Connect Salesforce to Snowflake

snowflake to salesforce integration

Stream your marketing data from Salesforce to Snowflake

Connect Salesforce to Snowflake in 2023

Many organizations are turning to Salesforce to improve the sales process, but integrating this software with other applications can be difficult. Snowflake is a cloud-based data warehouse that can simplify the integration process by providing a single platform for all your data and analytics needs.

Salesforce is an excellent platform for businesses of all sizes. It offers a wide range of features and functionality that you can customize to meet the needs of any organization.

However, even with its flexibility, there may be times when you need integrations such as Snowflake Salesforce to maximize effectiveness. Fortunately, there are several easy methods you can use to do this.

This page will explore several ways to integrate Snowflake with Salesforce. We’ll also discuss each approach’s pros and cons so you can decide which is best for your business. Stay tuned!


Table of content

  1. What is Salesforce and SnowFlake?
  2. Why connect Snowflake to Salesforce?
  3. How can I connect Salesforce and Snowflake?
  4. Conclusion
  5. FAQ: Salesforce to Snowflake Integration



What is Salesforce and SnowFlake?

What is SalesForce?

Salesforce is a leading cloud-based CRM platform (all-in-one platform for Sales, Service, Marketing and more) that integrates with an amazing number of applications and is used by companies to handle everything from customer servicing, account management and digital marketing to time management, team collaboration etc.

If you use Salesforce, you are aware of all the data it generates and the need to securely load and query that data for valuable business and customer insights.


What is Snowflake?

Snowflake refers to a cloud-based data warehouse service and the company that provides it. Snowflake’s data warehouse service is built for the cloud and offers a unique architecture optimized for data warehouse workloads.

This allows businesses to use Snowflake to store and analyze data in the cloud without having to set up and manage their data warehouse infrastructure.

In addition to its cloud-based data warehouse service, Snowflake offers several other products and services, including a data integration platform, a data exchange service, and a data analytics platform.



Why connect Snowflake to Salesforce?

With Snowflake and Salesforce integration, businesses can use the best of both platforms by using Snowflake’s powerful data warehousing capabilities to complement Salesforce’s sales and marketing data.

For example, businesses can use Snowflake to extract data from Salesforce, clean and prepare it for analysis, and load it into a data warehouse.

Businesses can use Snowflake’s SQL query language to run complex queries on their data.

You can use the combination of Salesforce and Snowflake to answer several business questions, such as:


  • How effective is your sales team at converting leads into customers?
  • What are the most common reasons that customers churn?
  • What are the most popular products or services that your customers purchase?
  • How do seasonal changes impact your sales?
  • Which marketing campaigns are the most effective at generating leads?



How can I connect Salesforce and Snowflake?

Various connectors allow Snowflake Salesforce integration. When deciding how to connect the two platforms, you’ll need to consider factors such as the data you want to transfer, the frequency of data transfers, and the level of integration you need.

Below are four different methods you can use for Snowflake to Salesforce integration:


Method 1: Easily Move Data from Salesforce to Snowflake Using Connector

The Connector is a point-and-click tool that makes it easy to connect all your sales, marketing, and CRM data. For example, you can connect Google Analytics 4, Salesforce, Facebook Ads, and LinkedIn Ads in minutes without writing any code.

With this Snowflake Salesforce connector, the integration between the two tools is seamless, and you’re set in just a few steps. 

The steps involved in the Salesforce Snowflake integration using the Connector are as follows:


Step 1: Sign up for a account

The first step is to sign up for a account. You can do this by going to the website and clicking on the “Sign Up” button. You will then be prompted to enter your email address and create a password.


Step 2: Grant access to your Snowflake account

2.1 The first step will be adding all the columns your connector’s URL returns.


2.2 Next, establish the WINDSOR_UPLOAD role.


2.3 Now that you have a role, create a user, then give that user the previously created role.


2.4 The created user will also require rights to the database. As the system admin, grant your user database privileges.


2.5 The next step is to grant rights, including delete, insert, select, and update, to the destination table.


2.6 You will then need to fetch the necessary fields from Snowflake to use the Snowflake destination in the Onboard Form. The fields include:













Table name


Step 3: Choose Snowflake as destination

Connecting your data sources to the Snowflake to Salesforce connector allows you to select and transfer Salesforce data to Snowflake.

