This page details how to connect to Salesforce Professional Edition users. This is not a comprehensive article, but a starting place. If you cannot connect your ProjectorBI to Salesforce, you may need to work with Projector's consulting team.
Permissions and Settings
This Connector requires Salesforce Professional Edition + an API license.
Please note that Salesforce limits the results returned by calls to the REST-based API used by this connector to 2,000 records or 20,000 characters. When you choose the Salesforce API, you should be shown a warning about this limit:
See https://help.salesforce.com/articleView?id=000181883&language=en_US&type=1 for more information.
While there is a SOAP-based API that is available, it is a more complex interface to set up. The SOAP API has a different authentication mechanism that requires the IP addresses where the ProjectorBI is hosted to be whitelisted (e.g., in Salesforce.com -> Accounts -> Administration Setup -> Security Controls -> Network Access). As such, we do generally recommend that users stick with the REST-based API by taking larger responses and chunking them up into multiple smaller calls using appropriate filters. These smaller calls can then be reassembled in the ProjectorBI dataset.
In Salesforce.com, you need to get a couple of keys that can be used for authentication purposes in the ProjectorBI. You only have to do this once.
- Setup > App Setup > Create Apps and create a new Connected App (or edit an existing connected app if you have one)
- Use https://aam.projectorpsa.com/en/auth/callback/SF as the Callback URL
- Your e-mail address as the contact email
- Set OAuth Scope to:
- Access and manage your data (api)
- Perform requests on your behalf at any time (refresh_toke, offline_access)
- Click Save
- The next screen should have your Consumer Secret and Consumer Key. If it does not, you can go to App Setup | Create | Apps | Manage button
- Copy down your Consumer Key and Consumer Secret
- If you wish, you can enforce IP and token restrictions from the Policies area of your connected app.
- Make sure that your Oauth token does not expire prior to the next scheduled import. Edit your connected app and choose the expiration settings that make the most sense for your organization. For example, never expire or expire if not used for several months.
- Wait 2-10 minutes for the changes made to propagate through Salesforce
Steps for configuring an ProjectorBI data source to get Salesforce data.
- Go to any data set, Data Source subsection. Click Add.
- Choose the Salesforce CRM connector
- Choose Rest API
- Choose Advanced Settings
- Enter your consumer key and consumer secret
- Sign in using your Salesforce Account
- You'll get a data source error message, just close it.
- Click on the Salesforce connector again and click on Sign in using your Salesforce account (again). This time you'll see the following dialog. You can use one of the predefined queries, but keep in mind that they are very generic in terms of the data they pull. They are also not very configurable. If you have an idea of the exact data you need, see the next section of this page titles, SOQL Query and set your query directly.
- Save and you'll be in the import template editor.
If you know what you are doing, you can write your own SOQL queries as opposed to using the ones built into the Salesforce connector wizard. To write your own SOQL query using Salesforce's GUI, try these steps:
- Go to https://workbench.developerforce.com/login.php and login
- Jump to = SOQL Query
- Object = Table you need to query
- Use the GUI to build your query