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

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  1. Define the Basics for your Report
  2. To move on to defining data collection details, click Next: Define Details

2. Full Editor displays the Data Collection tab

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  1. Data Source: select the connection profile you have created for the Salesforce Reports plugin
  2. Data collection trigger: specify the Trigger that will be used to collect data for your Report
  3. Salesforce Report:  select a Salesforce Report that should serve as a basis of a new internal Report
  4. Input an MIQL Plugin Command listing all the data you would like to fetch from Salesforce 
    • Alternatively, use the Visual Editor
  5. Once you are ready with you command, click Show Data

3. Plugin command will be validated and Data Collected on Save

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  1. If the command is validated successfully, the  Report columns and Data Preview are going to be shown below
  2. At the upper right corner of the screen click Enable & publish