This week, we learnt Salesforce, including how to mock a dataset on Mockaroo and get it into Salesforce, and vice versa (from Salesforce to Mockaroo); and also how to connect Tableau to Salesforce to create some dashboards. This might sound confusing at first, but a schema makes things easier (see below). Before diving in, make sure you have a Mockaroo account, a Salesforce account, and Salesforce Data Loader.
1. Mockaroo -> Computer
· Create a mock dataset on Mockaroo
· Make sure your field names are compatible with Salesforce: to do so, go to Data Loader, select the table of interest (e.g. Users), insert any random dataset, open the mapping scheme, and have a look at what fields are within the Salesforce Users table
· Download it to your computer
An example of a mock dataset that is compatible with the Users table in Salesforce:
2. Computer -> Salesforce
· Upload the Users table from your computer into Salesforce using Salesforce Data Loader
· Ensure fields within Salesforce and your mock dataset are mapped correctly
3. Salesforce -> Computer
· Export the Users table from Salesforce back to your computer using Salesforce Data Loader
4. Computer -> Mockaroo
· Upload the Users table that you have downloaded from Salesforce back to Mockaroo as a dataset
Note: Steps 3 and 4 are important when creating multiple tables compatible with Salesforce on Mockaroo, as they are related, and therefore need some references to one another. Apart from the Users tables, you can create tables for: Account, Product, Price Book Entry, Opportunity, Opportunity Product, and more (see below). The steps repeat themselves from 1-4.
5. Salesforce -> Tableau
· In Tableau, connect to your Salesforce
· Select the tables you want to use
· Visualise!