Creating a Data Transformation Table

A Foundations data transformation table contains the list of individual data transformations that can apply to one or more messaging relationships.

To create a data transformation table:

  1. Click the Data Transformation Tables tab.
  2. Click New.
  3. Enter a name.
  4. Add a meaningful description for the data transformation table.
  5. Click Save.

Data Transformations

To use a data transformation table, it must contain one or more data transformations that determine the source and target values.

To add data transformations:

  1. Click the Data Transformation Tables tab.
  2. Click the name of the data transformation table you want to add a data transformation to.
  3. Click New Data Transformation in the Data Transformations related list.
  4. Enter the first source value.
  5. [Optional] Enter the second source value.
  6. In the Target Value field, enter the value to return if the criteria in the source values are met.
  7. Click Save to save the data transformation or Save & New to save the data transformation and create a new one.
Notes:

Each data transformation must contain a unique combination of source values.

Source values are not case sensitive.

When creating data transformations for lookups, we recommend that you enter the Salesforce ID of the item to be included instead of text. This reduces the load on Foundations and increases the performance of your integrations.