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salesforce-data-pipeline-etl
Export large Salesforce datasets to a lakehouse via Bulk API 2.0, CDC streams, or Salesforce Data Pipelines. NOT for ad-hoc exports — use data/etl-vs-api-data-patterns.
Open the skill folder on GitHub
Salesforce Data Pipeline / ETL
Production Salesforce → lake pipelines combine a one-time Bulk API 2.0 snapshot with an ongoing CDC or Platform Event stream. Naive incremental loads on LastModifiedDate lose updates during the query window; CDC guarantees ordered delta capture.
Adoption Signals
Analytics workloads that need <1h freshness on Salesforce data in a warehouse.
- Bulk API 2.0 export when the source is full-table and the warehouse handles deduplication.
- Change Data Capture (CDC) export when downstream consumers need ordered events with primary-key delta semantics.
Recommended Workflow
- Initial snapshot: Bulk API 2.0 query job per object; store in staging.
- Subscribe to CDC for each object via Pub/Sub API (or Change Data Capture Stream).
- Apply deltas onto snapshot using event ChangeEventHeader.commitTimestamp + changeType (CREATE/UPDATE/DELETE/GAP_FILL).
- Handle GAP_FILL events with a re-query of affected Ids (CDC may gap on heavy load).
- Monitor replay lag; auto-refresh from Bulk snapshot if lag > threshold.
Key Considerations
- CDC event retention is 3 days — downtime >3 days requires full re-snapshot.
- Field-level deletions of custom fields trigger schema migrations downstream.
- Big Object data cannot be streamed via CDC.
- Avoid SOQL polling at scale — you hit API limits.
Worked Examples (see references/examples.md)
- Snowflake mirror — Finance analytics
- Gap-fill handler — CDC gap after outage
Common Gotchas (see references/gotchas.md)
- CDC retention exceeded — Consumer offline >3 days; events lost.
- Missing GAP_FILL — Silently lose records.
- SOQL polling fallback — Eats API allocation.
Top LLM Anti-Patterns (full list in references/llm-anti-patterns.md)
- LastModifiedDate polling as primary path
- Ignoring GAP_FILL events
- No replay-id checkpointing
Official Sources Used
- Apex REST & Callouts — https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_callouts.htm
- Named Credentials — https://help.salesforce.com/s/articleView?id=sf.named_credentials_about.htm
- Connect REST API — https://developer.salesforce.com/docs/atlas.en-us.chatterapi.meta/chatterapi/
- Private Connect — https://help.salesforce.com/s/articleView?id=sf.private_connect_overview.htm
- Bulk API 2.0 — https://developer.salesforce.com/docs/atlas.en-us.api_asynch.meta/api_asynch/
- Pub/Sub API — https://developer.salesforce.com/docs/platform/pub-sub-api/guide/intro.html