Webinar

Reverse ETL Feature Walk-through

Duration10 minutes
Speakers
Eric Dodds

Eric Dodds

Senior Director of Product Strategy

Webinar Details

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.

We'll also cover:
  • 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