Salesforce Analytics Connector Guide > Data Synchronization Tasks with Salesforce Analytics > Data Synchronization Example
  

Data Synchronization Example

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 data synchronization task to write to Salesforce Analytics.
You perform the following data synchronization tasks:
Define the data synchronization task.
Configure a data synchronization task to use the insert operation.
Use a Salesforce source object.
The source for the data synchronization task is a Salesforce connection that contains the product sales data. The Salesforce object is a single source in the data 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 sales_records_new for the target object and specify the connection type as Salesforce Analytics. The data 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 sales_records_new. The Data Synchronization application writes the mapped source data to Salesforce Analytics.
The following image shows the mapping of the sales_records source with the sales_records_new target:
You can view the Row_Id, Order_Id, Order_Quantity, Order_Date, Unit_Price, Region, and Product_Catagory field in the sales_records source mapped to corresponding fields in the sales_records_new target in the Field Mappings page of the Data Synchronization Task Wizard.
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.
You can view the order ID, unit price, and order date for office supplies in California, Northwest Territories, and Nunavet when you publish the file to Salesforce Analytics.