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Marketplace ユーザー ガイド
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.
アイテム | 値 (Value) |
---|---|
App Template Name | Salesforce Incident Management |
バージョン | v1.0 (June 2025) |
Source System(s) | Salesforce Service Cloud |
Extraction Tool | CData Sync |
Destination DB | Snowflake / SQL Server |
Purpose: show reviewers you will deliver the minimum raw tables the template expects. Do not list every field here;
レイヤー | Mandatory Tables / Files | 備考 |
---|---|---|
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.
3.1 Source connection - Salesforce
- Connector: CData Sync
- Auth Scheme: Basic
- 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
手順 | 設定 | 値 (Value) |
---|---|---|
1 | Destination Schema | <target_schema> |
2 | …. |
3.3. Destination database
- Snowflake OR 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)
コンポーネント | 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) |
(Provide documentation covering specific navigation guidelines in cases there are metrics or fields that needs to be configured before publishing)
シナリオ | Root Cause | 解決方法 |
---|---|---|
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: support@partner.com – response within 4 business hours.
- 1 | Template Identification (mandatory)
- 2 | Data Structure – Required Objects (mandatory)
- 3 | Setup Instructions (Recommended)
- 3.1 Source connection - Salesforce
- 3.2 CData Sync Job
- 3.3. Destination database
- 3.4 Transformations (dbt)
- 4 | System Prerequisites (Recommended)
- 5 | User Guide (Recommended)
- 6 | Troubleshooting & Support (Recommended)