Loading Data from Salesforce.com

The Salesforce.com connector gives you access to your Salesforce.com data tables and reports, and you can import them into Spotfire for further analysis. When connecting to data using the Salesforce.com connector, custom queries are not supported, and only in-memory data analysis is available.

  1. Select File > Add Data Tables.

  2. Click Add.

  3. Select Connection To > Salesforce.com.

    Response: The Salesforce.com Connection login dialog is displayed.

  4. In the Username field, enter your Salesforce.com account username.

  5. In the Password field, enter the password, including the Salesforce.com security token.

    Comment: Add the security token directly after the password: MyPasswordMySecurityToken. See the official Salesforce.com documentation to learn more about security tokens.

  6. Click Connect.

    Response: The Views in Connection dialog is opened.

  7. In the Available tables in database list, select the reports and tables you want to bring into Spotfire and click Add >.

    Comment: If you are loading data from reports, see Importing_Salesforce.com_reports for additional information.

  8. Optionally, you can join together related tables into a single view. This can be done in two different ways:

    A. Right-click on a table in the Views in connection list, and select either Add Related Tables or Add All Related Tables to add related tables automatically.

    B. Right-click on a table in the Views in connection list, and then select New Relation to add a custom relation between two tables.

    Comment: Spotfire recognizes a number of common relations, but sometimes you might need to add custom relations. See Structural Relations to learn more about adding relations. Generally, primary key columns in Salesforce.com are named 'Id', while names of foreign key columns contain 'Id' as part of the name, for example 'MemberId' and 'OwnerId'.

    Tip: Usually it is sufficient to join just a few of the many Salesforce.com tables to find the answers to your questions.

  9. For each added view, choose which columns to import into Spotfire, by selecting or deselecting them in the Columns in selected view list.

    Tip: Many Salesforce.com tables contain large numbers of columns. To make sure you only import the columns you need, you can right-click anywhere in the Columns in selected view list, click Deselect All, and then select the columns of interest only.

  10. If desired, you can prompt the end users of the analysis to select specific values in the data only. Add prompting by clicking Define Prompting and specifying new prompts for suitable columns or parameters. To learn more, see Adding Prompts to Data Connections.

    Comment: Because of the large amount of tables and columns in Salesforce.com, it can take a long time to import Salesforce.com data. One way to limit the amount of transferred data is to use prompts when working with Salesforce.com data tables. This will provide a better user experience, because only relevant data will be loaded into Spotfire.

  11. When the configuration is done, click OK to close the Views in Connection dialog.

  12. In the Add Data Tables dialog, click OK.

    Response: Any defined prompts will be shown, and as soon as you have provided input in the prompts, then the selected Salesforce.com data is imported into Spotfire.

Importing Salesforce.com reports

You can import your Salesforce.com reports along with your data tables into Spotfire, but a few things might be good to know beforehand.

See also:

Details on Salesforce.com Connection

Salesforce.com Data Types