This is where the majority of your data manipulation occurs. You can cleanse data, create new values, validate information, and look up related records.

• Virtual Fields: These are powerful, in-memory fields that exist only during the transformation. You can use them to store intermediate values, perform calculations, or build logic without needing to create custom fields in Salesforce.
  • The user experience for Virtual Fields is streamlined: the “Label” field is automatically focused when creating a new virtual field, and “New Virtual Field” button is placed for an intuitive workflow. (ref: 1.192)
• Core Transformation Rules:
  • Formula Engine: A powerful engine that uses a syntax similar to Salesforce formulas to manipulate your data. For a complete list of all available functions and operators, see the Formula Function & Operator Reference below.
  • Validate: Set criteria to determine if a Slice is valid for loading. You can define custom error messages and route failed Slices for review.
  • Lookup: Perform a SOQL query to find related records in Salesforce (e.g., find an Account ID based on an Account Name).
  • Deduplicate: Deduplicates records in-stream during the transformation phase based on criteria you define. (ref: 1.98, 1.197)
  • Discard: Explicitly discards a Slice based on a formula condition (e.g., Status__c == "Cancelled"). This includes a “Hard Discard” option to prevent the discarded slice from being logged, saving database storage. (ref: 1.187)