Maestro user guide

Last updated Aug 12, 2025

Steps

Go to the Process Mining Portal.
Locate the app card for the Process Optimization app and select Edit in dev mode from the context menu.
Select Upload dev data from the actions menu to upload external data.
- Use direct connection option to load data from Salesforce or ServiceNow.
- Or use the Upload data option to upload CSV or TSV files exported from your source system.
For example, to load data from Contact and Opportunity Salesforce tables for a Loan Origination process.

Refer to Uploading data for more information.

Note:
You can view the input tables that are created (via files or direction connection) in the Input section of the Data transformations. You can select a table, to preview the data.

Refer to Input data for more information.
Go to Data transformations.
Locate the models folder in the Transformations section and edit the Objects.sql file.
Compare the Object_ID values from the Objects.sql file to the ID field from the external system table.
Note: All object tables from external sources must join on this Object_ID field. Maestro, populates the Object_ID field based on the underlying object of the activity. For example, an IS activity for the Contact table will log the Contact_ID as the Object_ID in the Automation_events table). If you want to connect a Contact table from Salesforce, ensure the Contact_ID is the same format as the Object_ID. The following code block shows an example SQL statement that can be used in Objects.sql to match the Object_ID to the Contact_ID field.
```
SUBSTRING(Automation_events."Object_ID",0,LEN(Automation_events."Object_ID") - 3) as "Object_ID"SUBSTRING(Automation_events."Object_ID",0,LEN(Automation_events."Object_ID") - 3) as "Object_ID"
```
Tip: You can use this process to join multiple sources into a single Process optimization app. For example, if I want to join Salesforce, ServiceNow, and Process optimization data all into the same app.
After confirmation of the Object_ID field from the Automation_events table and external Object_ID, join the tables on the ID fields. Add the Trace_ID as a field to the table to associate the external object with a Maestro run.

The following code block shows and example join in the contact_data.sql file to create the Contact table and join it with the automation data.
```
select
    contact_data.*,
    Objects."Trace_ID",
    concat('Contact',to_varchar({{ pm_utils.id() }})) as "Unique_ID"
from {{ source('sources', 'contact_data') }} as contact_data
left join {{ref('Objects')}} as Objects
ON contact_data."Contact ID" = Objects."Object_ID"select
    contact_data.*,
    Objects."Trace_ID",
    concat('Contact',to_varchar({{ pm_utils.id() }})) as "Unique_ID"
from {{ source('sources', 'contact_data') }} as contact_data
left join {{ref('Objects')}} as Objects
ON contact_data."Contact ID" = Objects."Object_ID"
```
Note: Fields created using the .id() function are numeric by default. You need to cast them to varchar, as that is the data type of the Event_ID field in the Automation_events table.
Go to the Output section in Data transformations, and select Data model to view the data model of the Process optimization app.
Add the new external object and events tables to the data model. Make sure that the external object tables have the Trace_ID field populated and joined. Refer to Data models for more information.

The following illustration shows an example data model with the newly added opportunity_data and contact_data tables from Salesforce.
In the Output section in Data transformations, select Process to view the processes defined for the Process optimization app. Make sure there is a process defined with all events that will combine the events from the Maestro process and the external object events tables. Refer to Adding and editing processes for more information.
Select Apply to dashboards to make the data available for use in dashboards.
Edit the dashboards to visualize the external data and publish the Process optimization app.

The following illustration shows an example process graph with external data from Salesforce.

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