Configure Snowflake data sharing

Who can use this feature?

  • All roles with access level "high"
  • Available on all plans

Snowflake is a cloud-based data warehousing platform. With Data Sharing enabled, Catalyst can share data straight to your Snowflake account. Data shared through Snowflake will be automatically updated as it is created or changed in Catalyst.

What you need to know

  1. The Snowflake data export capabilities are included in your Catalyst contract (no additional cost)
  2. If you choose the data sharing option, Catalyst requires your Snowflake credentials to be provided within a secure platform, such as 1Password.
  3. If you already have a Snowflake account, you will see a Catalyst private listing in your Snowflake account under Data > Private Sharing > Shared with you
  4. If you do not have a Snowflake account, you can obtain a Snowflake "Reader" account, where Catalyst provides access to a read-only instance to query your data in Snowflake.
  5. Data is refreshed every 24 hours at 3:30AM EST.
  6. You can optionally export your Snowflake data via CSV. Once exported, you can manually upload that data into your BI tools, Google Sheets, S3, Salesforce and other platforms for further analysis.

What data is shared

Once Data Sharing is enabled, you will see four databases in Snowflake:

 

Playbook email reporting

See the effectiveness of each playbook by creating views around emails that have been sent to your customers.

Data Description
email_id An ID representing the sending of a given email. Not unique, as there is one row per email recipient.
email_subject The subject of the sent email. Note: this may be null if the email has not yet been approved.
email_sent_at Timestamp for when the email was sent
email_approved_at Timestamp for when the email was approved in the catalyst app for sending
email_rejected_at Timestamp for when an email was rejected in the catalyst app for sending
email_sender_address What email address the sent message appears to have come from. This may be a default catalyst email, or the customer may provide a whitelisted domain
playbook_name The name of the playbook that created the email
playbook_id The id of the playbook associated with the email
email_recipient_address The email address of the recipient of the email. Note this may be null if the email is not yet approved
customer_id Which customer this email was created for
email_recipient_first_click_at The first time the recipient of the email clicked a link in the email. Note this depends on sendgrid notifications, and data may be missing, especially if the recipient has trackers blocked
email_recipient_bounced_at Time email bounced from recipient. In an instance where SendGrid retries, it's possible to both bounce and be delivered
email_recipient_last_clicked_at The last time the recipient of the email clicked a link in the email. Note this depends on SendGrid notifications, and data may be missing, especially if the recipient has trackers blocked
email_recipient_last_opened_at The last time the recipient of the email opened the email. Note this depends on SendGrid notifications, and data may be missing, especially if the recipient has trackers blocked

 

Numerical health score

Data Description
numerical_health_score 0-10 health score, as generated by the weighted health system
account_salesforce_id The given account's ID in Salesforce
account_catalyst_id The given account's ID in Catalyst
account_salesforce_name The given account's Name property
categorical_health_score Healthy, Neutral, At-Risk
customer_id The ID of the customer the account belongs to

 

Group health score

Data Description
score 0-10, the value of the numerical component health score
health_profile_group_id The ID of the group the score belongs to. An example may be an account's product engagement.
health_profile_id The ID of the profile the account belongs to. An example may be the account is scored with a small-business weighted ranking system.
health_profile_name The name of the profile the account belongs to. An example may be the account is scored with a small-business weighted ranking system.
health_profile_group_name The name of the group the score belongs to. An example may be an account's product engagement.
account_salesforce_id The given account's ID in Salesforce
account_catalyst_id The given account's ID in Catalyst
account_salesforce_name The given account's Name property
customer_id The ID of the customer the account belongs to.

 

Component health score

Data Description
score 0-10, the value of the numerical component health score
health_profile_group_id The ID of the group the score belongs to. An example may be an account's product engagement.
health_profile_id The ID of the profile the account belongs to. An example may be the account is scored with a small-business weighted ranking system.
health_profile_name The name of the profile the account belongs to. An example may be the account is scored with a small-business weighted ranking system.
health_profile_group_name The name of the group the score belongs to. An example may be an account's product engagement.
health_profile_component_field_name The specific field within the group the component is a score for. An example may be a calculation for daily logins.
account_salesforce_id The given account's ID in Salesforce
account_catalyst_id The given account's ID in Catalyst
account_salesforce_name The given account's Name property
customer_id The ID of the customer the account belongs to.

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