salesforce-extraction

Official

Extract Salesforce data efficiently with precision and control.

Authoraccelerate-data
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This Skill addresses the complexities of Salesforce data extraction, ensuring accurate and efficient data migration into dbt on Microsoft Fabric.

Core Features & Use Cases

  • CDC Timestamp Management: Correctly identifies and utilizes the SystemModstamp field for change data capture, avoiding data loss and inconsistencies.
  • Soft Delete Handling: Ensures that soft-deleted records are captured during extraction, maintaining data integrity.
  • CPQ Integration: Handles CPQ overrides and provides accurate deal values by extracting CPQ-related fields.
  • Record Type Filtering: Filters and extracts data based on Record Types, preventing data mix-ups.
  • Use Case: For organizations looking to modernize their Salesforce data pipelines and ensure data accuracy post-CPQ implementation.

Quick Start

Use the salesforce-extraction skill to extract Opportunities and Accounts from Salesforce into your dbt models on Microsoft Fabric.

Dependency Matrix

Required Modules

simple-salesforcedbt

Components

scriptsreferences

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: salesforce-extraction
Download link: https://github.com/accelerate-data/vibedata-official/archive/main.zip#salesforce-extraction

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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