Establish Connectivity to Salesforce SOQL

This article describes how to connect to Salesforce using Salesforce SOQL plugin in order to get data and create elements in Metric Insights.


Setting up Salesforce OAuth

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

1. Create New Data Source

Access Admin > Collection & Storage > Data Sources

  1. [+ New Data Source]
  2. Choose "Salesforce SOQL" from the Other drop-down list
  3. [Next Step]

2. Configure the Plugin Parameters

  1. Enter a descriptive phrase in Data Source Name
  2. Enter Salesforce Client ID
  3. Provide Salesforce Client Secret
  4. Input Salesforce Username  
  5. Provide Salesforce Plugin Password

Optionally, toggle on Enable On-Demand Element Creation

The following parameters are used for OAuth 2 authorization of connected Apps:

  • Client id = Consumer Key in Salesforce
  • Client secret = Consumer Secret in Salesforce  

You can obtain them from your organization's Salesforce account. See more details in sections below.

2.1. Finding Consumer Key and Consumer Secret in Salesforce (Classic UI)
  1. Go to Build > Create > Apps
  2. Under Connected Apps, open the App link
  3. In the API section, copy Consumer Key
  4. Click the link to reveal and copy Consumer Secret

3. Proceed with Advanced Configuration

Advanced Configuration settings can be set to default values unless Data Source requires more precise tuning. For more details on how to proceed, refer to Advanced Data Source Configuration.

Click [Test Connection] in the upper right corner