You work in the retail industry, and business analysts in your enterprise need to analyze product sales trends based on a particular region.
Sales record files can contain information about products that are sold in multiple outlets and regions. You can consolidate the data from the sales record in Salesforce.
Configure a
synchronization
task to write to Salesforce Analytics.
You perform the following
synchronization
tasks:
Define the
synchronization
task.
Configure a
synchronization
task to use the insert operation.
Use a Salesforce source object.
The source for the
synchronization
task is a Salesforce connection that contains the product sales data. The Salesforce object is a single source in the
synchronization
task. Include the Row ID, Order ID, Order Quantity, Order Date, Unit Price, Region, and Product Category source columns in Salesforce. Specify
SALES_RECORDS
as the resource for the source object.
Create a Salesforce Analytics target object.
Select the fields
Row_Id
,
Order_Id
,
Order_Quantity
,
Order_Date
,
Unit_Price
,
Region
, and
Product_Catagory
from the source object that you want to insert into the target object. Provide a name
SALESFORCE_ANALYTICS_SALES
for the target object and specify the connection type as Salesforce Analytics. The
synchronization
task populates the fields in the location you specify in the connection.
Configure a field mapping.
Map all the fields under
SALES_RECORDS
source data to all the fields in the target
SALESFORCE_ANALYTICS_SALES
. The
synchronization
task writes the mapped source data to Salesforce Analytics.
The following image shows the mapping of the
SALES_RECORDS
source with the
SALESFORCE_ANALYTICS_SALES
target:
Configure the advanced target properties.
In the advanced target properties, you choose to publish to Salesforce Analytics. Provide the project name
Salesforce_Analytics_Sales
and site name,
Sales
. Specify a directory path that is available on each Secure Agent machine in the runtime environment. Save and run the task.
Open the site in Salesforce Analytics to visualize the exported data.
The following image shows the data categorized by region in Salesforce Analytics.
ASK INFAPreview
