The Documentation below is organized to understand the flow of the data from Salesforce through Xactly Connect and into Xactly Incent.
- Documentation for Xactly Connect is only accessible to users who are logged into Xactly and is accessible through the community portal - Key Terms - Assets - This is the smallest action that can be taken in Xaclty. It can be as simple as setting a variable to querying all of our source data. - Pipelines - Pipeline are a series of Assets, Emails and more that run our entire ETL process from our Salesforce source data to when it's finally loaded into Incent - Key Pieplines - `p_upload_process_SALES` - This pipeline handels the ETL for Opportunities and the users that are paid off of the Splits on the Opportunities with the exception of SDRs (See `p_upload_process_LGSAOM`) - `p_upload_process_LGSAOM` - This pipeline mainly handels the ETL for Opportunities and Events that SDRs are comensation on - `p_shared_upload_orders` - More info pending - Piepline Structure - Pipelines may share or may not share assets. So it is important to review in oder to avoid any unneccessary consequences. Additionally it may be important to update a similar query in multiple locations so that it is reflected in all areas of incent.
p_load_sourcedata_SALES- Inserts data into the
delta.sfdc_SALES_ACC_dumptable and the
p_transform_SALES- Transforms and migrates data from the SFDC dump tables into
delta.SALES_orderstable, then from there into
p_order_validations_SALES- Runs a number of validations on the infromation. Ex ensure that there isn't an opportunity with the same Id being loaded twice. And uploads the data to our staging tables where there were no validation errors encountered
p_set_dynamic_variables- Insersts data into the following tables:
p_load_sourcedata_LGSAOM- Transforms and migrates data into the following tables:
delta.prestage_order_item_assignmentfrom either sfdc_dump tables or tables that are created in this pipeline
p_order_validations_LGSAOM- Runs a number of validations on the infromation. Ex ensure that there isn't an opportunity with the same Id being loaded twice. And uploads the data to our staging tables where there were no validation errors encountered
p_shared_upload_orders- More info pending