Salesforce
  • 2 Minutes to read
  • Dark
    Light

Salesforce

  • Dark
    Light

Available Endpoints

All available endpoints from Salesforce are listed here.

How to create a Salesforce Data Source

  1. Sign in to your Dataddo account and click on Sources at the top of the page.

  2. Click on Create Source in the top right corner.

  3. From the list of sources, choose Salesforce. You can type the name into the search bar to find the connector faster.

  4. Choose the Salesforce Account and Instance you want to connect. Select API Version and click on Next.

    • NOTE: To find, what API version you have, follow this guide.
      Salesforce - account
    1. Add new account
      If you want to connect a Salesforce account, which is not on the list, click on Add Account. You will be redirected the sign-in page to confirm the right account. Once you confirm, you will be redirected back to the Dataddo app.

    2. Authorize your account
      If you have not authorized your Salesforce Account with Dataddo, click on Authorize and you will be redirected to your account to log in.

  5. Choose a name for your Data Source, select the Object and Attributes. To continue to the next page, click Next. Please note that the number of attributes is limited to 300. In case you need to select more than 300 attributes, please contact us and we will be more than happy to discuss your specific needs over email or a call.
    Salesforce - metrics

  6. Configure your snapshotting preferences by choosing your Sync frequency. Under Advanced settings you can selec the exactTime, of synchronization. Confirm your setup by clicking on Next.
    If the Data range is available to select, you can load historical data. Read more in our guide.

  7. Before saving the source, you can see a preview of your data by clicking on the Preview button. you can adjust the date range to a more specific view.
    Also, you can see the full list of the metrics you selected by clicking on Show all Metrics and attributes, in the left navigation.
    Data source - create - preview

  8. Click on Save and your new Data Source is ready.

Congratulations, your new Data Source is ready!


Broken View / Error Message

If you cannot see a preview of your data, go back a few steps and check your setup. The most common causes are:
* Date range - we recommend a smaller date range. If you need to load historical data, check our guide.
* Invalid metrics, attributes or breakdowns, or their combination - you may not have any values for them.
Data source -create- error


Need assistance?

Feel free to contact us and we will help you with the setup. To speed the process of resolving your issue, make sure you provide us with sufficient information.


Was this article helpful?