Zoomdata Version

Connecting to Salesforce

PREREQUISITES

If the Salesforce connector icon is not displayed in the Add a New Data Source section, then this connector service needs to be enabled. To enable, log into Zoomdata as a Supervisor. If you do not have this privilege, contact your organization's Zoomdata Administrator for assistance or contact Zoomdata Support.

  • For guidance on enabling or disabling the data source icon, refer to the article Managing Connectors in Zoomdata .
  • Deprecation Notice: The SalesForce connector is planned for deprecation in the next major version release (v2.6).

The table below lists information on the features that are supported by Salesforce:

Supports Distinct Count? Yes
Supports Live Mode/ Playback? Yes
SparkIt Capable? Yes
Supports Group-by Time? Yes
Supports Multi Group-by Charts? Yes
Supports Histogram? Yes
Supports Box Plot? Yes
Custom SQL Capable? Yes
Supports Last Value? No
Supports Partition? No
Spark It capability is planned for deprecation in a future release.

Caveats

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

CONFIGURING THE CONNECTION

For details about what is provided on each page of the connection process, review the article Source Connection Workflow. Depending on your needs, you can either follow the steps in order from start to finish or jump to a specific section in the connection process:

Start

  1. Log into Zoomdata.
  2. Click the Sources menu item.

    Figure 1
  3. Click the Salesforce connector icon.

General Page

  1. Specify the name of your source and add a description (if desired).

    Figure 2
  2. Click Next to continue to the next setup page.

Connection Page

This page defines the connection source for Zoomdata to be able to access the data source. If this is the first time setting up a connection, then you need to input the necessary credentials. If a validated connection already exists, you are given the option to use it.

  1. To create a new connection, select the Input New Credentials option.
  2. Enter a unique name for the connection (to help distinguish between other connections in this Zoomdata account).
  3. Specify the Connection Name , Client ID , and Client Secret .
    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) OAuth Settings) section:
    1. Copy the Consumer key value and paste it to the Client ID field.
    2. Reveal and copy the Consumer secret value and paste it to the Client Secret field.

Figure 3

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

To unauthorize the credentials for the existing connection, click Unauthorize .
  1. Click Next .


Figure 4

Figure 5

Objects Page

  1. Select a report for your charts from the Objects list.
  2. Toggle the availability of the fields, as needed.
  3. Toggle the caching option, as needed.
  4. Click Next to continue.


Figure 6

Fields Page

The Fields page lets you (1) configure attribute options, (2) create custom labels for the fields in your data source (that will be displayed in the charts), (3) manage the Volume metric, and (4) work with Calculations.

When you create a data source, the specific number of distinct values for the attribute fields are saved in Zoomdata depending on the data sample from your data set. You can filter the data on your chart by these values. While editing a data source, if you want to use all distinct values in the filter (that is from whole data source), click the Refresh button in the Statistics column.
  1. Determine whether the field should be visible or not to the user.
  2. Create unique label names, as needed, for each Label field.
  3. For the Type column, you have the option to edit the field type (although usually you won't need to do this).
  4. For the Configure column, numeric and time-based fields may be edited:
    • Numeric types including Money, Number and Integer - ability to select a default aggregation function
    • Time fields - ability to define the default time pattern and granularity; if the time field provides granularities of hour, minute and second, then a time zone label may be applied
  5. Select fields for Distinct Counts as needed.
  6. Refresh the connection to a particular field, as desired.
  7. Configure Filter Display settings for fields.
  8. Edit the Volume Metric settings, as needed.
  9. Work with Calculations , if available and as needed.
    If you are setting up a new connection, the Calculations section will not be available until after the connection is saved.
  10. Click Next to continue.


Figure 7

Refresh Page

The Refresh page lets you schedule asynchronous jobs to update the source metadata. For guidance to set up a refresh schedule, refer to the article Using the Zoomdata Scheduler .

Charts Page

On the Charts page, you can:

  1. Edit Global Default Settings .
  2. Select the Standard and, if available, Custom chart styles to be used with the data source.
  3. Set default parameters (group, sub-group, colors, sorting, and so on) for each chart style.


Figure 8

Learn more about how to customize a chart .

Click Finish to save your changes. Once your data connection has been established, it will be listed under the My Data Sources section of the page.