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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Exporting schema metadata for bulk documentation updates typically relies on manual schema builder exports that can become outdated and require constant maintenance.
Here’s how to automate metadata extraction directly from your database with scheduled CSV exports for reliable documentation workflows.
Extract metadata directly from database catalogs using Coefficient
Coefficient facilitates this workflow by connecting to the underlying database to extract metadata directly, providing a more reliable and automated approach than manual schema builder exports. This ensures bulk documentation updates are based on current database state.
How to make it work
Step 1. Connect Coefficient to your database using the appropriate connector.
Establish direct access to your Salesforce or Salesforce database rather than relying on schema builder tool exports. This gives you access to real-time system metadata tables.
Step 2. Create queries targeting database system catalogs.
Query system metadata tables to extract comprehensive metadata including table definitions, column properties, constraints, and relationships. This captures complete schema information directly from the source.
Step 3. Apply dynamic filters to focus on specific schema objects.
Use filtered imports targeting recently modified objects or specific database schemas. This allows you to focus bulk updates on relevant changes rather than processing entire schemas.
Step 4. Schedule automated exports to CSV for regular documentation updates.
Configure Coefficient’s scheduled export functionality to automatically generate CSV files on your preferred schedule. This eliminates manual export processes while ensuring consistent documentation updates.
Step 5. Use append new data feature to maintain historical schema change logs.
Set up append functionality to maintain historical records of schema changes over time. This creates valuable audit trails for compliance and change management purposes.
Automate your schema documentation workflow
This method ensures bulk documentation updates are based on current database state rather than potentially outdated schema builder exports, and can be fully automated to run on your preferred schedule. Start automating your schema documentation workflow today.
