Zoomdata Version

Connecting to SalesForce

PREREQUISITES

Configuring your Salesforce Account

Your Salesforce account must be configured first before you can connect your Salesforce source to Zoomdata. For each unique Salesforce source to connect to Zoomdata, a callback URL must be added, which requires an account on developer.salesforce.com .

From the developers account, perform the following steps:

  1. Log into your SalesForce developer account. Add Zoomdata as an app in SalesForce .
  2. In the Build pane, expand Create and click Apps .
  3. In the Connected Apps section, the list of all added apps is displayed. Click the required connected app name.

Figure 1

  1. On the connected app details page, click Edit .
  2. On the edit connected app details page, select Enable OAuth Settings checkbox. In the API (Enable OAuth Settings) section, specify the URL in the Callback URL field.

Figure 2

Create your URL as follows, specifying the address of your environment and adding: /oauth/connection/callback/SALESFORCE .
For example:
https:// env.zoomdata.com /zoomdata/oauth/connection/callback/SALESFORCE

Replace env.zoomdata.com with the IP address of your Zoomdata instance.
  1. In the Selected OAuth Scopes sections, select and add the Full access (full) and Perform requests on your behalf at any time (refresh_token, offline_access) options.
  2. Click Save .

Preparing Zoomdata's Spark Proxy

In order to access a Salesforce source, Zoomdata leverages its embedded Spark Proxy. By default, this local Spark instance is configured with a small configuration size (that is, with a minimum amount of memory and core usage). For details about Zoomdata's Spark setup and how to edit the configuration, access the article Configuring an Embedded Spark Server .

Caveats

  • Zoomdata's Salesforce connector supports Metadata API Version 34.
  • Currently, Zoomdata supports only tabular report object.

CONFIGURING THE CONNECTOR

To configure the connector, perform the following steps:

  1. Log into Zoomdata.
    Administrators and users with appropriate access privileges can connect data sources in Zoomdata.
  2. Click the Sources menu item.

Figure 3

  1. Click the SalesForce connector icon.
  2. Specify the name of your source and add a description (if desired). Click Next .

Figure 4

  1. On the Connection page, define the connection source. You can use an existing connection, if available, or create a new one.
    To create a new connection, select Input New Credentials and specify a Connection Name, Client ID, and Client Secret.

Figure 5

To get your Client ID and Client Secret ,  log in to your SalesForce account and navigate to the connected app details page.
From the API (Enable OAuth Settings) section:

  • Copy the Consumer key value and paste it to the Client ID field;
  • Reveal and copy the Consumer secret value and paste it to the Client Secret field.

Figure 6

  1. On the Connection page, click Validate .  When the specified credentials are validated, click Authorize .
    The Salesforce login page will be displayed. Specify your credentials and click Log in to Salesforce . Allow Zoomdata to use your Salesforce account if asked.

Figure 7

  1. On the Connection page, click Authorize . Once authorized, click Next to continue.
To unauthorize the credentials for the existing connection, click Unauthorize .
  1. On the Objects page, select a report for your charts from the Objects list. If you want to include or exclude specific fields, select the corresponding checkboxes.

​Figure 8

  1. On the Fields page, create unique label names for the available fields in your data source. These labels will be displayed in the charts. Specify the required name in the Label field. If necessary, change the Type and Default options. Select the checkboxes in the Distinct Count column to enable this option. Configure Filter Display settings for the required fields. Click Next to continue.

​Figure 9

  1. On the Refresh page, you can schedule asynchronous jobs to refresh fields in your data source. Refer to Using the Zoomdata Scheduler article for more information.
  2. On the Charts page, you can:
    • Edit Global Default Settings
    • Select the Standard and, if available, Custom chart styles to be used with the data source
    • Set default parameters  (group-bys, colors, sorting, etc.) for each chart style
    Learn more about how to customize a chart .


Figure 10

  1. Click Finish to save your changes