Steps: Configure Staging Tables and Columns for Salesforce Data Sources

Import your Salesforce structure.

Security:

Integration Operator
permission.

Data Designer
permission.

Staging tables display in the tabs in the

Tables to Import

section after you import from data sources. Staging tables enable you to view the imported data and structure of your data source. You can confirm and refine the structure before you load the data into your model.

In the staging tables you can:

Compare the source with the staging table results.

Use advanced filters to review smaller areas of the structure and data.

Change the table settings.

Add and remove staging tables from the import.

Add and remove columns from the import.

Sort the data in columns.

Manage settings of columns. Example: You can change the data type for custom columns.

Download the data from each staging table.

Go to

Integration

Design Integrations

From the

Data Sources

section, select your Salesforce data source.

Drag and drop the tables that you want to import from the

Data Components

section to the

Tables To Import

section.

Each table that you drag and drop adds a new tab.

(Optional) On the drop-down menu of each table tab, select Manage Columns
and change which columns from the tables to import.

You can't restrict your data source from importing system-generated fields. Example: isDeleted.

(Optional) On the drop-down menu of each table tab, select

Table Settings

Enter SQL Filter

and enter a SQL expression that filters or formats the data import.

Use this data import filter to create an additional level of staging data control. We apply this filter to the actual data in the database, not the preview data in the staging area.

Not all data source types support the same level of SQL filtering.

(Optional) Use the drop-down menu of each column header of your tables to change column properties or delete columns.

(Optional) Create Advanced Filters for Staging Tables.

On the

Actions

section, import your data.