Create Dataset from Salesforce Reports

This article will show you how to create a Dataset from the Salesforce Data Source in order to pull data into Metric Insights.

Established connectivity to Salesforce

1. Add New Dataset

Access New > Dataset > Create New

Enter the basics:

  1. Select the Measurement Interval that applies to the level of aggregation that required in the results set
  2. Define if Dataset is to be searchable
  3. Input a descriptive phrase in Name
  4. Specify Category to place the Dataset 

Proceed to Data tab to define details

2. Define Data Collection Details

  1. Select the Salesforce Reports Data Source
  2. Specify Data collection trigger that will be used to collect data for Dataset
  3. Select Report to be used as a basis for Dataset
  4. Input an MIQL Plugin Command that selects all the data to be fetched from Salesforce Reports
  5. [Validate]
    • If the statement is valid, the Validation Rows Preview section pops up at the bottom of the screen.
    • You can also open it by clicking Show validation rows under the Plugin command box.
  6. [Enable & View] to proceed to Dataset Viewer