Hey,
I'm a one man BI and Sales Operations department whose been tasked with designing and implementing salesforce.com accross my whole organization. I have never done anything like this before in my life. Four months ago I was a Financial Analyst doing 90% of everything in excel like an ape... This is going to require that a whole bunch of different tables/views in our SQL Server DB be synced with SFDC. One of the biggest things we need synced between the two databases is our Revenue table(it's really just view i've set up in the server). I need to insert new records from this table and update changed records from this table. I can leverage Alteryx Designer to do each part in pieces but I know there must be a way to integrate the two in one fell swoop.
The revenue table coming out of our DB is pretty simple and is related to our Accounts. I'm really just looking for an example of a workflow that does something that accomplishes these items:
-Inserts New Records(Revenue Object in SFDC)
-Updates Changed Records(Revenue Object in SFDC)
-Marries Revenue records to Accounts
The DB connection is established. Salesforce connection is good to go. Just need the schema in between.
Obviously I'm very new to ETL processes...