Webinar
Reverse ETL Feature Walk-through
Duration10 minutes
SpeakersEric Dodds
Senior Director of Product Strategy
In this screencast we walk through the step-by-step process of building a table in the warehouse, creating a Reverse ETL from that table in RudderStack, and sending the resulting event payloads to a downstream destination (Salesforce in this example).
We use a real-world example of calculating customer traits in the warehouse, then sending those traits as identify calls to populate custom fields in a CRM. Specifically, we derive a table of customers who have filled out multiple forms and use Reverse ETL to update Leads in Salesforce, providing better insight to the sales team.
- Brief overview of Reverse ETL and where it fits in your pipeline architecture
- Pulling tables from your data warehouse into Reverse ETL
- Previewing table data in Reverse ETL
- Modifying the payload of the identify call
- Configuring the pull schedule (how often Reverse ETL pulls the table)
- Setting up Salesforce as a destination
- Validating the data in Salesforce