Home > Salesforce Summer ’21 Release Notes > Analytics > Tableau CRM > Salesforce Data Pipelines >

Enrich Salesforce Data at Scale with Salesforce Data Pipelines

Use this new product, Salesforce Data Pipelines, alongside Salesforce to modify and enrich your Salesforce data. If your CRM data is scattered among multiple services inside and outside of Salesforce, consolidate it in Salesforce. Create a single, accessible, trusted view of all CRM data to enable users in your org to make smarter, faster decisions. You can also use Data Pipelines to transform Salesforce data in bulk without needing third-party tools or taking the data outside your trusted Salesforce environment. Unlike external Extract, Transform, and Load (ELT) tools and data warehousing solutions, Data Pipelines is built natively into your Salesforce CRM, ensuring that updates are fast and secure. No more round-tripping data through expensive, fragile, lower-performing external systems.

Where: Salesforce Data Pipelines is available for an extra cost in Enterprise, Performance, and Unlimited editions.

Who: Data Pipelines isn’t available to Government Cloud customers.

Why: Data Pipelines enables you to enrich your Salesforce data with other critical information that users need to make more informed decisions. For example, to enable customer support agents to provide premium service to large accounts and proactively reach out to unsatisfied customers, you build this recipe.The recipe extracts data from two Salesforce objects and from an external source with survey responses, then joins and transforms the data before writing it to a custom Salesforce object.

A recipe is a sequence of transformations that Tableau CRM performs on source data before loading it into a target. This recipe calculates the lifetime spend of each customer by aggregating opportunity amounts for each account. It pulls this data from the Salesforce objects: Opportunity and Opportunity Line Item. The recipe also pulls in customer comments from a Google survey. To determine how customers feel about your products and services, the recipe uses a machine learning transformation to automatically detect the general sentiment of each customer’s comment. The recipe then joins the sentiment with each account. Finally, the recipe writes the lifetime spend and sentiment to a custom Salesforce object.

To make this information available to support agents, you add the information to a Lightning component in the account detail page. Now agents can handle each account appropriately.The account details page shows customer sentiment and the total lifetime spend for the account.

How: To set up Data Pipelines, from Setup, in the Quick Find box, enter Data Pipelines, and then click Getting Started. The Getting Started page shows a toggle to enable the product, output connector enablement options, and product usage and limits.

Verify that Data Pipelines is enabled, and then enable the output connectors to write data to a target, like Salesforce. (You can also write data to Amazon S3, Snowflake, and Tableau Online.) If you purchased Data Pipelines and Tableau CRM, the output connector settings impact both products.

After setup is complete, users can use the Data Manager app to build, run, schedule, and monitor recipes that extract, transform, and load data into Salesforce. To open the Data Manager app, select Data Manager from the app picker. Data Manager is an app listed in the app picker.