You can retrieve information from the Salesforce Cloud. To do this:

1. In the Create a new data model box, click the Salesforce button in the Reports section.
   
   ➡ The Cloud Salesforce dialog box appears.
   
2. Select the desired connection mode.

• Manual connection mode
  The connection will be visible in the data source only.
  1. Enter the information provided during connector configuration in the connector fields provided. If necessary, consult the Salesforce Connector Configuration page for more information:
     • Salesforce server URL
     • Consumer key, also known as "client id" in Salesforce documentation.
     • Consumer secret, also known as "client secret" in Salesforce documentation.
     • User : this is your Salesforce identifier.
     • Password: this is your Salesforce password concatenated with your security token.
  2. Click the Test connection button.
      
• Named connection mode
  The connection will be visible in the connection manager and can be used by all data sources.
  1. Click Select: the Database Connection Manager is displayed.
  2. You can :
     • Select an existing connection from the list. Click OK.
     • Create a new connection as described on the Add a connection named.
  3. Click the Test Connection button.

3. The API Object Name drop-down list in the Salesforce Report Selection section provides an overview of all objects on the Salesforce server.
   Selecting a Salesforce object will automatically update the fields for the selected Salesforce object.
4. Use the SOQL Helper or enter the SOQL Query as described below.
5. Click the Reload button to load the data.
   ➡ A preview of the result is displayed in the Preview section and Data Selection options are available. See page Preview and the paragraph Data selection for more details.
6. You can also add data transformations. See the Transform data page for more details.
7. Once you are happy with the result, click Next to configure the data model.

SOQL Helper

The SOQL helper lists the fields in the Salesforce object, with details of each field: its name and type.

The interface listing the fields of the Salesforce object selected incorporates a search bar underneath, enabling the user to find a field more quickly.

The list of fields will automatically update according to what you enter in the search field, making filtering quicker and more efficient.

SOQL Query

You can enter a SOQL query manually by selecting the Salesforce object you want to query from the drop-down list.

Please note that the SOQL query is generated automatically when you use the SOQL wizard.