{ "tray_export_version": 4, "export_type": "workflow", "workflows": [ { "id": "7ea4f437-2601-4c10-8115-a58f7a26d6d7", "created": "2025-05-01T11:13:00.165864Z", "workspace_id": "fe1dc357-73fd-4beb-a857-548679b2e439", "project_id": "fa4eca57-61cd-4d36-b947-a7484aff03c8", "group": "04730968-d5e2-490b-9232-c175e7a82c55", "creator": "fe1dc357-73fd-4beb-a857-548679b2e439", "version": { "id": "21daa934-0133-4b3d-9857-300a2ca31ed6", "created": "2025-05-02T19:14:26.285646Z" }, "title": "Import Looker Rows into Salesloft for Account-based Signals | Domain Lookup", "description": "This workflow combines Databricks and Salesloft to create an Account-based signal workflow. \n\nUtilize a Databricks table with revenue-generating data for an Account and import that data into the corresponding Salesloft account. This workflow uses Domain lookup or CRM ID (non SFDC) for Salesloft and updates a custom field that you created in the platform.", "enabled": false, "tags": [ "Databricks", "Salesloft" ], "settings": { "config": {}, "input_schema": {}, "output_schema": {} }, "steps_structure": [ { "name": "trigger", "type": "normal", "content": {} }, { "name": "looker-1", "type": "normal", "content": {} }, { "name": "loop-1", "type": "loop", "content": { "_loop": [ { "name": "text-helpers-1", "type": "normal", "content": {} }, { "name": "salesloft-1", "type": "normal", "content": {} }, { "name": "boolean-condition-1", "type": "branch", "content": { "true": [ { "name": "list-helpers-1", "type": "normal", "content": {} }, { "name": "boolean-condition-2", "type": "branch", "content": { "true": [], "false": [ { "name": "salesloft-4", "type": "normal", "content": {} } ] } } ], "false": [ { "name": "salesloft-2", "type": "normal", "content": {} } ] } } ] } } ], "steps": { "boolean-condition-1": { "title": "Results Returned?", "description": "Checks the Salesloft API Response for the total_count. If the count is greater than zero, then we assume that the account exists and proceed down the true flow.\n\nIf no results are in the payload then proceed down the false flow to create the Account.", "connector": { "name": "boolean-condition", "version": "2.3" }, "operation": "boolean_condition", "output_schema": {}, "error_handling": {}, "properties": { "conditions": { "type": "array", "value": [ { "type": "object", "value": { "value1": { "type": "jsonpath", "value": "$.steps.salesloft-1.response.body.metadata.paging.total_count" }, "comparison_type": { "type": "string", "value": ">" }, "value2": { "type": "string", "value": "0" } } } ] }, "strictness": { "type": "string", "value": "All" } } }, "boolean-condition-2": { "title": "Boolean condition", "description": "When the correct account is identified, this step checks if the custom field value has already been updated to the desired value. If the value is already set, the account is not updated the loop continues.\n\nIf the value is not set, this step updates the account.", "connector": { "name": "boolean-condition", "version": "2.3" }, "operation": "boolean_condition", "output_schema": {}, "error_handling": {}, "properties": { "conditions": { "type": "array", "value": [ { "type": "object", "value": { "value1": { "type": "jsonpath", "value": "$.steps.list-helpers-1.result.custom_fields.['Rhythm Adopter']" }, "comparison_type": { "type": "string", "value": "===" }, "value2": { "type": "string", "value": "true" } } } ] }, "strictness": { "type": "string", "value": "All" } } }, "list-helpers-1": { "title": "Most Recent Account", "description": "(OPTIONAL) This step assumes that most Salesloft customers have duplicate accounts (i.e., Accounts with similar domains). If multiple accounts are returned, this step will use the account that was most recently updated\n\nIf using crm_id, you can delete this