How to collect data using Salesforce Reports
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 > Report
- Define the Basics for your Report
- To move on to defining data collection details, click Next: Define Details
2. Full Editor displays the Data Collection tab
- Data Source: select the connection profile you have created for the Salesforce Reports plugin
- Data collection trigger: specify the Trigger that will be used to collect data for your Report
- Salesforce Report: select a Salesforce Report that should serve as a basis of a new internal Report
- Input an MIQL Plugin Command listing all the data you would like to fetch from Salesforce
- Alternatively, use the Visual Editor
- Once you are ready with you command, click Show Data
3. Plugin command will be validated and Data Collected on Save
- If the command is validated successfully, the Report columns and Data Preview are going to be shown below
- At the upper right corner of the screen click Enable & publish