Once you connect Salesforce to, you’ll need to select Snowflake as your destination. 

snowflake integration

Step 4: Enter your Snowflake account details

When prompted, enter your Snowflake account details. After selecting Snowflake, all your data is streamed in real-time, so you’ll always have up-to-date data in Snowflake.


After the Snowflake Salesforce connection, you can apply data-driven attribution on the conversion journeys. This lets you see which marketing channels are the most effective at generating leads and customers.

It also lets you see how different channels work together to create a customer journey. This is a valuable tool for optimizing your marketing efforts.

Snowflake and Salesforce integration using allows you to join the costs of all connected channels. This helps you understand the return on ad spend (ROAS), cost per acquisition (CPA), and other important KPIs.

It also allows you to optimize your marketing efforts for the maximum return on investment and see which channels are the most efficient at generating leads and customers.


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Method 2: Load Data from Salesforce to Snowflake using Tableau CRM Integration

Tableau CRM is a software company that provides data visualization and analytics solutions. The Tableau CRM integration is a cloud-based solution that acts as a Snowflake Salesforce connector.

The steps involved in using the Tableau CRM integration as a Salesforce Snowflake connector are:


Step1: Sign up for a Tableau CRM account

You can sign up for a Tableau CRM account by going to the Tableau website and clicking on the “Try Now” tab. You will need to enter your contact information on the Tableau CRM page.

The Tableau CRM free trial allows you to use all the software’s features for 14 days and see if it’s a good fit for your needs. After the trial, you must acquire a paid Tableau CRM license to continue using it.


Step 2: Build Snowflake objects

You must represent any Salesforce data you intend to move to Snowflake as a Tableau CRM object. To do this, you’ll need to create a new object in Tableau CRM. Find a warehouse to load your data, then create a new database and schema that are compatible with your Salesforce data.

After setting these up, create a new Role and grant usage access to the database, warehouse, and schema. You will also need to assign this Role to a User who will create and replace tables. They require the ability to insert, truncate, update, merge data, and create a temporary internal stage.

You should create a user specifically to avoid giving full control of your data warehouse.


Step 3: Enable Tableau CRM sync out

In order to load data from Salesforce to Snowflake, you will need to enable sync out in Tableau CRM. Tableau CRM is available in performance, enterprise, and unlimited Salesforce editions.

From the Salesforce setup menu, type “Analytics” into the fast find box and select “Settings” from the drop-down list. Check “Enable Data Sync and Connections” and “Enable Snowflake Output Connection” after opening the settings panel, then hit “Save.”


Step 4: Configure the Snowflake output connection


Open Salesforce and access the Analytics Studio app. Open the Connect page by going to Data Manager in the left-hand column and clicking “Connect to Data.” From this point, you may choose the “Snowflake” data source type and input your Snowflake login information, which includes the Connection Name, Developer Identity, Description, Username, Role, Passcode, Account, Database, Warehouse, and Schema information.

You should not include any capital letters in your Snowflake details or lowercase letters in your Schema, Username, Database, and Role.


Step 5: Connect to Salesforce data

You can connect Snowflake to Salesforce after configuring your Snowflake output connection. In the Connections window, open your Salesforce database sync settings, enable the object you would like to sync, and click “Continue.”

Tableau CRM will automatically map the data fields from Salesforce to Snowflake. You can also use Tableau CRM’s transformation rules to customize the data mapping further.


Step 6: Enable Tableau CRM sync out and create a schedule


The final step is to enable sync out and create a schedule. Click the drop-down arrow at the top-right of the table and click “Sync Out.” Flick the toggle to enable sync out and click save.

Click the same drop-down menu and click “Schedule” to create your schedule. You will need to modify this stage based on your company’s needs, but the options are self-explanatory.



Method 3: Load Data from Salesforce to Snowflake using Data loader

A data loader is a tool that helps you to load data into Salesforce from a comma-separated values (CSV) file. The data loader is handy when you want to load a large amount of data into Salesforce since it has an upload of up to 5 million records per sync. It is also helpful when you want to schedule the loading of data into Salesforce so that you can keep your data up-to-date.

To implement a data loader, follow the steps below:


Step1: Download and install the data loader on your computer

The data loader is available for free from Salesforce. You can download it from AppExchange. Once you download it, double-click on the file to begin the installation process and follow the instructions on the screen.


Step 2: Configure the data loader

Open the data loader and click “Configuration” in the left-hand side panel. Enter your Salesforce username, password, and security token.