step.", "connector": { "name": "list-helpers", "version": "3.1" }, "operation": "first", "output_schema": { "$schema": "http://json-schema.org/draft-04/schema#", "type": "object", "properties": { "result": { "type": "object", "properties": { "id": { "type": "number" }, "created_at": { "type": "string" }, "updated_at": { "type": "string" }, "archived_at": { "type": "null" }, "name": { "type": "string" }, "domain": { "type": "string" }, "conversational_name": { "type": "null" }, "description": { "type": "null" }, "phone": { "type": "null" }, "website": { "type": "null" }, "linkedin_url": { "type": "null" }, "twitter_handle": { "type": "null" }, "street": { "type": "null" }, "city": { "type": "null" }, "state": { "type": "null" }, "postal_code": { "type": "null" }, "country": { "type": "null" }, "locale": { "type": "null" }, "industry": { "type": "null" }, "company_type": { "type": "null" }, "founded": { "type": "null" }, "revenue_range": { "type": "null" }, "size": { "type": "null" }, "crm_id": { "type": "null" }, "crm_url": { "type": "null" }, "crm_object_type": { "type": "string" }, "owner_crm_id": { "type": "null" }, "prospector_engagement_score": { "type": "null" }, "prospector_engagement_level": { "type": "null" }, "last_contacted_at": { "type": "null" }, "last_contacted_type": { "type": "null" }, "do_not_contact": { "type": "boolean" }, "custom_fields": { "type": "object", "properties": { "Rhythm Adopter": { "type": "string" } } }, "user_relationships": { "type": "array", "items": {} }, "tags": { "type": "array", "items": {} }, "counts": { "type": "object", "properties": { "people": { "type": "null" } } }, "owner": { "type": "object", "properties": { "_href": { "type": "string" }, "id": { "type": "number" } } }, "creator": { "type": "object", "properties": { "_href": { "type": "string" }, "id": { "type": "number" } } }, "last_contacted_by": { "type": "null" }, "last_contacted_person": { "type": "null" }, "company_stage": { "type": "null" }, "account_tier": { "type": "null" } } } } }, "error_handling": {}, "properties": { "error_on_empty": { "type": "boolean", "value": false }, "list": { "type": "jsonpath", "value": "$.steps.salesloft-1.response.body.data" } } }, "looker-1": { "title": "Run a Look", "description": "This step uses the \"Run a Look\" endpoint from the Looker API\n\nColumn Requirements: A Salesloft unique ID (e.g., crm_id), a signal/custom value for downstream workflows, and an Account Domain/Name if you want to create Accounts.", "connector": { "name": "looker", "version": "2.0" }, "operation": "raw_http_request", "output_schema": { "$schema": "http://json-schema.org/draft-04/schema#", "type": "object", "properties": { "response": { "type": "object", "properties": { "status_code": { "type": "number" }, "headers": { "type": "object", "properties": { "date": { "type": "string" }, "content-type": { "type": "string" }, "connection": { "type": "string" }, "set-cookie": { "type": "array", "items": { "type": "string" } }, "vary": { "type": "string" }, "x-b3-traceid": { "type": "string" }, "x-b3-spanid": { "type": "string" }, "x-b3-sampled": { "type": "string" }, "server-timing": { "type": "string" }, "x-content-type-options": { "type": "string" }, "strict-transport-security": { "type": "string" } } }, "body": { "type": "array", "items": { "type": "object", "properties": { "dim_sl_teams_scd.id": { "type": "number" }, "dim_sl_teams_scd.name": { "type": "string" }, "dim_sfdc_user_sales_owner.name": { "type": "string" }, "dim_sfdc_user_account_owner.name": { "type": "string" }, "dim_sl_teams_scd.billing_status": { "type": "string" }, "account_renewal_dates.renewal_date": { "type": [ "null", "string" ] }, "users_by_package_type_dt.count_admin_users": { "type": [ "null", "number" ] }, "dim_sl_team_seat_packages_scd.packages_admin_paid": { "type": "number" }, "dim_sl_team_seat_packages_scd.packages_admin_comped": { "type": "number" }, "users_by_package_type_dt.count_advanced_users": { "type": [ "null", "number" ] }, "dim_sl_team_seat_packages_scd.packages_advanced_paid": { "type": "number" }, "dim_sl_team_seat_packages_scd.packages_advanced_comped": { "type": "number" }, "users_by_package_type_dt.count_advanced_no_ci_users": { "type": [ "null", "number" ] }, "dim_sl_team_seat_packages_scd.packages_advanced_no_ci_paid": { "type": "number" }, "dim_sl_team_seat_packages_scd.packages_advanced_no_ci_comped": { "type": "number" }, "users_by_package_type_dt.count_essentials_users": { "type": [ "null", "number" ] }, "dim_sl_team_seat_packages_scd.packages_essentials_paid": { "type": "number" }, "dim_sl_team_seat_packages_scd.packages_essentials_comped": { "type": "number" }, "users_by_package_type_dt.count_essentials_no_ci_users": { "type": [ "null", "number" ] }, "dim_sl_team_seat_packages_scd.packages_essentials_no_ci_paid": { "type": "number" }, "dim_sl_team_seat_packages_scd.packages_essentials_no_ci_comped": { "type": "number" }, "users_by_package_type_dt.count_engage_users": { "type": [ "null", "number" ] }, "dim_sl_team_seat_packages_scd.packages_engage_paid": { "type": "number" }, "dim_sl_team_seat_packages_scd.packages_engage_comped": { "type": "number" }, "users_by_package_type_dt.count_enterprise_users": { "type": [ "null", "number" ] }, "dim_sl_team_seat_packages_scd.packages_enterprise_paid": { "type": "number" }, "dim_sl_team_seat_packages_scd.packages_enterprise_comped": { "type": "number" }, "users_by_package_type_dt.count_prospect_users": { "type": [ "null", "number" ] }, "dim_sl_team_seat_packages_scd.packages_prospect_paid": { "type": "number" }, "dim_sl_team_seat_packages_scd.packages_prospect_comped": { "type": "number" }, "users_by_package_type_dt.count_sell_users": { "type": [ "null", "number" ] }, "dim_sl_team_seat_packages_scd.packages_sell_paid": { "type": "number" }, "dim_sl_team_seat_packages_scd.packages_sell_comped": { "type": "number" }, "users_by_package_type_dt.count_premier_users": { "type": [ "null", "number" ] }, "dim_sl_team_seat_packages_scd.packages_premier_paid": { "type": "number" }, "dim_sl_team_seat_packages_scd.packages_premier_comped": { "type": "number" }, "users_by_package_type_dt.count_premier_no_ci_users": { "type": [ "null", "number" ] }, "dim_sl_team_seat_packages_scd.packages_premier_no_ci_paid": { "type": "number" }, "dim_sl_team_seat_packages_scd.packages_premier_no_ci_comped": { "type": "number" }, "fact_sfdc_pal_hist.purchased_qty_admin": { "type": [ "null", "number" ] }, "fact_sfdc_pal_hist.purchased_qty_avanced": { "type": [ "null", "number" ] }, "fact_sfdc_pal_hist.purchased_qty_advanced_no_ci": { "type": [ "null", "number" ] }, "fact_sfdc_pal_hist.purchased_qty_meeting_intelligence": { "type": [ "null", "number" ] }, "fact_sfdc_pal_hist.purchased_qty_engage": { "type": "null" }, "fact_sfdc_pal_hist.purchased_qty_enterprise": { "type": "null" }, "fact_sfdc_pal_hist.purchased_qty_essentials": { "type": "null" }, "fact_sfdc_pal_hist.purchased_qty_essentials_no_ci": { "type": [ "null", "number" ] }, "fact_sfdc_pal_hist.purchased_qty_opportunity_management": { "type": [ "null", "number" ] }, "fact_sfdc_pal_hist.purchased_qty_premier": { "type": [ "null", "number" ] }, "fact_sfdc_pal_hist.purchased_qty_premier_no_ci": { "type": [ "null", "number" ] }, "fact_sfdc_pal_hist.purchased_qty_prospect": { "type": "null" }, "fact_sfdc_pal_hist.purchased_qty_sell": { "type": "null" }, "fact_sfdc_pal_hist.purchased_qty_unlimited_eu_calling": { "type": [ "null", "number" ] }, "fact_sfdc_pal_hist.purchased_qty_unlimited_na_calling": { "type": [ "null", "number" ] }, "fact_sfdc_pal_hist.purchased_qty_unlimited_na_messaging": { "type": [ "null", "number" ] }, "account_renewal_dates.account_id": { "type": "string" }, "dim_sfdc_user_account_owner.id": { "type": "string" }, "dim_sfdc_user_account_owner.profile_id": { "type": "string" }, "dim_sfdc_accounts_scd.website": { "type": "string" }, "total_purchase_quantity": { "type": "number" }, "dim_sl_accounts_scd.count_distinct": { "type": "number" }, "dim_sl_team_seat_packages_scd.paid_licenses_total": { "type": "number" }, "dim_sl_team_seat_packages_scd.comped_licenses_total": { "type": "number" }, "overall_license_utilization": { "type": [ "null", "number" ] }, "overall_consumed_licenses": { "type": [ "number", "null" ] } }, "required": [ "dim_sl_teams_scd.id", "dim_sl_teams_scd.name", "dim_sfdc_user_sales_owner.name", "dim_sfdc_user_account_owner.name", "dim_sl_teams_scd.billing_status", "account_renewal_dates.renewal_date", "users_by_package_type_dt.count_admin_users", "dim_sl_team_seat_packages_scd.packages_admin_paid", "dim_sl_team_seat_packages_scd.packages_admin_comped", "users_by_package_type_dt.count_advanced_users", "dim_sl_team_seat_packages_scd.packages_advanced_paid", "dim_sl_team_seat_packages_scd.packages_advanced_comped", "users_by_package_type_dt.count_advanced_no_ci_users", "dim_sl_team_seat_packages_scd.packages_advanced_no_ci_paid", "dim_sl_team_seat_packages_scd.packages_advanced_no_ci_comped", "users_by_package_type_dt.count_essentials_users", "dim_sl_team_seat_packages_scd.packages_essentials_paid", "dim_sl_team_seat_packages_scd.packages_essentials_comped", "users_by_package_type_dt.count_essentials_no_ci_users", "dim_sl_team_seat_packages_scd.packages_essentials_no_ci_paid", "dim_sl_team_seat_packages_scd.packages_essentials_no_ci_comped", "users_by_package_type_dt.count_engage_users", "dim_sl_team_seat_packages_scd.packages_engage_paid", "dim_sl_team_seat_packages_scd.packages_engage_comped", "users_by_package_type_dt.count_enterprise_users", "dim_sl_team_seat_packages_scd.packages_enterprise_paid", "dim_sl_team_seat_packages_scd.packages_enterprise_comped", "users_by_package_type_dt.count_prospect_users", "dim_sl_team_seat_packages_scd.packages_prospect_paid", "dim_sl_team_seat_packages_scd.packages_prospect_comped", "users_by_package_type_dt.count_sell_users", "dim_sl_team_seat_packages_scd.packages_sell_paid", "dim_sl_team_seat_packages_scd.packages_sell_comped", "users_by_package_type_dt.count_premier_users", "dim_sl_team_seat_packages_scd.packages_premier_paid", "dim_sl_team_seat_packages_scd.packages_premier_comped", "users_by_package_type_dt.count_premier_no_ci_users", "dim_sl_team_seat_packages_scd.packages_premier_no_ci_paid", "dim_sl_team_seat_packages_scd.packages_premier_no_ci_comped", "fact_sfdc_pal_hist.purchased_qty_admin", "fact_sfdc_pal_hist.purchased_qty_avanced", "fact_sfdc_pal_hist.purchased_qty_advanced_no_ci", "fact_sfdc_pal_hist.purchased_qty_meeting_intelligence", "fact_sfdc_pal_hist.purchased_qty_engage", "fact_sfdc_pal_hist.purchased_qty_enterprise", "fact_sfdc_pal_hist.purchased_qty_essentials", "fact_sfdc_pal_hist.purchased_qty_essentials_no_ci", "fact_sfdc_pal_hist.purchased_qty_opportunity_management", "fact_sfdc_pal_hist.purchased_qty_premier", "fact_sfdc_pal_hist.purchased_qty_premier_no_ci", "fact_sfdc_pal_hist.purchased_qty_prospect", "fact_sfdc_pal_hist.purchased_qty_sell", "fact_sfdc_pal_hist.purchased_qty_unlimited_eu_calling", "fact_sfdc_pal_hist.purchased_qty_unlimited_na_calling", "fact_sfdc_pal_hist.purchased_qty_unlimited_na_messaging", "account_renewal_dates.account_id", "dim_sfdc_user_account_owner.id", "dim_sfdc_user_account_owner.profile_id", "dim_sfdc_accounts_scd.website", "total_purchase_quantity", "dim_sl_accounts_scd.count_distinct", "dim_sl_team_seat_packages_scd.paid_licenses_total", "dim_sl_team_seat_packages_scd.comped_licenses_total", "overall_license_utilization", "overall_consumed_licenses" ] } } } } } }, "error_handling": {}, "authentication": { "group": "d9c8a3bc-59b3-4bb3-8eec-32cb335fba0a", "title": "John Wood's looker account", "service_icon": { "icon_type": "url", "value": "//s3.amazonaws.com/images.tray.io/artisan/icons/d0b84056-0c18-4f9a-b41c-f4847f139b01.png" }, "scopes": [], "service_name": "looker", "service_version": 1 }, "properties": { "method": { "type": "string", "value": "GET" }, "include_raw_body": { "type": "boolean", "value": false }, "parse_response": { "type": "string", "value": "true" }, "url": { "type": "object", "value": { "endpoint": { "type": "string", "value": "/looks/3904/run/json" } } }, "body": { "type": "object", "value": { "none": { "type": "null", "value": null } } }, "query_parameters": { "type": "array", "value": [] } } }, "loop-1": { "title": "Loop through Looker Results", "description": "Loops through the Looks response body.", "connector": { "name": "loop", "version": "1.3" }, "operation": "loop_array", "output_schema": { "$schema": "http://json-schema.org/draft-04/schema#", "type": "object", "properties": { "value": { "type": "object", "properties": { "dim_sl_teams_scd.id": { "type": "number" }, "dim_sl_teams_scd.name": { "type": "string" }, "dim_sfdc_user_sales_owner.name": { "type": "string" }, "dim_sfdc_user_account_owner.name": { "type": "string" }, "dim_sl_teams_scd.billing_status": { "type": "string" }, "account_renewal_dates.renewal_date": { "type": [ "null", "string" ] }, "users_by_package_type_dt.count_admin_users": { "type": [ "null", "number" ] }, "dim_sl_team_seat_packages_scd.packages_admin_paid": { "type": "number" }, "dim_sl_team_seat_packages_scd.packages_admin_comped": { "type": "number" }, "users_by_package_type_dt.count_advanced_users": { "type": [ "null", "number" ] }, "dim_sl_team_seat_packages_scd.packages_advanced_paid": { "type": "number" }, "dim_sl_team_seat_packages_scd.packages_advanced_comped": { "type": "number" }, "users_by_package_type_dt.count_advanced_no_ci_users": { "type": [ "null", "number" ] }, "dim_sl_team_seat_packages_scd.packages_advanced_no_ci_paid": { "type": "number" }, "dim_sl_team_seat_packages_scd.packages_advanced_no_ci_comped": { "type": "number" }, "users_by_package_type_dt.count_essentials_users": { "type": [ "null", "number" ] }, "dim_sl_team_seat_packages_scd.packages_essentials_paid": { "type": "number" }, "dim_sl_team_seat_packages_scd.packages_essentials_comped": { "type": "number" }, "users_by_package_type_dt.count_essentials_no_ci_users": { "type": [ "null", "number" ] }, "dim_sl_team_seat_packages_scd.packages_essentials_no_ci_paid": { "type": "number" }, "dim_sl_team_seat_packages_scd.packages_essentials_no_ci_comped": { "type": "number" }, "users_by_package_type_dt.count_engage_users": { "type": [ "null", "number" ] }, "dim_sl_team_seat_packages_scd.packages_engage_paid": { "type": "number" }, "dim_sl_team_seat_packages_scd.packages_engage_comped": { "type": "number" }, "users_by_package_type_dt.count_enterprise_users": { "type": [ "null", "number" ] }, "dim_sl_team_seat_packages_scd.packages_enterprise_paid": { "type": "number" }, "dim_sl_team_seat_packages_scd.packages_enterprise_comped": { "type": "number" }, "users_by_package_type_dt.count_prospect_users": { "type": [ "null", "number" ] }, "dim_sl_team_seat_packages_scd.packages_prospect_paid": { "type": "number" }, "dim_sl_team_seat_packages_scd.packages_prospect_comped": { "type": "number" }, "users_by_package_type_dt.count_sell_users": { "type": [ "null", "number" ] }, "dim_sl_team_seat_packages_scd.packages_sell_paid": { "type": "number" }, "dim_sl_team_seat_packages_scd.packages_sell_comped": { "type": "number" }, "users_by_package_type_dt.count_premier_users": { "type": [ "null", "number" ] }, "dim_sl_team_seat_packages_scd.packages_premier_paid": { "type": "number" }, "dim_sl_team_seat_packages_scd.packages_premier_comped": { "type": "number" }, "users_by_package_type_dt.count_premier_no_ci_users": { "type": [ "null", "number" ] }, "dim_sl_team_seat_packages_scd.packages_premier_no_ci_paid": { "type": "number" }, "dim_sl_team_seat_packages_scd.packages_premier_no_ci_comped": { "type": "number" }, "fact_sfdc_pal_hist.purchased_qty_admin": { "type": [ "null", "number" ] }, "fact_sfdc_pal_hist.purchased_qty_avanced": { "type": [ "null", "number" ] }, "fact_sfdc_pal_hist.purchased_qty_advanced_no_ci": { "type": [ "null", "number" ] }, "fact_sfdc_pal_hist.purchased_qty_meeting_intelligence": { "type": [ "null", "number" ] }, "fact_sfdc_pal_hist.purchased_qty_engage": { "type": "null" }, "fact_sfdc_pal_hist.purchased_qty_enterprise": { "type": "null" }, "fact_sfdc_pal_hist.purchased_qty_essentials": { "type": "null" }, "fact_sfdc_pal_hist.purchased_qty_essentials_no_ci": { "type": [ "null", "number" ] }, "fact_sfdc_pal_hist.purchased_qty_opportunity_management": { "type": [ "null", "number" ] }, "fact_sfdc_pal_hist.purchased_qty_premier": { "type": [ "null", "number" ] }, "fact_sfdc_pal_hist.purchased_qty_premier_no_ci": { "type": [ "null", "number" ] }, "fact_sfdc_pal_hist.purchased_qty_prospect": { "type": "null" }, "fact_sfdc_pal_hist.purchased_qty_sell": { "type": "null" }, "fact_sfdc_pal_hist.purchased_qty_unlimited_eu_calling": { "type": [ "null", "number" ] }, "fact_sfdc_pal_hist.purchased_qty_unlimited_na_calling": { "type": [ "null", "number" ] }, "fact_sfdc_pal_hist.purchased_qty_unlimited_na_messaging": { "type": [ "null", "number" ] }, "account_renewal_dates.account_id": { "type": "string" }, "dim_sfdc_user_account_owner.id": { "type": "string" }, "dim_sfdc_user_account_owner.profile_id": { "type": "string" }, "dim_sfdc_accounts_scd.website": { "type": "string" }, "total_purchase_quantity": { "type": "number" }, "dim_sl_accounts_scd.count_distinct": { "type": "number" }, "dim_sl_team_seat_packages_scd.paid_licenses_total": { "type": "number" }, "dim_sl_team_seat_packages_scd.comped_licenses_total": { "type": "number" }, "overall_license_utilization": { "type": [ "null", "number" ] }, "overall_consumed_licenses": { "type": [ "number", "null" ] } }, "required": [ "dim_sl_teams_scd.id", "dim_sl_teams_scd.name", "dim_sfdc_user_sales_owner.name", "dim_sfdc_user_account_owner.name", "dim_sl_teams_scd.billing_status", "account_renewal_dates.renewal_date", "users_by_package_type_dt.count_admin_users", "dim_sl_team_seat_packages_scd.packages_admin_paid", "dim_sl_team_seat_packages_scd.packages_admin_comped", "users_by_package_type_dt.count_advanced_users", "dim_sl_team_seat_packages_scd.packages_advanced_paid", "dim_sl_team_seat_packages_scd.packages_advanced_comped", "users_by_package_type_dt.count_advanced_no_ci_users", "dim_sl_team_seat_packages_scd.packages_advanced_no_ci_paid", "dim_sl_team_seat_packages_scd.packages_advanced_no_ci_comped", "users_by_package_type_dt.count_essentials_users", "dim_sl_team_seat_packages_scd.packages_essentials_paid", "dim_sl_team_seat_packages_scd.packages_essentials_comped", "users_by_package_type_dt.count_essentials_no_ci_users", "dim_sl_team_seat_packages_scd.packages_essentials_no_ci_paid", "dim_sl_team_seat_packages_scd.packages_essentials_no_ci_comped", "users_by_package_type_dt.count_engage_users", "dim_sl_team_seat_packages_scd.packages_engage_paid", "dim_sl_team_seat_packages_scd.packages_engage_comped", "users_by_package_type_dt.count_enterprise_users", "dim_sl_team_seat_packages_scd.packages_enterprise_paid", "dim_sl_team_seat_packages_scd.packages_enterprise_comped", "users_by_package_type_dt.count_prospect_users", "dim_sl_team_seat_packages_scd.packages_prospect_paid", "dim_sl_team_seat_packages_scd.packages_prospect_comped", "users_by_package_type_dt.count_sell_users", "dim_sl_team_seat_packages_scd.packages_sell_paid", "dim_sl_team_seat_packages_scd.packages_sell_comped", "users_by_package_type_dt.count_premier_users", "dim_sl_team_seat_packages_scd.packages_premier_paid", "dim_sl_team_seat_packages_scd.packages_premier_comped", "users_by_package_type_dt.count_premier_no_ci_users", "dim_sl_team_seat_packages_scd.packages_premier_no_ci_paid", "dim_sl_team_seat_packages_scd.packages_premier_no_ci_comped", "fact_sfdc_pal_hist.purchased_qty_admin", "fact_sfdc_pal_hist.purchased_qty_avanced", "fact_sfdc_pal_hist.purchased_qty_advanced_no_ci", "fact_sfdc_pal_hist.purchased_qty_meeting_intelligence", "fact_sfdc_pal_hist.purchased_qty_engage", "fact_sfdc_pal_hist.purchased_qty_enterprise", "fact_sfdc_pal_hist.purchased_qty_essentials", "fact_sfdc_pal_hist.purchased_qty_essentials_no_ci", "fact_sfdc_pal_hist.purchased_qty_opportunity_management", "fact_sfdc_pal_hist.purchased_qty_premier", "fact_sfdc_pal_hist.purchased_qty_premier_no_ci", "fact_sfdc_pal_hist.purchased_qty_prospect", "fact_sfdc_pal_hist.purchased_qty_sell", "fact_sfdc_pal_hist.purchased_qty_unlimited_eu_calling", "fact_sfdc_pal_hist.purchased_qty_unlimited_na_calling", "fact_sfdc_pal_hist.purchased_qty_unlimited_na_messaging", "account_renewal_dates.account_id", "dim_sfdc_user_account_owner.id", "dim_sfdc_user_account_owner.profile_id", "dim_sfdc_accounts_scd.website", "total_purchase_quantity", "dim_sl_accounts_scd.count_distinct", "dim_sl_team_seat_packages_scd.paid_licenses_total", "dim_sl_team_seat_packages_scd.comped_licenses_total", "overall_license_utilization", "overall_consumed_licenses" ] }, "count": { "type": "number" }, "index": { "type": "number" }, "is_first": { "type": "boolean" }, "is_last": { "type": "boolean" }, "branch_name": { "type": "string" } } }, "error_handling": {}, "properties": { "array": { "type": "jsonpath", "value": "$.steps.looker-1.response.body" } } }, "salesloft-1": { "title": "Get Accounts & Dups", "description": "(Action Required) | Executes a fuzzy match on domain in Salesloft. Update the query parameter to crm_id if you plan to use that method.