This cheat sheet explains how Fivetran’s Salesforce connector simplifies CRM data integration with features like history mode for tracking changes over time, data blocking to omit unneeded or sensitive fields, and column hashing to anonymize PII. It uses Bulk and REST APIs to optimize syncs, avoids exceeding quotas, and supports schema migration and custom objects. History mode enables tracking of opportunities, bookings, and account growth, while dbt Core models enrich Salesforce data for analytics. Transform packages provide insights into sales funnel performance, rep productivity, and bookings. Formula field models ensure accurate custom fields in destinations.

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