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We need to match leads to thier corresponding accounts in Salesforce
We need to match leads to their corresponding accounts in Salesforce.
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To match leads to their corresponding accounts in Salesforce, we will follow a two-step matching process based on provided fields.
The SQL Query for the first step of matching process is as follows:
SELECT
accountownersegment AS Segment,
COUNT(o.id) AS NumberOfOpportunities,
SUM(Amount) AS TotalAmount,
AVG(Amount) AS AverageDealSize
FROM
TestData.salesforce_opportunity o
LEFT JOIN TestData.salesforce_account a ON o.accountid = a.id
GROUP BY 1
ORDER BY TotalAmount DESC;
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