Wiki source code of salesforce_connector

Last modified by jhurst on 2023/11/13 15:46
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3 = Prerequisites =
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5 * A Salesforce server with identifiers (see next point)
6 * Follow configuration document “[[salesforce_config>>doc:Digdash.user_guide.studio.Create_datamodel.Data_connection.Connect_datasource_report.Report_Salesforce.salesforce_connector_config.WebHome]]”
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8 = Selecting a new datasource =
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10 DigDash Enterprise allows you to retrieve information from your Salesforce account.
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12 Select the type of report you want to work with, in the toolbar at the bottom of the page.
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14 [[image:salesforce_connector_en_html_c62fa55dd31b2918.gif||alt="Flèche vers le bas 38"]]
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16 [[image:salesforce_connector_en_html_f61e0c2cd230f87d.png||queryString="width=430&height=141" height="141" width="430"]]
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20 **OR** click on **New model** in the datasource manager tab and choose **Salesforce Cloud...**.
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22 [[image:salesforce_connector_en_html_c3b1283550702436.png||queryString="width=218&height=63" height="63" width="218"]]
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25 [[image:salesforce_connector_en_html_a0d6da63420f1255.png||queryString="width=251&height=359" height="359" width="251"]]
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27
28 = Authentication =
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30 [[image:salesforce_connector_en_html_c0376c321a1eb130.png||queryString="width=554&height=75" height="75" width="554"]]
31 \\
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33 Digdash requires the following information to connect to your Salesforce account:
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35 * **User**: it is your Salesforce user name
36 * **Password**: it is your Salesforce password directly followed by your Security token
37 * **Salesforce server URL**
38 * **Consumer key**
39 * **Consumer secret**
40
41 = Listing all Salesforce objects =
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43 A drop-down list in the User Interface allows you to have all available Salesforce objects of your server.
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47 [[image:salesforce_connector_en_html_30ea69cf78338a4c.png||queryString="width=539&height=218" height="218" width="539"]]
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49
50 //__Screenshot: Drop-down list displaying all Salesforce objects__//
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54 Selecting one Salesforce object will automatically update all the fields related to the selected object.
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56 = SOQL assistant =
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58 The SOQL assistant lists all available fields for the selected Salesforce object. It comes with their name and their type.
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60 [[image:salesforce_connector_en_html_ab8a95bcbdd7aa00.png||queryString="width=645&height=115" height="115" width="645"]]
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62
63 //__Screenshot: User Interface with the available fields for the selected Salesforce object
64 On the left: The available fields On the right: The selected fields__//
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66
67 You can select one or multiple fields at the same time.
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69 The User Interface also integrates a search bar to find your fields faster.
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72 [[image:salesforce_connector_en_html_67899ab6ee81b45f.png||queryString="width=554&height=139" height="139" width="554"]]
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74
75 //__Screenshot: The User Interface integrates a search bar__//
76
77 (% class="box infomessage" %)
78 (((
79 Note: the search will apply on the names and types.
80 )))
81
82 = SOQL query textfield =
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84 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.
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86 Please note the automatic generation of your SOQL query using the SOQL assistant.
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88 [[image:salesforce_connector_en_html_f79b4589e1adcce3.png||queryString="width=554&height=127" height="127" width="554"]]
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90
91 //__Screenshot: Selecting fields called « AccountNumber », « BillingCity » et « BillingCountry » of Salesforce object « Account »__//
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95 [[image:salesforce_connector_en_html_9492b64a04cb6131.png||queryString="width=554&height=123" height="123" width="554"]]
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97
98 //__Screenshot: Automatic update of SOQL query when using SOQL assistant__//
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