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dat-a-man authored Feb 1, 2025
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### Key Features
- **Staging Models:** Clean and prepare raw HubSpot data for downstream analysis.
- **Mart Models:** Pre-built dimension and fact tables for key HubSpot entities like contacts, deals, companies, and tickets.
- **Staging Models:** Clean and prepare raw Salesforce data for downstream analysis.
- **Mart Models:** Pre-built dimension and fact tables for key Salesforce entities like contacts, deals, companies, and tickets.
- **Incremental Loading:** Supports incremental data processing to optimize performance.
- **Easy Integration:** Designed to work out-of-the-box with the dlt HubSpot pipeline.
- **Easy Integration:** Designed to work out-of-the-box with the dlt Salesforce pipeline.

### Setup Instructions

#### Prerequisites
- dbt Core installed in your environment.
- Access to a supported data warehouse: BigQuery, Snowflake, Redshift, Athena, or PostgreSQL.
- The dlt HubSpot pipeline is set up and running.
- The dlt Salesforce pipeline is set up and running.

### Step 1: Set Up the dlt HubSpot Pipeline
### Step 1: Set Up the dlt Salesforce Pipeline
1. **Install dlt:**
```
pip install dlt
```
2. **Configure the Pipeline:**
Follow the dlt HubSpot pipeline documentation to set up your pipeline. Ensure you have your HubSpot API key and destination credentials configured.
Follow the dlt Salesforce [pipeline documentation](https://dlthub.com/docs/dlt-ecosystem/verified-sources/salesforce) to set up your pipeline. Ensure you have your Salesforce API key and destination credentials configured.

3. **Run the Pipeline:**
Extract and load data from HubSpot into your data warehouse by running the pipeline.
Extract and load data from Salesforce into your data warehouse by running the pipeline.

### Step 2: Install and Configure the dbt Project

1. Install the Salesforce dbt package into your dbt environment.
2. Configure your 'dbt_project.yml' file with the appropriate connection details for your data warehouse.
3. Ensure the data from your dlt HubSpot pipeline is available in your warehouse.
3. Ensure the data from your dlt Salesforce pipeline is available in your warehouse.

This is how the tables in dbt package look like:
```text
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