Automatically replicate formula field values from Salesforce

Salesforce is a popular CRM platform used by 150,000 companies to manage customer relationships and sales data. One challenge with Salesforce is its flexibility in creating custom fields, such as formula fields, lookup fields or calculated fields. These derived values can cause issues for data analysts who rely on syncing raw data from Salesforce to their warehouse for analysis. Fivetran has developed a solution called "formula fields as views" that automatically replicates formula field values in the destination without manual translation of formulas from Salesforce SQL (SOQL) to Standard SQL. This feature includes two parts: the Fivetran_formula_model table and the transformation solution, Salesforce formula utils. The Fivetran_formula_model table automatically pulls custom formulas and displays relevant object names with SELECT statements for each synced object. Salesforce formula utils uses these SQL formulas to create and display custom field values as views in the warehouse. To get started, users need to sync their Salesforce data with Fivetran and then generate views in their destination using dbt Core.