Establish connectivity to Salesforce SOQL

An Administrator can use the process described in this article to create a new Plug-in Data Source that is required to allow Elements to fetch data using SalesForce SOQL to create a visualization in Metric Insights.

1. Select Data Sources from Admin drop-down

Select Data Sources from Admin drop-down

2. Add New Data Source

3. Select "Other" Data Source Type and choose "Salesforce SOQL" from the drop-down

Select "Other" Data Source Type and choose "Salesforce SOQL" from the drop-down

4. Input a unique Name

Next

5. Save to access the full editor

Save

6. Obtain Token value

  1. Click on gear icon to set token parameter. After you click on icon, system will automatically request SalesForce SOQL token, and upon successful validation the token will appear in "Value" column. See our article on viewing and updating your SalesForce token here

7. Plug-in completed

  1. You can create elements directly from the Elements tab
  2. You can assign permissions to Groups or Power Users here also

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