How to Use SQL Transformations — Data Processing in Salesforce

In this video, we will show you how to use SQL Transformations to process large volumes of data. In this example, we show you how to remove duplicates when transferring leads from a legacy CRM system to Salesforce.

We'll demonstrate how to define and extract data sources, run SQL queries to transform the data, and load transformed data directly into Salesforce.

Time stamps
0:00 - Intro
0:10 - Eliminating duplicates and filtering leads for cloud CRM import
0:38 - 3 Steps to Transform and Load Data into Salesforce
1:23 - How to set up data sources
3:17 - How to run SQL transformation
4:04 - How to load data into Salesforce
4:47 - Testing the recipe
5:30 - Time taken to process, transform and upload data with SQL transformation
5:59 - Outro

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About Workato:
Workato, a leader in Forrester Wave iPaaS and a Gartner Cool Vendor, is the only integration platform that is enterprise-grade yet easy to use enabling IT and business users to integrate all their apps, databases, APIs and automate their business workflows. Workato is the fabric with which you can weave a very intelligent nervous system for your modern enterprise.