Data connector for Salesforce Reports

The Salesforce Reports connector 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 the Platform 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.  

When you're happy with the preview, accept the settings and select an import configuration, then you'll be taken to the Import Wizard. This will show how our Platform has understood your dataset and mapped columns into our Global Schema. If this looks correct, accept the Wizard Settings, otherwise untick the boxes so they can be correctly mapped during the later normalisation phase.