Eldridge Salesforce API

Owned by Graham Tolson (Deactivated)
Last updated: Oct 29, 2021 by Prashanth Kumar
2 min read

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”.

 

 

Updates
1. 6 flat datasets are created by datateam (File’s are uploaded as it is, without any transformations and created as Flat Dataset)
2. Dashboards created by Content team and assigned Eldridge for review.
3. Based on feedback from Eldridge and approval from Emily, Decided to automate updates for datasets which used in building dashboards.
Automation Approach:
1. Data will be pulled at 6PM EST
2. Pull the LIVE data and compare the rows with already ingested data (using “ID” column). Drop the matching row from already ingested data and append LIVE data.
3. This will result in rows without duplicates.
Next task pending:
1. Ingest monthly screenshot as dataset?
2. What exactly client wants to see in monthly screenshot.
3. Knoema uses fixed dimension concept. If we get confirmation from client what exactly they need as dimension and what indicators they want to see then we can proceed