Salesforce Service Cloud to Metabase Integration

How Datrise loads Salesforce Service Cloud into Metabase

Datrise syncs Salesforce Service Cloud's cases, contacts, accounts, entitlements, milestones, and case comments 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 Service Cloud: Salesforce case management for support and field service.

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

How Salesforce Service Cloud entities map to Metabase

Salesforce Service Cloud entity	Metabase object	Notes
cases	`salesforce_service_cloud_cases`	id PK · custom fields → flattened columns for the question builder
contacts	`salesforce_service_cloud_contacts`	id PK · linked to salesforce_service_cloud_cases
accounts	`salesforce_service_cloud_accounts`	id PK · linked to salesforce_service_cloud_cases
entitlements	`salesforce_service_cloud_entitlements`	id PK · linked to salesforce_service_cloud_cases

FAQ

How does Datrise handle Salesforce Service 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 Service 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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