Admin Certification: Bringing in your usage data (Data Warehouse)

Support article:

• Integrating Salesforce
• Data Warehouse Credentials
• CSV via GCS Connector or S3 bucket
• Mapping Data Warehouse Tables & Fields
• Success Metrics

Transcript:

Before building out any processes or visualizations in Catalyst, you need to integrate your data sources. All foundational data from accounts, contacts, and opportunities will be brought in from Salesforce. A crucial part of standing up Catalyst is combining your customers’ account details from Salesforce with insight into how your