DatriseAI-first ETL

Salesforce Looker

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

How Datrise loads Salesforce into Looker

Datrise syncs Salesforce's accounts, opportunities, contacts, tasks, and pipeline stage history into Looker as governed warehouse tables with LookML-ready naming. Flexible or custom fields land in flattened columns (nested fields expanded for modeling), and timestamps such as created, updated, and status changes are typed as date/time dimension columns.

Sync is incremental: Datrise uses incremental refresh of the underlying warehouse tables Looker explores, so re-runs update only what changed. Date-partitioned fact tables for PDT performance. Looker models live in LookML on top of SQL, so Datrise lands clean, stable column names rather than churn that would break your views.

Ideal for governed, version-controlled BI on a warehouse.

Endpoints

Salesforce: Enterprise CRM and Customer 360 platform.

Looker: Google Cloud BI with LookML semantic models and governed dashboards.

How Salesforce entities map to Looker

Salesforce entityLooker objectNotes
accountssalesforce_accountsid PK · custom fields → flattened columns (nested fields expanded for modeling)
opportunitiessalesforce_opportunitiesid PK · linked to salesforce_accounts
contactssalesforce_contactsid PK · linked to salesforce_accounts
taskssalesforce_tasksid PK · linked to salesforce_accounts

FAQ

How does Datrise handle Salesforce's custom fields in Looker?

Flexible values are stored as flattened columns (nested fields expanded for modeling), so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native Looker types.

How does the Salesforce to Looker sync stay up to date?

It runs incrementally — Datrise uses incremental refresh of the underlying warehouse tables Looker explores.

Related pipelines

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