Data connector for Salesforce Reports
The connector for Salesforce Reports enables you to securely import a dataset to InfoSum Platform.
Before starting, if you haven't already, you will need to set up Salesforce OAuth. This enables you to import datasets without revealing your login credentials to InfoSum. Please see this article for further information.
To import data from Salesforce Reports, login to Dataset Manager if you haven't already and either create a dataset or access the Bunker of an existing dataset. Once you're in the Bunker, select Import a dataset or use the Import tab, and locate the connector as shown below.
Click Connect and select your Salesforce OAuth from the drop-down menu.
When you click Connect, you will be taken to the Preview page, where you will see a list of the reports available. Type your Report ID in the box and a preview of the data will appear.
To finalise, accept the Preview Config and check the mappings created by the Import Wizard. If the columns in your dataset have been correctly mapped to a Global Schema category (see example below), accept the settings. Otherwise unselect, so the columns can be correctly mapped later on.
Learn how to normalise the dataset into our Global Schema using data mappings and transformations.