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Contributor III
Contributor III

Salesforce data model

Has anybody created a robust SalesForce data model in Qlik Sense? I'm able to build an app for Tasks and another app for Opportunities, but I'm not sure how I can merge those two models to get one model with all of my data. 

 

For our purposes, each Task is a phone call associated to an account. A Task may or may not be related to an existing Opportunity. I've seen the ERD's that SalesForce has, but they have one for "Sales Objects" which in my case is Opportunities, and they have another ERD for "Task & Event Objects". I haven't seen anything that combines them. Is it best to just create two separate models in the same Qlik Sense app?

 

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Contributor III
Contributor III

It is unfortunate that you did not get any answers to your question. We are currently in the process of deploying SalesForce and just starting to get an understanding of the SalesForce data models. Have you created any Qlik dashboards from the SalesForce Data models? Can you share?