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.
Main article: Connect to data and view it on a dashboard
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
Create a new data connector, setting Data Provider to Salesforce.com.
You will need to supply the following credentials for Salesforce:
- 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.
4. See also