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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)

アイテム値 (Value)
App Template NameSalesforce Incident Management
バージョンv1.0 (June 2025)
Source System(s)Salesforce Service Cloud
Extraction ToolCData Sync
Destination DBSnowflake / 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;

レイヤーMandatory Tables / Files備考
TransactionalCaseHistory, CaseKey object tables
Master DataAccount, Contact, RecordType, User, UserRole, ProfileNeeded for joins & dimension look-ups
MilestonesCaseMilestone, MilestoneTypeEnables 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

手順設定値 (Value)
1Destination 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)

4 | System Prerequisites (Recommended)

コンポーネントMinimum Requirement
Salesforce ProfileRead-only access to objects in Section 2
CData Sync VersionXX.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)

シナリオRoot Cause解決方法
Authentication failureInvalid token or IP restrictionReset Salesforce security token & whitelist CData IP
Missing tablesProfile lacks object accessGrant object-level read permission
…..  

Support contact: support@partner.com – response within 4 business hours.

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