Application user or identity reporting workflow
Planning example. Stacksync support for the required connection and record operations needs a technical review.
Starting event: A change to the selected Proposed application user or identity table in Snowflake (choose its name) or Users record needs a defined result in the other system.
- Start with Snowflake Proposed application user or identity table in Snowflake (choose its name) and Tableau Users. Use the record-matching and field-ownership rules from your mapping worksheet.
- Resolve tenant and group references and establish a protected administrative-account policy.
- Test a normal update and one failed or repeated update in the supported direction. Keep both record IDs with the test results.
Expected result: Test a renamed login, disabled account, missing group, and a user existing in two tenants.
If it fails: Review access impact before retrying a lifecycle change; reconcile current identity state and retain an approval trail.
Project or workspace reporting workflow
Planning example. Stacksync support for the required connection and record operations needs a technical review.
Starting event: A change to the selected Proposed project or workspace table in Snowflake (choose its name) or Projects record needs a defined result in the other system.
- Start with Snowflake Proposed project or workspace table in Snowflake (choose its name) and Tableau Projects. Use the record-matching and field-ownership rules from your mapping worksheet.
- Resolve workspace, owner, and any customer or budget references.
- Test a normal update and one failed or repeated update in the supported direction. Keep both record IDs with the test results.
Expected result: Test duplicate project names in different workspaces and an archived project with open tasks.
If it fails: Correct workspace and parent references before retrying dependent tasks.
Define an explicit handoff between Snowflake and Tableau
This is an evaluation scenario; connector and operation support require confirmation.
Starting event: A business event involving a selected business dataset needs a defined response involving Projects or Users.
- Document what the source event means and which destination record or action should respond. A similar name does not establish a shared entity.
- Retain separate IDs and choose whether the destination is a report, a new work item, or a change to an existing record.
- Assign an approval owner and a duplicate-detection rule before running an action. Use a custom workflow only after its endpoint support is confirmed.
Expected result: An example input has an unambiguous destination and expected result; repeated delivery produces only the intended change.
If it fails: Resolve missing identity or ambiguous business meaning before retrying; route unsupported operations to the implementation owner.