How to collect data from Salesforce

This article will show you how to create a Metric or Report using a Salesforce report as a data source. It assumes that you have already established connectivity to your Salesforce server.

1. Access New > Metric

Access New > Metric

Provide the basic information required for creating a new metric:

  1. Specify this Metric's Measure.  If you do not see the measure that you want to use, scroll down to the bottom of the drop-down list and create  a new one by clicking Add New Measure
  2. Select the Measurement Interval that applies to your element
  3. Give the element a unique Name
  4. Optionally, assign a Category
  5. Click Next: define details to proceed with data collection

2. Full Editor displays the Data Collection tab

  1. Select the Salesforce plug-in serving as a Data Source for this Metric
  2. Set the Data Collection Trigger which is going to initiate updating information in a Metric
  3. Choose a Salesforce Report that should serve as a basis for this Metric
  4. Construct a Plugin command that should list the data you would like to include into the Metric (manually of via the Visual Editor). Please note that Metrics represent a time series data, so one of the columns should contain dates.
  5. Validate your Plug-in Command. If your statement is valid, the statement box is green; if there are any errors, the box is colored in red and errors will be explained in the field below.
  6. Collect Data and Enable and Publish

2.1. Example using the Visual Editor

Example using the Visual Editor
  1. Select the required Fields and set Expressions
  2. If Results are to be Fetched Incrementally, set the Fetch options via drop-downs

Click Save to reveal the command.

NOTE:  Enter Last Measurement Time when requested.

3. Metric should be displayed in the Viewer