The security token is a unique code that Salesforce generates. You can find it by logging into Salesforce and going to “My Profile” > “Personal” > “Reset My Security Token.” Once you enter your Salesforce credentials, click “Login” and then “Allow.”


Step 3: Map the data fields

The next step is to map the data fields from the CSV file to the fields in Salesforce. To do this, click “Map Fields” and then “Create New Map.” Select the CSV file you want to upload and click “Next.”

Choose the object you want to update in Salesforce and then map the fields from the CSV file to the fields in Salesforce.


Step 4: Load the data

Once you have mapped the fields, you can load data from Snowflake to Salesforce. To do this, click “Load Data” and then “Add to Queue.” Select the CSV file you want to upload and click “Next.” Choose the object you want to update in Salesforce and click “Start Load.” The data loader will then upload the data into Salesforce.



Method 4: Move Data from Salesforce to Snowflake Using Data import wizard

The Data import wizard is a tool that helps you to load data into Salesforce from a comma-separated values (CSV) file. It is similar to the data loader but has a few limitations. The data import wizard can only upload up to 50,000 records per sync and cannot schedule data loading.

To implement the data import wizard, follow the steps below:


Step 1: Log into Salesforce

The first step is to log into Salesforce and go to Setup. Enter “data import” in the search bar and click “Data Import Wizard.”


Step 2: Select the object you want to update

The next step is selecting the object you want to update. The data import wizard supports most standard and custom objects. Choose custom or standard objects and select the type of import you want to perform. You can add new records, update existing records, or upsert new records.


Step 3: Map the data fields

Next, map the fields from the CSV file to the fields in Salesforce. To do this, click “Map Fields” and then “Create New Map.” Select the CSV file you want to upload and click “Next.” Choose the object you want to update in Salesforce and then map the fields from the CSV file to the fields in Salesforce.

The Data Import Wizard is not automatic, and you will need to select the object you want to update and map the fields manually. If you want to automate the process, you can use the data loader.




When it comes to choosing a cloud-based data platform, it depends on your needs. Snowflake will be a good choice if you are mainly concerned with storing and querying data. However, if you are interested in managing customer relationships, then Salesforce would be a better option.

No matter which platform you choose, can help you load your data into Salesforce. is a cloud-based data integration platform that makes it easy to load data from Snowflake to Salesforce. offers a free trial, so you can try it out before you commit to a subscription.

Snowflake to Salesforce connector allows you to schedule data transfers and map data fields. Sign up for a free trial today and see how can help you streamline your Snowflake to Salesforce integration process.



FAQ: Salesforce to Snowflake Integration

What is the difference between Snowflake and Salesforce?

The main difference between Snowflake and Salesforce is that Snowflake is a cloud-based data warehouse while Salesforce is a cloud-based CRM. Both platforms are designed to help businesses manage their data but have different functionality.

Snowflake is mainly used for storing and querying data, while Salesforce is used for managing customer relationships.

The platforms also differ in terms of pricing. Snowflake charges based on the amount of data stored and queried, while Salesforce charges based on the number of users and the features used.


Why sync data from Snowflake to Salesforce?

Salesforce is the single source of truth for your sales team, but it only shows one view of your customer. Actually, all of your product usage data, event data, and custom audiences live in Snowflake. To truly have a 360-degree view of your customer, your sales team needs access to this information.


