Salesforce
Vendor/Partner | Salesforce |
|---|---|
Version | 2.0.0 |
API Documentation | |
Sunset Date | N/A |
Channel(s) | |
Refresh Time (CST) | 7am |
Default backfill | N/A |
Alli Data Library |
|
Getting Started
Ensure you have enabled api access on your account and have the name of the report ready. The report name needs to be supplied to the connector during the setup.
Required Authorization
Grant permission to your data by clicking on the auth button going through the authorization workflow. Login with your Salesforce userID and password.
Want to use another Salesforce account? Log out of your old account in salesforce.com before clicking in auth button
Limitations
This datasource does not yet support user selecting columns, all columns of the report will be pulled in.
Define your Data
During the initial setup, click the + button to add add one default column before you can proceed to the next step
No need to edit any content of the default column, the datasource will automatically fill in all the columns for you 😃
After the initial set up, please do not modify, add or delete any pre-populated columns!