How to collect data from Salesforce SOQL

This article will show you how to create an Element using a SalesForce SOQL plug-in as a data source. It assumes that you have already established connectivity to SalesForce SOQL.

1. Add a new element based on your Salesforce SOQL plug-in data source

Add a new element based on your Salesforce SOQL plug-in data source

2. Provide basic information on Wizard (or Editor) - metric example

  1. Select the Measurement Interval that applies to your element
  2. Specify what this metric is measuring.  If you do not see the measure that you want to use, you can create one from this drop-down
  3. Give the element a unique name
  4. Optionally, assign a Category

Next: (example is using full editor, but same steps apply when using Wizard)

3. Full Editor displays the Data Collection tab

  1. Select Salesforce plug-in in Data Source drop-down
  2. Set Trigger
  3. Input Plug-in Command

Validate plug-in command

4. Collect Data and Publish

Upon successful validation, Collect data then Enable and Publish

5. Metric will be displayed in viewer

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