Salesforce metrics and dimensions available for streaming into Snowflake

Account SourceTEXTAccount Source
Account Annual RevenueNUMERICAccount Annual Revenue
Account Billing AddressTEXTAccount Billing Address
Account Billing CityCITYAccount Billing City
Account Billing CountryCOUNTRYAccount Billing Country
Account Billing Geocode AccuracyTEXTAccount Billing Geocode Accuracy
Account Billing LatitudeNUMERICAccount Billing Latitude
Account Billing LongitudeNUMERICAccount Billing Longitude
Account Billing Zip/Postal CodeTEXTAccount Billing Zip/Postal Code
Account Billing State/ProvinceTEXTAccount Billing State/Province
Account Billing StreetTEXTAccount Billing Street
Account Created By IDTEXTAccount Created By ID
Account Created DateDATEAccount Created date
Account DescriptionTEXTAccount Description
Account FaxTEXTAccount Fax
Account IDTEXTAccount ID
Account IndustryTEXTAccount Industry
Account DeletedBOOLEANAccount Deleted
Account KeyTEXTAccount Key
Account Jigsaw Company IDTEXTAccount Jigsaw Company ID
Account Last ActivityDATEAccount Last Activity
Account Last Modified By IDTEXTAccount Last Modified By ID
Account Last Modified DateDATEAccount Last Modified date
Account Last Referenced DateDATEAccount Last Referenced date
Account Last Viewed DateDATEAccount Last Viewed date
Account Master Record IDTEXTAccount Master Record ID
Account NameTEXTAccount Name
Account EmployeesNUMERICAccount Employees
Account Operating Hour IDTEXTAccount Operating Hour ID
Account Owner IDTEXTAccount Owner ID
Account Parent Account IDTEXTAccount Parent Account ID
Account PhoneTEXTAccount Phone
Account Photo URLTEXTAccount Photo URL
Account Shipping AddressTEXTAccount Shipping Address
Account Shipping CityCITYAccount Shipping City
Account Shipping CountryCOUNTRYAccount Shipping Country
Account Shipping Geocode AccuracyTEXTAccount Shipping Geocode Accuracy
Account Shipping LatitudeNUMERICAccount Shipping Latitude
Account Shipping LongitudeNUMERICAccount Shipping Longitude
Account Shipping Zip/Postal CodeTEXTAccount Shipping Zip/Postal Code
Account Shipping State/ProvinceTEXTAccount Shipping State/Province
Account Shipping StreetTEXTAccount Shipping Street
Account SIC DescriptionTEXTAccount SIC Description
Account System ModstampTEXTAccount System Modstamp
Account TypeTEXTAccount Type
Account WebsiteTEXTAccount Website
Campaign Actual Cost in CampaignNUMERICCampaign Actual Cost in Campaign
Campaign Value Opportunities in CampaignNUMERICCampaign Value Opportunities in Campaign
Campaign Value Won Opportunities in CampaignNUMERICCampaign Value Won Opportunities in Campaign
Campaign Budgeted Cost in CampaignNUMERICCampaign Budgeted Cost in Campaign
Campaign Record Type IDTEXTCampaign Record Type ID
Campaign Created By IDTEXTCampaign Created By ID
Campaign Created DateDATECampaign Created date
Campaign DescriptionTEXTCampaign Description
Campaign End DateDATECampaign End date
Campaign Expected Response (%)NUMERICCampaign Expected Response (%)
Campaign Expected Revenue in CampaignNUMERICCampaign Expected Revenue in Campaign
Campaign IDTEXTCampaign ID
Campaign ActiveBOOLEANCampaign Active
Campaign DeletedBOOLEANCampaign Deleted
Campaign Last ActivityDATECampaign Last Activity
Campaign Last Modified By IDTEXTCampaign Last Modified By ID
Campaign Last Modified DateDATECampaign Last Modified date
Campaign Last Referenced DateDATECampaign Last Referenced date
Campaign Last Viewed DateDATECampaign Last Viewed date
Campaign NameTEXTCampaign Name
Campaign Contacts in CampaignNUMERICCampaign Contacts in Campaign
Campaign Converted Leads in CampaignNUMERICCampaign Converted Leads in Campaign
Campaign Leads in CampaignNUMERICCampaign Leads in Campaign
Campaign Opportunities in CampaignNUMERICCampaign Opportunities in Campaign
Campaign Responses in CampaignNUMERICCampaign Responses in Campaign
Campaign Won Opportunities in CampaignNUMERICCampaign Won Opportunities in Campaign
Campaign Num Sent in CampaignNUMERICCampaign Num Sent in Campaign
Campaign Owner IDTEXTCampaign Owner ID
Campaign Parent Campaign IDTEXTCampaign Parent Campaign ID
Campaign Start DateDATECampaign Start date
