Overview
The Lyftron Provider for Salesforce Einstein offers the most natural way to access Salesforce Einstein data from Lyftron with ease and also enables to connect with BI, MDM & ML tools, Data warehouses, Databases and other SAAS based applications with zero code and zero infrastructure requirements. The provider wraps the complexity of accessing Salesforce Einstein data into easy-to-integrate relational fully managed ANSI Sql format. Make faster and better business decisions with Lyftron’s Salesforce Einstein data provider and automatically build your data migration pipelines in minutes, not months
The provider hides the complexity of accessing data and provides additional powerful security features, smart caching, batching, socket management, and more.
Key Features
- Comprehensive Delta load mechanism.
- Real-time access to Salesforce Einstein.
- Comprehensive full support of ANSI Sql to query data with ease.
- Collaborative query processing.
Prerequisites
The user must have credentials for Salesforce Einstein, Lyftron and your destination data warehouse, lake or database to perform the data pipeline operation with Lyftron
Establishing a Connection with Lyftron's Quickstart Steps
Create your Salesforce Einstein connection with Lyftron by following the 5 easy steps show below:
Step1. Add your connection
Click on Connect section on the left panel → Click on Add Connection button
Step2. Select your connector
In the connector selection panel, search and click Salesforce Einstein for your connection
Step3. Enter your connection details
In the Connection String section enter the values of the below parameters. The following connection string is required to establish Salesforce Einstein connection with Lyftron.
"InitiateOAuth=GETANDREFRESH;OAuthClientId=MyConsumerKey;OAuthClientSecret=MyConsumerSecret;CallbackURL=http://localhost:portNumber"Key | Value | Field |
Connection Name | Enter your connection details | Required |
InitiateOAuth | GETANDREFRESH | Required |
OAuthClientId | Your Salesforce Einstein ConsumerKey | Required |
OAuthClientSecret | Your Salesforce Einstein ConsumerSecret | Required |
CallbackURL | localhost:portNumber | Required |
Logfile** | Use the logfile option to debug your job and provide your connection name to generate the log file. [ConnectionConfigurationPath]\Connection_name_log.tx | Optional |
Verbosity** | Choose verbosity 1-5 based on the severity of debugging | Optional |
** For more information, check the Lyftron logging and debugging section.
If you want more detailed information about how to establish a connection with Lyftron, click on Lyftron Connection Quick Start guide.
Step4. Test your connection
Once you are done entering your connection details, simply click on the Test Connection button to test the connectivity. In case your connection fails, add Logfile and Verbosity parameters and check the Lyftron logging and debugging section, to debug the error.
Step5. Save your connection
Hurray! Now you have successfully connected with the Lyftron Salesforce Einstein connector and can utilize the connector to Extract, Warehouse, Analyze, Visualize and Share your data.
Data Model
The provider models the data in Salesforce Einstein Analytics into a list of tables that can be queried using standard SQL statements.
Generally, querying Salesforce Einstein Analytics tables is the same as querying a table in a relational database. Sometimes there are special cases, for example, including a certain column in the WHERE clause might be required to get data for certain columns in the table. This is typically needed for situations where a separate request must be made for each row to get certain columns.
Views
Views are composed of columns and pseudo columns. Views are similar to tables in the way that data is represented; however, views do not support updates. Entities that are represented as views are typically read-only entities. Often, a stored procedure is available to update the data if such functionality is applicable to the data source.
Queries can be executed against a view as if it were a normal table, and the data that comes back is similar in that regard. To find out more about tables and stored procedures, please navigate to their corresponding entries in this help document.
Name | Type | Description |
Dataset_Account | Table | The Salesforce Einstein Analytics dataset Dataset_Account. |
Dataset_Activity | Table | The Salesforce Einstein Analytics dataset Dataset_Activity. |
Dataset_Analytics | Table | The Salesforce Einstein Analytics dataset Dataset_Analytics. |
Dataset_Case | Table | The Salesforce Einstein Analytics dataset Dataset_Case. |
Dataset_DTC_Opportunity_SAMPLE | Table | The Salesforce Einstein Analytics dataset Dataset_DTC_Opportunity_SAMPLE. |
Dataset_Fashion | Table | The Salesforce Einstein Analytics dataset Dataset_Fashion. |
Dataset_OneMillion | Table | The Salesforce Einstein Analytics dataset Dataset_OneMillion. |
Dataset_Opportunity | Table | The Salesforce Einstein Analytics dataset Dataset_Opportunity. |
Dataset_Opportunity_products | Table | The Salesforce Einstein Analytics dataset Dataset_Opportunity_products. |
Dataset_Pipeline_trending | Table | The Salesforce Einstein Analytics dataset Dataset_Pipeline_trending. |
Dataset_Plain_quota | Table | The Salesforce Einstein Analytics dataset Dataset_Plain_quota. |
Dataset_Product | Table | The Salesforce Einstein Analytics dataset Dataset_Product. |
Dataset_Quota | Table | The Salesforce Einstein Analytics dataset Dataset_Quota. |
Dataset_User | Table | The Salesforce Einstein Analytics dataset Dataset_User. |
Dataset_User_role | Table | The Salesforce Einstein Analytics dataset Dataset_User_role. |
Lens_Explore_Opportunities | Views | The Salesforce Einstein Analytics lens Lens_Explore_Opportunities. |
Lens_Historical_Pipeline_By_Forecast | Views | The Salesforce Einstein Analytics lens Lens_Historical_Pipeline_By_Forecast. |
Lens_Historical_Pipeline_By_Stage | Views | The Salesforce Einstein Analytics lens Lens_Historical_Pipeline_By_Stage. |
Lens_Historical_Pipeline_Forecast_By_Quarter | Views | The Salesforce Einstein Analytics lens Lens_Historical_Pipeline_Forecast_By_Quarter. |
Lens_Historical_Pipeline_Stage_By_Quarter | Views | The Salesforce Einstein Analytics lens Lens_Historical_Pipeline_Stage_By_Quarter. |
Lens_Sales_Stage_Details | Views | The Salesforce Einstein Analytics lens Lens_Sales_Stage_Details. |
Lens_X100KLens | Views | The Salesforce Einstein Analytics lens Lens_X100KLens. |
Advanced Settings
To view a detailed advanced settings options, go to Salesforce Einstein Advanced Settings. Complete list of the parameters you can configure in the connection string can be found by clicking Connection String Parameters.