Agentic ELT for Salesforce Sales & Customer Journey Analytics

Purpose-built for Salesforce, Microsoft Dynamics, and HubSpot—covering Lead, Opportunity, Contract, and Campaign pipelines with LLM-powered agentic ELT automation.

Transform Salesforce CRM analytics with Dataplatr’s Agentic ELT (AELT) framework—an AI-driven, automated ELT system that builds, validates, and deploys Salesforce data pipelines on the Databricks Lakehouse. Designed using LLM-powered data agents and human-in-the-loop (HITL) validation, this accelerator combines the best of automation and functional domain logic to deliver curated, business-ready Customer Journey insights from Salesforce Leads, Opportunities, Contracts, and Campaigns.

With Dataplatr’s Agentic ELT for Salesforce, teams can achieve intelligent metadata enrichment, incremental table creation, and conversational SQL generation—reducing engineering effort by 60% while maintaining transparency and governance across all Salesforce lifecycle stages.

Business Challenges in Salesforce Customer Journey Analytics

Organizations using Salesforce face two major barriers:

Technical complexity in building and maintaining ingestion, transformation, and reporting pipelines.

Functional fragmentation in connecting Leads, Opportunities, Contracts, and Campaigns into a unified, analytics-ready view.

Manual ETL processes delay insights, while inconsistent lifecycle definitions make funnel metrics unreliable. Dataplatr’s Agentic ELT + Customer Journey Accelerator bridges this gap using autonomous pipeline orchestration combined with domain-optimized analytics.

Medallion Architecture for Salesforce Customer Journey Analytics

1. Bronze (L0): Raw Salesforce data ingestion (Leads, Opportunities, Contracts, Campaigns, Accounts, Contacts).
2. Silver (L1–L2): AI agents automatically generate standardized SQL, enforce incremental load logic, and validate primary keys using Delta Live Tables (DLT).
3. Gold (L3): Conversational agent assists users in defining business tables—such as Customer Journey and Funnel Performance—through natural language, validating and deploying DLT SQL automatically.

Agentic ELT Pipeline Flow for Salesforce Customer Journey Analytics

1. Metadata Enricher Agent (Bronze): Scans raw Salesforce objects and auto-documents schema/columns with AI-generated descriptions, reviewed via HITL validation.
2. Silver SQL Generator Agent: Creates standardized L1 views and L2 incremental DLT SQL files with built-in key detection, delete logic, and quality checks.
3. Conversational Gold Agent: Enables users to create Customer Journey and ROI tables simply by describing them (“Build a Lead-to-Contract conversion summary table”). The agent validates and self-corrects SQL in real time.
4. DLT Execution: A single Databricks Delta Live Tables pipeline builds the entire Salesforce lifecycle—automatically linking L1, L2, and L3 layers with data lineage and change tracking.

Salesforce Functional Insights (Built on Gold Layer)

Once the AELT agents have generated the technical pipeline, the accelerator delivers ready-to-use functional analytics:

1. Unified Funnel Analytics

End-to-end visibility of Lead → Opportunity → Contract → Campaign progression.

Automated computation of conversion percentages and cycle times.

2. Campaign Effectiveness

Tracks campaign creation trends, state-wise distributions, and channel-based ROI.

Harmonizes Lead Source, Referral, and Partner attribution for complete visibility.

3. Revenue Impact Tracking

Connects contracts to originating opportunities and campaigns for accurate ROI measurement.

Enables forecasting and performance analysis across sales teams and channels.

Customer Journey Analytics Dashboards for Salesforce

1. Lead–Opportunity–Contract Funnel
2. Monthly Leads & Conversion Rates Trend – Displays monthly trends for total leads, conversion rates, and cross-object engagement insights.
3. Cycle Time Analysis – Highlights average lead-to-opportunity, lead-to-contract, and lead-to-campaign conversion durations by month.
4. Conversion Funnel – Visualizes funnel stages stepwise, with emphasis on drop-off rates and conversion bottlenecks.
5. Opportunity → SC Cycle Time – Measures average duration for converting opportunities into service contracts for efficiency tracking.

Campaign Analysis

1. Monthly Campaign Created Date Trend – Shows recurring campaign creation activity and monthly growth patterns across regions.
2. State-Wise Campaigns – Summarizes campaign distributions grouped by U.S. states for regional sales planning insights.
3. Channel Distribution by Campaigns – Breaks down campaigns across channels, uncovering patterns of marketing effectiveness.

Key Capabilities

1. LLM-Powered Metadata Enrichment - Auto-generates table and column descriptions for Salesforce objects using AI and HITL validation.
2. SQL Generation & DLT Orchestration - Creates DLT-ready SQL files for incremental tables and business views without manual coding.
3. Conversational Pipeline Creation - Engineers build and deploy Gold-level tables using chat-based prompts (“Create a conversion funnel report”).
4. Self-Healing SQL - Automatically validates SQL, fixes errors, and re-runs logic to ensure flawless execution.
5. Change Data Capture (CDC) - Keeps Leads, Opportunities, and Contracts synchronized with near-real-time updates.
6. Data Quality & Exception Handling - Automated checks for missing Campaign IDs, duplicate Leads, and unmatched Opportunities.

Marketplace Deliverables

1. Production-Ready Notebooks: End-to-end AELT pipeline notebooks for Bronze (Ingestion), Silver (Transformation), and Gold (Analytics) with agent-assisted automation.
2. Config Templates: JSON mappings for Salesforce objects with AI-assisted metadata generation.
3. DLT SQL Files: Automatically generated and validated SQL for incremental tables and Customer Journey views.
4. CDC & Data Quality Frameworks: Out-of-the-box components for real-time ingestion and data validation.
5. Documentation & Implementation Guide: Step-by-step Databricks setup, object mapping, and AELT deployment manual.

Why Choose Dataplatr’s Salesforce Agentic ELT Accelerator

1. Agentic Automation: LLM-powered ELT agents eliminate repetitive SQL and orchestration tasks.
2. Rapid Time-to-Value: Move from raw Salesforce data to Customer Journey dashboards in hours, not weeks.
3. Functional Depth: Prebuilt logic for conversion, cycle time, and campaign performance metrics.
4. Enterprise Compliance: Built-in governance, audit trails, and metadata lineage through Unity Catalog.
5. Databricks-Native: Fully powered by Delta Live Tables, Unity Catalog, and Lakehouse storage.
6. Scalable & Extensible: Extendable for additional Salesforce objects or integration with Workday, Oracle, or SAP datasets.

Transform Salesforce Analytics with Agentic ELT

Move beyond traditional ETL and siloed reporting. With Dataplatr’s Salesforce Agentic ELT Accelerator, you gain both AI-driven automation and domain-driven analytics, enabling faster decisions, cleaner data, and smarter pipelines—built natively on Databricks.

For a demo or hands-on notebook, feel free to reach out.

Contact us at: [email protected]

For consultations or custom inquiries: https://dataplatr.com/contact-us