Connecting to Salesforce
This article shows you how to connect to Salesforce which will allow you to add data visualization on top of your CRM system.
2. Salesforce account
In order to connect to Salesforce, you need a Salesforce account that allows API access. For example, a Salesforce Developer account will work and you can sign up for one here: https://developer.salesforce.com/
Log in to your Salesforce account and check to make sure that you have access to CRM data such as Accounts or Contacts.
Next, open your user menu in the top-right corner of the Salesforce screen and click My Settings.
Go to the left navigation area and click Personal to expand its options.
You should see the option Reset My Security Token. Click this and then click the Reset Security Token button on the right.
Salesforce will send an email to you containing the new security token value. Check your inbox for this email and copy the text of the security token. You'll need this information to set up the data connector in Dundas BI.
3. Dundas BI data connector
Set up the data connector in Dundas BI as follows.
From the main menu, click New, and then select Data Connector.
In the New Data Connector dialog, click inside the File Name box. Enter a name for your data connector.
Click the Data Provider dropdown and choose Salesforce.com.
Next, supply the required credentials:
- Enter the Login Name for your Salesforce account. This will typically be the same as the email address for the account.
- Enter the Password for your Salesforce account.
- Enter the Security Token which you received previously via email.
Click Test Connection to check the connection to your Salesforce account.
If the test is OK, click Submit to create the data connector and perform data discovery.
4. Displaying Salesforce data
To see the Salesforce data, create a new dashboard, go to the Explore window, expand your Salesforce data connector, and drag the Accounts table to the dashboard canvas.
5. See also