Uploading Data from Salesforce

You can upload data from Salesforce to TIBCO Clarity.

1. On the "Get data from" page, click Salesforce.
2. In the Import from Salesforce dialog, if you want to use an existing connection, select a connection from the Saved connections list.
3. If you want to create a connection to Salesforce, select Create new connection from the Saved connections list.
   1. Enter the user name and password to connect to Salesforce.
   2. In the Security tag field, enter a security tag.
   3. In the Login timeout (sec) field, enter a timeout interval in seconds.
      The default value is 30.
4. If you want to save the connection, keep the Remember me check box selected. Otherwise, clear this check box.
5. Click Connect.
6. From the Fetch data list, select a method to retrieve data from Salesforce:
   • From table

     From the Select a table list, select a table.

     

   • Use SOQL

     In the Enter SOQL field, enter a SOQL (Salesforce Object Query Language) statement to query data from Salesforce.

7. Optional: To upload the source name, select the Store source name check box.
8. Click Preview to preview the retrieved data.
9. Click Next.

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