Campaign StatusTEXTCampaign Status
Campaign System ModstampTEXTCampaign System Modstamp
Campaign TypeTEXTCampaign Type
Campaign Member Campaign IDTEXTCampaign Member ID of the Campaign to which this Lead or Contact is associated.
Campaign Member CompanyOrAccountTEXTCampaign Member The company or account of the lead or contact.
Campaign Member ContactIdTEXTCampaign Member ID of the Contact who is associated with a Campaign.
Campaign Member CountryCOUNTRYCampaign Member The country for the address of the lead or contact.
Campaign Member DescriptionTEXTCampaign Member The description of the associated lead or contact.
Campaign Member DoNotCallBOOLEANCampaign Member Indicates that the contact doesn’t wish to be called.
Campaign Member FaxTEXTCampaign Member Fax number for the contact or lead.
Campaign Member First NameTEXTCampaign Member The first name of the contact or lead.
Campaign Member FirstRespondedDateDATECampaign Member Indicates the date on which the campaign member was first given a responded status.
Campaign Member HasOptedOutOfFaxBOOLEANCampaign Member Indicates that the contact or lead doesn’t wish to receive faxes.
Campaign Member HasRespondedBOOLEANCampaign Member Indicates whether the campaign member has responded to the campaign (true) or not (false). Label is Responded.
Campaign Member LastNameTEXTCampaign Member The last name of the contact or lead. Limit is 80 characters.
Campaign Member LeadIdTEXTCampaign Member ID of the Lead who is associated with a Campaign.
Campaign Member LeadOrContactIdTEXTCampaign Member The ID of the associated lead or contact.
Campaign Member LeadOrContactOwnerIdTEXTCampaign Member The ID of the owner of the associated lead or contact.
Campaign Member LeadSourceTEXTCampaign Member The source from which the lead was obtained.
Campaign Member NameTEXTCampaign Member First and last name of the contact or lead with which the campaign member is associated.
Campaign Member PostalCodeTEXTCampaign Member The postal code of the lead or contact.
Campaign Member SalutationTEXTCampaign Member Salutation for the lead or contact.
Campaign Member StateTEXTCampaign Member The state for the address of the lead or contact. Limit is 80 characters.
Campaign Member StatusTEXTCampaign Member Controls the HasResponded flag on this object. You can't directly set the HasResponded flag, as it’s read-only. You can set it indirectly by setting this field in a create or update call. Each predefined value implies a HasResponded flag value. Each time you update this field, you implicitly update the HasResponded flag. In the Salesforce user interface, Marketing users can define valid status values for the Status Text. They can choose one status as the default status. For each Status field value, they can also select which values to count as “Responded,” meaning that the HasResponded flag is set to true for those values. 40 character limit.
Campaign Member StreetTEXTCampaign Member The street for the address of the lead or contact.
Campaign Member TitleTEXTCampaign Member Title for the lead or contact.
Campaign Member TypeTEXTIndicates whether the campaign member is a lead or a contact.
Contact Account IDTEXTID of the account that’s the parent of this contact.
Contact Assistants NameTEXTThe assistant’s name.
Contact Assitants Phone NumberTEXTThe assistant’s telephone number.
Contact BirthdateDATEThe contact’s birthdate.
Contact Created ByTEXTThe user who created the contact
Contact Creation DateDATEThe Creation Date (Duplicate)
Contact DateDATEThe Creation Date
Contact DepartmentTEXTThe contact’s department.
Contact DescriptionTEXTContact's description
Contact EmailTEXTThe contact’s email address.
Contact Email Bounced DateTIMESTAMPIf bounce management is activated and an email sent to the contact bounces, the date and time of the bounce.
Contact Email Bounced ReasonTEXTIf bounce management is activated and an email sent to the contact bounces, the reason for the bounce.
Contact FaxTEXTThe contact’s fax number (Label is Business Fax).
Contact First NameTEXTThe contact’s first name (up to 40 characters).
