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
[+ New Data Source].
The Select the Type of New Data Source pop-up opens.
2. Select the Type of New Data Source
- Select "Other" and choose "Salesforce SOQL" from the drop-down list
Next step
3. Configure the Plugin Parameters
- Data Source Name is defaulted but you may modify it
- [Save] your settings before getting the Token
- [Get Token]: you will be prompted to authenticate yourself by logging into your Salesforce account
4. Advanced Configuration (optional)
Having obtained the Token, you can configure Advanced Settings:
- 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
- You can create Datasets or Elements directly from the respective tabs
- Click Permissions to assign permissions to the Data Source to Groups or Power Users