If you have Salesforce account, you can access and analyze data
from Salesforce in Spotfire.
Before you begin
You must have access to a Salesforce account.
Procedure
-
On the authoring bar, click
Files and data
.
-
In the Files and data flyout, click
Connect to and select
Salesforce.
-
Click
New connection.
- You might have
access to shared connections to Salesforce in the library, which you can open
to access a prepared selection of data from the external data source. Shared
connections are listed under
In library. If you access data from a shared
connection, you just log in and click OK.
-
In the
Load data from Salesforce dialog, choose your
preferred way to log in:
- Log
in with Salesforce
This is typically the most convenient way to log in.
Click to launch the Salesforce login procedure in a separate web
browser window. Follow the instructions for logging in, and then return to
Spotfire.
- Username and password
(security token)
If you want to log in directly in Spotfire, click to expand and
display input fields for entering your username, password, and security token.
Enter your credentials and click
Log in.
Note: If you have a
Salesforce sandbox that you want to connect to, select the
Sandbox check box.
-
In the
Reports and
Tables lists, click to select which views to
load.
Selected views are added to the middle of the dialog. Each
selected view will be loaded into Spotfire as a new data table.
-
Click on a view in the middle of the dialog to see details for
that specific view.
Note: When you click
on a view in the middle of the dialog, you will see all the columns that are
included in that view. You can then choose which ones to include when the data
is loaded. By default, all columns in a view are included.
-
Click
OK when you have added the views of interest,
and selected which columns to include in each view.
The selected data is added to the summary view in the
flyout.
-
In the flyout, you can change the name of the new data table.
Click
OK when you are satisfied.
Results
The selected data from
Salesforce is loaded into Spotfire. You can configure your analysis so that the
data is saved within the analysis instead of being reloaded each time the
analysis is opened. See
Storing data within the analysis to learn more about this.
Prerequisites for
using the 'Log in with Salesforce' authentication in your Spotfire web
client
Using
Log in with Salesforce is the most convenient
way to connect to Salesforce in Spotfire, and it also enables you to use
federated authentication with your own custom domain. If you want to use the
Salesforce login procedure in your Spotfire web client, your Spotfire
administrator must have made certain configurations:
- Your Spotfire Server must
be configured to use the HTTPS protocol.
- A Salesforce app must be
created and configured to allow traffic from your Spotfire Server URL.
The Load data from
Salesforce dialog
In this example, seven views have been selected from the
Reports and
Tables lists. Three of them are reports and four
of them are tables. The middle part of the dialog shows the added views in a
list. The view named 'Order' has been selected in the middle part of the
dialog, and to the right, all the columns included in the 'Order' view are
shown. Exclude columns that you do not want to load by clearing their
corresponding check boxes. To rename columns, click on the pencil icon.
Tip: You can
go back and edit the settings in this dialog from the Data canvas. See
Editing a data connection
for more information.
Limitations when loading Salesforce data in Spotfire web clients
If the Salesforce instance you want to load data from contains very
large amounts of data, keep the following limitations in mind when you create
or edit a Salesforce connection in a Spotfire web client:
- If the Salesforce instance
contains more than 1000 reports and tables, the search function in the
Load data from Salesforce dialog is disabled.
- You might encounter issues
when you select and add new data from Salesforce if the total number of columns
in all selected reports or tables exceeds 2000. You can, however, create an
analysis with such a connection in a Spotfire installed client and open it in
the web client.