Contact Home PhoneTEXTThe contact’s home telephone number.
Contact IdTEXTThe Contact ID
Contact Is DeletedTEXTIs contact deleted
Contact Is Email BouncedTEXTContact's description
Contact Last Activity DateDATEValue is the most recent of either: Due date of the most recent event logged against the record or due date of the most recently closed task associated with the record.
Contact Last Modified DateTIMESTAMPContact last modified date
Contact Last NameTEXTRequiredLast name of the contact (up to 80 characters).
Contact Lead SourceTEXTThe lead’s source.
Contact Mailing CityCITYMailing address details.
Contact Mailing CountryCOUNTRYMailing country.
Contact Mailing Postal CodeTEXTThe zip or postal code in the mailing address
Contact Mailing StateTEXTMailing state details.
Contact Mailing StreetTEXTStreet address for mailing address.
Contact Mobile PhoneTEXTContact’s mobile phone number.
Contact NameTEXTContact full name
Contact Other CityCITYAlternative city details.
Contact Other CountryCOUNTRYAlternative country details.
Contact Other PhoneTEXTTelephone for alternate address.
Contact Other Postal CodeTEXTAlternative postal code details.
Contact Other StateTEXTAlternate address details (state).
Contact Other StreetTEXTStreet for alternate address.
Contact Owner IDTEXTThe ID of the owner of the account associated with this contact.
Contact Business PhoneTEXTTelephone number for the contact
Contact Reports to IDTEXTID of contact's manager
Contact SalutationTEXTHonorific abbreviation, word, or phrase to be used in front of name in greetings, such as Dr. or Mrs.
Contact TitleTEXTTitle of the contact, such as CEO or Vice President.
Data SourceTEXTThe name of the Windsor connector returning the row
Last Modified DateDATEThe Last Modified Date of the selected Object
Day of monthTEXTDay of the month
Lead EmailTEXTLead Email
Lead AddressTEXTLead Address
Lead Annual RevenueNUMERICLead Annual Revenue
Lead CityCITYLead City
Lead CompanyTEXTLead Company
Lead Converted Account IDTEXTLead Converted Account ID
Lead Converted Contact IDTEXTLead Converted Contact ID
Lead Converted DateDATELead Converted date
Lead Converted Opportunity IDTEXTLead Converted Opportunity ID
Total number of leadsNUMERICLeads
Lead CountryCOUNTRYLead Country
Lead Created By IDTEXTLead Created By ID
Lead Created DateDATELead Created date
Lead DescriptionTEXTLead Description
Lead Email (duplicate)TEXTLead Email
Lead Email Bounced DateDATELead Email Bounced date
Lead Email Bounced ReasonTEXTLead Email Bounced Reason
Lead First NameTEXTLead First Name
Lead Geocode AccuracyTEXTLead Geocode Accuracy
Lead Individual IDTEXTLead Individual ID
Lead IndustryTEXTLead Industry
Lead ConvertedBOOLEANLead Converted
Lead DeletedBOOLEANLead Deleted
Lead Unread By OwnerTEXTLead Unread By Owner
Lead KeyTEXTLead Key
Lead Jigsaw Contact IDTEXTLead Jigsaw Contact ID
Lead Last ActivityDATELead Last Activity
Lead Last Modified By IDTEXTLead Last Modified By ID
Lead Last Modified DateDATELead Last Modified date
Lead Last NameTEXTLead Last Name
Lead Last Referenced DateDATELead Last Referenced date
Lead Last Viewed DateDATELead Last Viewed date
Lead LatitudeNUMERICLead Latitude
Lead SourceTEXTLead Source
Lead LongitudeNUMERICLead Longitude
Lead Master Record IDTEXTLead Master Record ID
Lead Full NameTEXTLead Full Name
Lead EmployeesNUMERICLead Employees
Lead Owner IDTEXTLead Owner ID
Lead PhoneTEXTLead Phone
Lead Photo URLTEXTLead Photo URL
Lead Zip/Postal CodeTEXTLead Zip/Postal Code
Lead RatingTEXTLead Rating
Lead SalutationTEXTLead Salutation
Lead State/ProvinceTEXTLead State/Province
Lead StatusTEXTLead Status
Lead StreetTEXTLead Street
Lead System ModstampTEXTLead System Modstamp
Lead TitleTEXTLead Title
Lead WebsiteTEXTLead Website
MonthTEXTNumber of the month
Opportunity Account IDTEXTOpportunity Account ID
Opportunity AmountNUMERICOpportunity Amount
Opportunity Campaign IDTEXTOpportunity Campaign ID
Opportunity Close DateDATEOpportunity Close date
Opportunity Contact IDTEXTOpportunity Contact ID
Opportunity Created By IDTEXTOpportunity Created By ID
Opportunity Created DateDATEOpportunity Created date
