Connector SalesForce Documentation

Last modified by Aurelie Bertrand on 2023/05/11 10:24

Prerequisites

  • A Salesforce server with identifiers (see next point)
  • Follow configuration document “salesforce_config”

Selecting a new datasource

DigDash Enterprise allows you to retrieve information from your Salesforce account.

Select the type of report you want to work with, in the toolbar at the bottom of the page.

Flèche vers le bas 38

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OR click on New model in the datasource manager tab and choose Salesforce Cloud....

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Authentication

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Digdash requires the following information to connect to your Salesforce account:

  • User: it is your Salesforce user name
  • Password: it is your Salesforce password directly followed by your Security token
  • Salesforce server URL
  • Consumer key
  • Consumer secret

Listing all Salesforce objects

A drop-down list in the User Interface allows you to have all available Salesforce objects of your server.

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Screenshot: Drop-down list displaying all Salesforce objects

Selecting one Salesforce object will automatically update all the fields related to the selected object.

SOQL assistant

The SOQL assistant lists all available fields for the selected Salesforce object. It comes with their name and their type.

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Screenshot: User Interface with the available fields for the selected Salesforce object
 On the left: The available fields On the right: The selected fields

You can select one or multiple fields at the same time.

The User Interface also integrates a search bar to find your fields faster.

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Screenshot: The User Interface integrates a search bar

Note: the search will apply on the names and types.

SOQL query textfield

Entering manually your SOQL query is possible, but first, you need to pick your Salesforce object you want to work with in the Salesforce objects list.

Please note the automatic generation of your SOQL query using the SOQL assistant.

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Screenshot: Selecting fields called « AccountNumber », « BillingCity » et « BillingCountry » of Salesforce object « Account »

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Screenshot: Automatic update of SOQL query when using SOQL assistant