Establish connectivity to Salesforce SOQL

This article describes how to connect to Salesforce using Salesforce SOQL plugin in order to load data into Datasets and Reports in Metric Insights.

PREREQUISITES:

General instructions on setting up data sources based on plugins can be found in Create a New Plugin Data Source.

1. Access Admin > Data Sources

Select Data Sources from Admin drop-downZoom: Select Data Sources from Admin drop-down

[+ New Data Source].

The Select the Type of New Data Source pop-up opens.

2. Select the Type of New Data Source

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  1. Select "Other" and choose "Salesforce SOQL" from the drop-down list

Next step

3. Configure the Plugin Parameters

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  1. Data Source Name is defaulted but you may modify it
  2. [Save] your settings before getting the Token
  3. [Get Token]: you will be prompted to authenticate yourself by logging into your Salesforce account

4. Advanced Configuration (optional)

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Having obtained the Token, you can configure Advanced Settings:

  1. Optionally, state the maximum number of concurrent Threads to utilize during data and/or image fetch to be used in background processing when the system updates Reports for this Data Source
    • If you do not specify any value for this setting, batch data collection processing will be single-threaded

5. Other Settings

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  1. You can create Datasets or Elements directly from the respective tabs
  2. Click Permissions to assign permissions to the Data Source to Groups or Power Users