\n\nThis step assumes that most Salesloft customers have duplicate accounts (i.e. Accounts with similar domains).", "connector": { "name": "salesloft", "version": "3.0" }, "operation": "raw_http_request", "output_schema": { "$schema": "http://json-schema.org/draft-04/schema#", "type": "object", "properties": { "response": { "type": "object", "properties": { "status_code": { "type": "number" }, "headers": { "type": "object", "properties": { "date": { "type": "string" }, "content-type": { "type": "string" }, "content-length": { "type": "string" }, "connection": { "type": "string" }, "x-frame-options": { "type": "string" }, "x-xss-protection": { "type": "string" }, "x-content-type-options": { "type": "string" }, "x-download-options": { "type": "string" }, "x-permitted-cross-domain-policies": { "type": "string" }, "referrer-policy": { "type": "string" }, "etag": { "type": "string" }, "cache-control": { "type": "string" }, "content-security-policy-report-only": { "type": "string" }, "x-request-id": { "type": "string" }, "x-runtime": { "type": "string" }, "strict-transport-security": { "type": "string" }, "vary": { "type": "string" }, "x-ratelimit-remaining-minute": { "type": "string" }, "x-ratelimit-limit-minute": { "type": "string" }, "x-ratelimit-endpoint-cost": { "type": "string" }, "x-entry-cluster": { "type": "string" }, "x-entry-pop": { "type": "string" }, "x-global-request-start": { "type": "string" } } }, "body": { "type": "object", "properties": { "metadata": { "type": "object", "properties": { "filtering": { "type": "object", "properties": { "domain": { "type": "object", "properties": { "_contains": { "type": "string" } } } } }, "paging": { "type": "object", "properties": { "per_page": { "type": "number" }, "current_page": { "type": "number" }, "next_page": { "type": "null" }, "prev_page": { "type": "null" }, "total_pages": { "type": "number" }, "total_count": { "type": "number" } } }, "sorting": { "type": "object", "properties": { "sort_by": { "type": "string" }, "sort_direction": { "type": "string" } } } } }, "data": { "type": "array", "items": { "type": "object", "properties": { "id": { "type": "number" }, "created_at": { "type": "string" }, "updated_at": { "type": "string" }, "archived_at": { "type": "null" }, "name": { "type": "string" }, "domain": { "type": "string" }, "conversational_name": { "type": "null" }, "description": { "type": "null" }, "phone": { "type": "null" }, "website": { "type": "null" }, "linkedin_url": { "type": "null" }, "twitter_handle": { "type": "null" }, "street": { "type": "null" }, "city": { "type": "null" }, "state": { "type": "null" }, "postal_code": { "type": "null" }, "country": { "type": "null" }, "locale": { "type": "null" }, "industry": { "type": "null" }, "company_type": { "type": "null" }, "founded": { "type": "null" }, "revenue_range": { "type": "null" }, "size": { "type": "null" }, "crm_id": { "type": "null" }, "crm_url": { "type": "null" }, "crm_object_type": { "type": "string" }, "owner_crm_id": { "type": "null" }, "prospector_engagement_score": { "type": "null" }, "prospector_engagement_level": { "type": "null" }, "last_contacted_at": { "type": "null" }, "last_contacted_type": { "type": "null" }, "do_not_contact": { "type": "boolean" }, "custom_fields": { "type": "object", "properties": { "Rhythm Adopter": { "type": "string" } } }, "user_relationships": { "type": "array", "items": {} }, "tags": { "type": "array", "items": {} }, "counts": { "type": "object", "properties": { "people": { "type": "null" } } }, "owner": { "type": "object", "properties": { "_href": { "type": "string" }, "id": { "type": "number" } } }, "creator": { "type": "object", "properties": { "_href": { "type": "string" }, "id": { "type": "number" } } }, "last_contacted_by": { "type": "null" }, "last_contacted_person": { "type": "null" }, "company_stage": { "type": "null" }, "account_tier": { "type": "null" } } } } } } } } } }, "error_handling": {}, "authentication": { "group": "94745324-8900-47c7-a24a-939ce5a94f17", "title": "US4 Auth", "service_icon": { "icon_type": "url", "value": "//s3.amazonaws.com/images.tray.io/artisan/icons/4e949938-8c50-47ce-83ea-75d29a2af9ef.png" }, "scopes": [], "service_name": "salesloft", "service_version": 1 }, "properties": { "access_token": { "type": "jsonpath", "value": "$.auth.access_token" }, "method": { "type": "string", "value": "GET" }, "include_raw_body": { "type": "boolean", "value": false }, "parse_response": { "type": "string", "value": "true" }, "url": { "type": "object", "value": { "endpoint": { "type": "string", "value": "/v2/accounts" } } }, "body": { "type": "object", "value": { "none": { "type": "null", "value": null } } }, "query_parameters": { "type": "array", "value": [ { "type": "object", "value": { "key": { "type": "string", "value": "domain[_contains]" }, "value": { "type": "jsonpath", "value": "$.steps.loop-1.value.