Salesforce Pipeline Analysis SpotApp

SpotApps are ThoughtSpot’s out-of-the-box solution templates built for specific use cases and data sources. They are built on ThoughtSpot Modeling Language (TML) Blocks, which are pre-built pieces of code that are easy to download and implement directly from the product.

The Salesforce Pipeline Analysis SpotApp mimics the Salesforce data model. When you deploy it, ThoughtSpot creates several Worksheets, Answers, and Liveboards, based on your Salesforce data in your cloud data warehouse.

This is a sample Liveboard, created after you deploy the Salesforce Pipeline Analysis SpotApp:

Salesforce SpotApp Liveboard

Use the Salesforce Pipeline Analysis SpotApp to track how prospects progress closer to closed deals.

Prerequisites

Before you can deploy the Salesforce Pipeline Analysis SpotApp, you must complete the following prerequisites:

  • Review the required tables and columns for the SpotApp.

  • Ensure that your columns match the required column type listed in the schema for your SpotApp.

  • Sync all tables and columns from Salesforce to your cloud data warehouse. You can sync only the required tables and columns, but ThoughtSpot recommends syncing all tables and columns from Salesforce to your CDW. The columns can be Salesforce’s out-of-the-box columns, or any custom columns that you are using instead of the out-of-the-box columns.

    If you are using an ETL/ELT tool or working with another team in your organization to move data, our recommendation is that you sync all columns from the tables listed in the SpotApp.

  • Obtain credentials and SYSADMIN privileges to connect to your cloud data warehouse. The cloud data warehouse must contain the data you would like ThoughtSpot to use to create Answers, Liveboards, and Worksheets. Refer to the connection reference for your cloud data warehouse for information about required credentials:

  • The connection name for each new SpotApp must be unique.

  • Administrator access to Salesforce

  • Access to the following Salesforce tables and Worksheets in your cloud data warehouse. Refer to Salesforce Pipeline Analysis SpotApp schema for more details.

    • ACCOUNT (table)

    • OPPORTUNITY (table)

    • OPPORTUNITY_HISTORY (table)

    • OPPORTUNITY_STAGE (table)

    • USER (table)

    • CURRENCY_TYPE (table)

    • Salesforce (Worksheet)

  • Run the required SQL commands in your cloud data warehouse. Refer to Run SQL commands.

Run SQL commands

Run the following SQL commands on your cloud data warehouse instance. The commands create 5 views in your cloud data warehouse schema. Create the views in one common database. Replace any parts of the script that say database_name with your specific database name, and replace schema_name with your specific schema name.

The following SQL example is for the Snowflake cloud data warehouse. You may need to modify the code for the SQL requirements of your specific cloud data warehouse.

SQL commands:

Open the dropdown menu to view the SQL commands. 
create or replace view database_name.schema_name.ACCOUNT
as
select * from database_name.schema_name."ACCOUNT";

create or replace view database_name.schema_name.OPPORTUNITY
as
select * from database_name.schema_name."OPPORTUNITY";

create or replace view database_name.schema_name.OPPORTUNITY_HISTORY
as
select * from database_name.schema_name."OPPORTUNITY_HISTORY";

create or replace view database_name.schema_name.OPPORTUNITY_STAGE
as
select * from database_name.schema_name."OPPORTUNITY_STAGE";

create or replace view database_name.schema_name.USER
as
select * from database_name.schema_name."USER";

create or replace view database_name.schema_name.CURRENCY_TYPE
as
select * from database_name.schema_name."CURRENCY_TYPE";

Deploy the Salesforce Pipeline Analysis SpotApp

After you complete the prerequisites, you are ready to deploy the Salesforce Pipeline Analysis SpotApp and begin leveraging its pre-built content.

To deploy the Salesforce Pipeline Analysis SpotApp, refer to Deploying SpotApps.

Salesforce Pipeline Analysis SpotApp schema

The following table describes the schema for the Salesforce Pipeline Analysis SpotApp.

Table Column Column type Required column

ACCOUNT

ID

VARCHAR

N

ACCOUNT

IS_DELETED

BOOL

N

ACCOUNT

NAME

VARCHAR

Y

ACCOUNT

TYPE

VARCHAR

N

ACCOUNT

INDUSTRY

VARCHAR

N

ACCOUNT

ANNUAL_REVENUE

INT64

N

ACCOUNT

NUMBER_OF_EMPLOYEES

INT64

N

ACCOUNT

REGION

VARCHAR

N

CURRENCY_TYPE

ISO_CODE

VARCHAR

Y

CURRENCY_TYPE

CONVERSION_RATE

DOUBLE

Y

OPPORTUNITY

STAGE_NAME

VARCHAR

Y

OPPORTUNITY

ACCOUNT_ID

VARCHAR

Y

OPPORTUNITY

NAME

VARCHAR

Y

OPPORTUNITY

AMOUNT

DOUBLE

Y

OPPORTUNITY

EXPECTED_REVENUE

DOUBLE

N

OPPORTUNITY

TOTAL_OPPORTUNITY_QUANTITY

DOUBLE

N

OPPORTUNITY

CLOSE_DATE

DATE

Y

OPPORTUNITY

TYPE

VARCHAR

Y

OPPORTUNITY

CAMPAIGN_ID

VARCHAR

N

OPPORTUNITY

CREATED_DATE

DATE_TIME

Y

OPPORTUNITY

FORECAST_CATEGORY

VARCHAR

N

OPPORTUNITY

ID

VARCHAR

Y

OPPORTUNITY

OWNER_ID

VARCHAR

Y

OPPORTUNITY

LEAD_SOURCE

VARCHAR

N

OPPORTUNITY_HISTORY

FORECAST_CATEGORY

VARCHAR

N

OPPORTUNITY_HISTORY

OPPORTUNITY_ID

VARCHAR

Y

OPPORTUNITY_HISTORY

STAGE_NAME

VARCHAR

Y

OPPORTUNITY_STAGE

IS_ACTIVE

BOOL

Y

OPPORTUNITY_STAGE

IS_CLOSED

BOOL

Y

OPPORTUNITY_STAGE

API_NAME

VARCHAR

Y

OPPORTUNITY_STAGE

IS_WON

BOOL

Y

USER

NAME

VARCHAR

Y

USER

COMPANY_NAME

VARCHAR

N

USER

ID

VARCHAR

Y