You work in the retail industry, and business analysts in your enterprise need to analyze product sales trends based on a particular region.
Sales record files can contain information about products that are sold in multiple outlets and regions. You can consolidate the data from the sales record in Salesforce.
Configure a synchronization task to write to Salesforce Analytics.
You perform the following synchronization tasks:
Define the synchronization task.
Configure a synchronization task to use the insert operation.
Use a Salesforce source object.
The source for the synchronization task is a Salesforce connection that contains the product sales data. The Salesforce object is a single source in the synchronization task. Include the Row ID, Order ID, Order Quantity, Order Date, Unit Price, Region, and Product Category source columns in Salesforce. Specify SALES_RECORDS as the resource for the source object.
Create a Salesforce Analytics target object.
Select the fields Row_Id, Order_Id, Order_Quantity, Order_Date, Unit_Price, Region, and Product_Catagory from the source object that you want to insert into the target object. Provide a name SALESFORCE_ANALYTICS_SALES for the target object and specify the connection type as Salesforce Analytics. The synchronization task populates the fields in the location you specify in the connection.
Configure a field mapping.
Map all the fields under SALES_RECORDS source data to all the fields in the target SALESFORCE_ANALYTICS_SALES. The synchronization task writes the mapped source data to Salesforce Analytics.
The following image shows the mapping of the SALES_RECORDS source with the SALESFORCE_ANALYTICS_SALES target:
Configure the advanced target properties.
In the advanced target properties, you choose to publish to Salesforce Analytics. Provide the project name Salesforce_Analytics_Sales and site name, Sales. Specify a directory path that is available on each Secure Agent machine in the runtime environment. Save and run the task.
Open the site in Salesforce Analytics to visualize the exported data.
The following image shows the data categorized by region in Salesforce Analytics.