['dim_sfdc_accounts_scd.website']" } } }, { "type": "object", "value": { "key": { "type": "string", "value": "include_paging_counts" }, "value": { "type": "string", "value": "true" } } } ] } } }, "salesloft-2": { "title": "Create account", "description": "Creates the Account using the Name and Domain/Website from the table.\n\nIt also sets the custom field value that will be used in the \"Account Updated Play\".", "connector": { "name": "salesloft", "version": "3.0" }, "operation": "create_account", "output_schema": {}, "error_handling": {}, "authentication": { "group": "94745324-8900-47c7-a24a-939ce5a94f17", "title": "US4 Auth", "service_icon": { "icon_type": "url", "value": "//s3.amazonaws.com/images.tray.io/artisan/icons/4e949938-8c50-47ce-83ea-75d29a2af9ef.png" }, "scopes": [], "service_name": "salesloft", "service_version": 1 }, "properties": { "access_token": { "type": "jsonpath", "value": "$.auth.access_token" }, "fields": { "type": "object", "value": { "do_not_contact": { "type": "boolean", "value": false }, "full_name": { "type": "jsonpath", "value": "$.steps.loop-1.value.['dim_sl_teams_scd.name']" }, "domain": { "type": "jsonpath", "value": "$.steps.loop-1.value.['dim_sfdc_accounts_scd.website']" }, "custom_fields": { "type": "array", "value": [ { "type": "object", "value": { "key": { "type": "string", "value": "Rhythm Adopter" }, "value": { "type": "string", "value": "true" } } } ] } } } } }, "salesloft-4": { "title": "Update account", "description": "Updates the most recent account from the previous step.\n\nPrimarily used to update the custom_field with the signal value from Databricks.", "connector": { "name": "salesloft", "version": "3.0" }, "operation": "update_account", "output_schema": {}, "error_handling": {}, "authentication": { "group": "94745324-8900-47c7-a24a-939ce5a94f17", "title": "US4 Auth", "service_icon": { "icon_type": "url", "value": "//s3.amazonaws.com/images.tray.io/artisan/icons/4e949938-8c50-47ce-83ea-75d29a2af9ef.png" }, "scopes": [], "service_name": "salesloft", "service_version": 1 }, "properties": { "access_token": { "type": "jsonpath", "value": "$.auth.access_token" }, "fields": { "type": "object", "value": { "do_not_contact": { "type": "boolean", "value": false }, "archived": { "type": "boolean", "value": false }, "custom_fields": { "type": "array", "value": [ { "type": "object", "value": { "key": { "type": "string", "value": "Rhythm Adopter" }, "value": { "type": "string", "value": "true" } } } ] }, "account_id": { "type": "jsonpath", "value": "$.steps.text-helpers-1.result" } } } } }, "text-helpers-1": { "title": "Change type", "description": "(Optional) Changes the type of the values, if needed.", "connector": { "name": "text-helpers", "version": "3.0" }, "operation": "change_type", "output_schema": { "$schema": "http://json-schema.org/draft-04/schema#", "type": "object", "properties": { "result": { "type": "number" } } }, "error_handling": {}, "properties": { "value": { "type": "jsonpath", "value": "$.steps.loop-1.value.['dim_sl_teams_scd.id']" }, "type2": { "type": "string", "value": "integer" } } }, "trigger": { "title": "Scheduled Trigger", "description": "Set up the trigger to run as often as needed.", "connector": { "name": "scheduled", "version": "3.5" }, "operation": "weekly", "output_schema": {}, "error_handling": {}, "properties": { "synchronous": { "type": "boolean", "value": false }, "public_url": { "type": "jsonpath", "value": "$.env.public_url" }, "hour": { "type": "string", "value": "8" }, "minute": { "type": "string", "value": "0" }, "start_date": { "type": "string", "value": "2025-04-08 12:00" }, "tz": { "type": "string", "value": "UTC" }, "day_of_week": { "type": "string", "value": "1" } } } }, "legacy_error_handling": true, "dependencies": [] } ], "projects": [] }