Eldridge’s Salesforce Data for ingest into Knoema Portal. The following fields are needed:
Account (Company)
Opportunity (Deal)
Contact All Details
Investment (Custom attribute)
New Data Objects To review
Secutiytype
portfolio__C
Point-In-Time
Start monthly archives in June
List of attributes will come from Steve. Initially look at “amount” and “close date” . Full list of attributes come from pipeline reports for field.
Snowflake Bulk API documentation: https://developer.salesforce.com/docs/atlas.en-us.api_asynch.meta/api_asynch/asynch_api_intro.htm
Here is the link to Salesforce https://eldridge.lightning.force.com/lightning/page/home
Contact Hari or Graham for creds.
**Eldridge would like Point-In-Time (PIT) data snapshots monthly. Unknown which attributes they would like to have point-in-time**
Please look at Salesforce schema builder - explains how to join/maps together.
Data ingestion into Knoema are the green up arrows. Data ingestion into Eldridge and into Knoema (bi-directional) is through “Investments”.
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