Documentation Package - Sample Template

Tip: Download the sample template file to use it as a starting point for your documentation package: Documentation Framework Sample.docx.

Use this structure as your mandatory attachment when submitting a Process Mining App Template. Paste into a Word / PDF file, fill in the grey placeholders, and attach the finished document to your listing.

1 | Template Identification (mandatory)

Elemento	Valor
App Template Name	Salesforce Incident Management
Versión	v1.0 (June 2025)
Source System(s)	Salesforce Service Cloud
Extraction Tool	Sincronización de CData
Destination DB	Snowflake / SQL Server

2 | Data Structure – Required Objects (mandatory)

Purpose: show reviewers you will deliver the minimum raw tables the template expects. Do not list every field here;

Capa	Mandatory Tables / Files	Notas
Transactional	CaseHistory, Case	Key object tables
Master Data	Account, Contact, RecordType, User, UserRole, Profile	Needed for joins & dimension look-ups
Milestones	CaseMilestone, MilestoneType	Enables due-date & SLA analysis

File-naming convention (example):

bash

Case_raw.csv

CaseHistory_raw.csv

...

Note: All files delivered as UTF-8 CSV with comma delimiter.

3 | Setup Instructions (Recommended)

3.1 Source connection - Salesforce

1. Connector: CData Sync
2. Auth Scheme: Basic
3. Credentials Required:
   • User – Salesforce API user
   • Password – user password
   • Security Token – Salesforce token
   • Login URL – e.g. https://login.salesforce.com

3.2 CData Sync Job

Paso	Configuración	Valor
1	Destination Schema	<target_schema>
2	….

3.3. Destination database

• Snowflake o SQL Server – choose one.
• Grant the CData target user CREATE TABLE, INSERT, UPDATE, DELETE on the destination schema.

3.4 Transformations (dbt)

• All *_raw tables are transformed via dbt models to the final Process Mining input format.

Note: Indicate to users whether there are any specific models that they need to pay attention (e.g. hardcoded values etc)

4 | System Prerequisites (Recommended)

Componente	Minimum Requirement
Salesforce Profile	Read-only access to objects in Section 2
CData Sync Version	XX.X.X or later (earlier versions require query edits per provider note)

5 | User Guide (Recommended)

(Provide documentation covering specific navigation guidelines in cases there are metrics or fields that needs to be configured before publishing)

6 | Troubleshooting & Support (Recommended)

Escenario	Root Cause	Resolución
Authentication failure	Invalid token or IP restriction	Reset Salesforce security token & whitelist CData IP
Missing tables	Profile lacks object access	Grant object-level read permission
…..

Support contact: [e-mail] – response within 4 business hours.