this but will also include the text extracts in case you're working within a software that does not directly connect to Salesforce)

Once you have your account, if you connect it to Tableau Desktop, you can see the standard connections and use that to help you along your journey of recreation


On the left side, you have the standard connections available:


For this challenge we want you to recreate the Opportunities Standard Connection in Tableau Prep:

One of the perks of Tableau Prep is that we can remove fields that we don’t need and rename those that are important to make sure we are using the right fields, which makes it easier for everyone else to know which field they need to use. Your final output should look something like this:



Hint: In desktop, they have renamed some of the tables in the connection, again to make it easier to use, for example Created By & Owned By are using the User Table.


Inputs

  1. Opportunity Table (47 fields)

  2. User Table (172 fields)

  3. Account Table (63 fields)

Requirements

  • Connect to Salesforce within Tableau Prep (or to the input files)
  • Recreate the Opportunities Standard Connection (see above)
  • Only include the fields listed above
  • Output the data
  • Now we want to create datasets which will easily answer some questions:
    • Who is the Opportunity Owner with the Highest Amount?
    • Who is the Account Owner with the Highest Amount?
    • Which Account has the most Opportunities & Amount?
  • Create an output for each question

Outputs

1. Opportunities Standard Connection

  • 13 fields
    • Opportunity Name
    • StageName
    • Amount
    • Created By Name
    • Owner Name
    • Account Name
    • Account Type
    • Account Owner Name
    • Account Created By Name
    • Opportunity ID
    • AccountId
    • OwnerId
    • CreatedById
  • 706 rows (707 including headers)
2. Who is the Opportunity Owner with the Highest Amount?
  • 2 fields
    • Owner Name
    • Amount
  • 18 rows (19 including headers)
3. Who is the Account Owner with the Highest Amount?
  • 2 fields
    • Account Owner Name
    • Amount
  • 18 rows (19 including headers)
4. Which Account has the most Opportunities & Amount?

  • 3 fields
    • Account Name
    • Number of Opportunities
    • Amount
  • 498 rows (499 including headers)
The full outputs can be downloaded here. 

After you finish the challenge make sure to fill in the participation tracker, then share your solution on Twitter using #PreppinData and tagging @Datajedininja, @JennyMartinDS14, @TomProwse1 and @_Lorna_Brown
You can also post your solution on the Tableau Forum where we have a Preppin' Data community page. Post your solutions and ask questions if you need any help! 

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