Opportunity DescriptionTEXTOpportunity Description
Opportunity Fiscal PeriodTEXTOpportunity Fiscal Period
Opportunity Fiscal QuarterNUMERICOpportunity Fiscal Quarter
Opportunity Fiscal YearNUMERICOpportunity Fiscal Year
Opportunity Forecast CategoryTEXTOpportunity Forecast Category
Opportunity Forecast Category NameTEXTOpportunity Forecast Category Name
Opportunity Has Open ActivityBOOLEANOpportunity Has Open Activity
Opportunity Has Line ItemBOOLEANOpportunity Has Line Item
Opportunity Has Overdue TaskBOOLEANOpportunity Has Overdue Task
Opportunity IDTEXTOpportunity ID
Opportunity ClosedBOOLEANOpportunity Closed
Opportunity DeletedBOOLEANOpportunity Deleted
Opportunity WonBOOLEANOpportunity Won
Opportunity Last ActivityDATEOpportunity Last Activity
Opportunity Amount Changed History IDDATELast amount changed history ID
Opportunity Last Close Date ChangedTEXTLast close date changed history Id
Opportunity Last Modified By IDTEXTOpportunity Last Modified By ID
Opportunity Last Modified DateDATEOpportunity Last Modified date
Opportunity Last Referenced DateDATEOpportunity Last Referenced date
Opportunity Last Viewed DateDATEOpportunity Last Viewed date
Opportunity Lead SourceTEXTOpportunity Lead Source
Opportunity NameTEXTOpportunity Name
Opportunity Next StepTEXTOpportunity Next Step
Opportunity Owner IDTEXTOpportunity Owner ID
Opportunity Price Book IDTEXTOpportunity Price Book ID
Opportunity Probability (%)NUMERICOpportunity Probability (%)
Opportunity StageTEXTOpportunity Stage
Opportunity System ModstampTEXTOpportunity System Modstamp
Opportunity TypeTEXTOpportunity Type
SourceTEXTThe name of the Windsor connector returning the row
Task Account IDTEXTTask Account ID
Task Due Date OnlyDATETask Due Date Only
Task Call ResultTEXTTask Call Result
Task Call DurationNUMERICTask Call Duration
Task Call Object IdentifierTEXTTask Call Object Identifier
Task Call TypeTEXTTask Call Type
Task Completed DateDATETask Completed date
Task Created By IDTEXTTask Created By ID
Task Created DateDATETask Created date
Task DescriptionTEXTTask Description
Task Activity IDTEXTTask Activity ID
Task ArchivedBOOLEANTask Archived
Task ClosedBOOLEANTask Closed
Task DeletedBOOLEANTask Deleted
Task High PriorityBOOLEANTask High Priority
Task Create Recurring Series of TasksBOOLEANTask Create Recurring Series of Tasks
Task Reminder SetBOOLEANTask Reminder Set
Task Last Modified By IDTEXTTask Last Modified By ID
Task Last Modified DateDATETask Last Modified date
Task Assigned To IDTEXTTask Assigned To ID
Task PriorityTEXTTask Priority
Task Recurrence Activity IDTEXTTask Recurrence Activity ID
Task Recurrence Day of MonthNUMERICTask Recurrence Day of Month
Task Recurrence Day of Week MaskNUMERICTask Recurrence Day of Week Mask
Task Recurrence EndTEXTTask Recurrence End
Task Recurrence InstanceTEXTTask Recurrence Instance
Task Recurrence IntervalNUMERICTask Recurrence Interval
Task Recurrence Month of YearTEXTTask Recurrence Month of Year
Task Repeat This TaskTEXTTask Repeat This Task
Task Recurrence StartTEXTTask Recurrence Start
Task Recurrence Time ZoneTEXTTask Recurrence Time Zone
Task Recurrence TypeTEXTTask Recurrence Type
Task Reminder Date/TimeTEXTTask Reminder Date/Time
Task StatusTEXTTask Status
Task SubjectTEXTTask Subject
Task System ModstampTEXTTask System Modstamp
Task SubtypeTEXTTask Subtype
TEXTTask Related To ID
Task Name IDTEXTTask Name ID
TodayDATEToday's date
WeekTEXTWeek (Sun-Sat).
Day of week and day numberTEXTWeekday number and name combined (Sun-Sat).Numbered from 0 Sunday to 6 Saturday.
Day of week and day number, ISOTEXTWeekday number and name combined, ISO format (Mon-Sun).Numbered from 1 Monday to 7
Week ISOTEXTWeek, ISO format (Mon-Sun).
YearmonthTEXTYear and month, e.g. 2024|3
Year of weekTEXTThe year that contains first day of the week (Sun-Sat).
Year of week, ISOTEXTThe year that contains first day of the ISO week (Mon-Sun).
Year weekTEXTYear and week for US weeks (Sun-Sat), e.g. 2024|15
Year week ISOTEXTYear and week for ISO weeks (Mon-Sun), e.g. 2024|20

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