Bringing Salesforce data into CRMA

This section will teach you, in detail, how to ingest Salesforce data and create a dataset that is useful for analysis and exploration. Before you build your first dataset, you need to consider dataset design.

Designing a dataset

CRMA data is stored in inverted index structures. Ideally, you should start with the lowest, most granular level (that is, the child) and follow a path up to the parent table hierarchy, which constitutes a dataset answering the business case in question. You can have multiple datasets and augment to one large dataset, or you can calculate and aggregate on the fly using SAQL in the dashboard editor.

It is critical that you understand and work with the dataset as they pertain to questions of a business case nature. That is, when designing your dataset, consider the following:

• Avoid the notion of building a data warehouse in one dataset.
• At the same time, a dataset is not meant to be the substitute of...