Connecting to Salesforce
Sisense enables easy and quick access to databases, tables and views contained within Salesforce. The steps below describe how to connect to this type of data source.
Note: Sisense only supports SalesForce Enterprise and above.
SalesForce can be customized in various ways, therefore its recommend to first review your deployment, and understand in which entity (account, contact etc.) and how the required data is stored. Once understood, connect to SalesForce and import a few tables to review the data. For a general outline of SalesForce entities see SalesForce Schema and Table Description.
To import Salesforce data:
- In the Data page, open an ElastiCube or click to create a new ElastiCube.
- In the Model Editor, click . The Add Data dialog box is displayed.
- In the Add Data dialog box, select Salesforce.
- Under Basic, enter the following details:
Use Sandbox: Select if you are connecting to Salesforce Sandbox environment. If you need to connect to your SalesForce Sandbox environment, read this article in our support forum.
User Name: Enter your Salesforce user name.
Password: Enter your Salesforce password.
Security Token: Enter your Salesforce security token. See Generating a Security Token to create a token.
(Optional) Select Advanced if you want to connect to Salesforce with a JDBC connection string.
- Click Next. All tables and views associated with Snowflake are displayed.
- From the Tables list, select the relevant table or view you want to work with. You can click next to the relevant table or view to see a preview of the data inside it. When you select the table or view, two new options are displayed at the bottom of the list, Import Relationships and Add Custom Import SQL.
(Optional) By default, existing relationships between tables are automatically replicated in the ElastiCube. You can disable this by toggling the Import Relationships switch.
- (Optional) Click + to customize the data you want to import with SQL. See Importing Data with Custom Queries for more information.
- After you have selected all the relevant tables, click Done. The tables are added to your schema.
For troubleshooting SalesForce connections, see this forum post.
Generating a Security Token
Before getting started, you will need a SalesForce Security Token.
To generate a token:
- Open SalesForce and click Setup>My Personal Information>Reset Security Token.
- Click the button labeled Reset Security Token. The token will be sent to your email address.