Connector for Salesforce – Features and settings

You can connect to and access data from Salesforce. On this page, you can find information about the capabilities, available settings, and things to keep in mind when you work with data connections to Salesforce.

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Connector features

The following functionality is available when you access data with the connector for Salesforce.


Feature	Supported?
Load methods	Import (in-memory)
Custom queries	No
Stored procedures	No
Custom connection properties	No
Single sign-on with identity provider	No
Authoring in web client	Yes
Included in Spotfire distribution on Linux	Yes

Data source properties

The following are the supported data source properties that you can configure when you create a data connection with the connector for Salesforce.


Option	Description
Authentication method	There are two authentication methods: Log in with Salesforce Log in directly with Salesforce in your web browser. This authentication method also supports federated authentication with your own custom domain. Note: If you have multiple web browsers installed on your computer, the login dialog will be opened in the browser you have selected as the system default web browser. Enter credentials and security token Enter your credentials directly in Spotfire to log in to Salesforce. This method usually requires that you enter a security token, unless your Salesforce instance is configured otherwise. Use this option if you know the connection will be used in analysis files that will be opened in Spotfire Automation Services or Scheduled Updates.
Sandbox	If you have a Salesforce sandbox that you want to create a connection to, select this option. Note: If you want to use Salesforce authentication in your web browser to create a connection to a sandbox, you must select this check box before you click Log in with Salesforce.

Supported data types

When you are setting up a connection to an external data source, Spotfire needs to map the data types in the data source to data types in Spotfire. The following are the data types that the Salesforce connector supports.


Database data type	Spotfire data type
BOOLEAN	Boolean/Bool
DATE	Date
DATETIME	DateTime
INT	Integer/Int
DOUBLE	Real/Double
CURRENCY	Real/Double
PERCENT	Real/Double
STRING	String

Supported functions

Because only imported (in-memory) data is supported for Salesforce, you can use the functions available in the Spotfire in-memory data engine to work with your Salesforce data.