DatriseAI-first ETL

Salesforce Health Cloud to Metabase Integration

AI-first ETL from Salesforce Health Cloud into Metabase. Governed entities, incremental sync, typed landing tables.

How Datrise loads Salesforce Health Cloud into Metabase

Datrise syncs Salesforce Health Cloud's patients, care plans, care teams, clinical encounters, cases, and consents into Metabase as clean SQL tables Metabase auto-discovers. Flexible or custom fields land in flattened columns for the question builder, and timestamps such as created, updated, and status changes are typed as temporal columns for trends.

Sync is incremental: Datrise uses incremental refresh of the connected tables, so re-runs update only what changed. Date-partitioned facts for large questions. Metabase auto-scans schemas, so Datrise uses readable table and column names so the no-code UI stays self-explanatory.

Ideal for self-serve questions and dashboards for whole teams.

Endpoints

Salesforce Health Cloud: Patient and member relationship management on Salesforce.

Metabase: Open-source analytics with questions, dashboards, and embedded insights.

How Salesforce Health Cloud entities map to Metabase

Salesforce Health Cloud entityMetabase objectNotes
patientssalesforce_health_cloud_patientsid PK · custom fields → flattened columns for the question builder
care planssalesforce_health_cloud_care_plansid PK · linked to salesforce_health_cloud_patients
care teamssalesforce_health_cloud_care_teamsid PK · linked to salesforce_health_cloud_patients
clinical encounterssalesforce_health_cloud_clinical_encountersid PK · linked to salesforce_health_cloud_patients

FAQ

How does Datrise handle Salesforce Health Cloud's custom fields in Metabase?

Flexible values are stored as flattened columns for the question builder, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native Metabase types.

How does the Salesforce Health Cloud to Metabase sync stay up to date?

It runs incrementally — Datrise uses incremental refresh of the connected tables.

Related pipelines

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