SalesForce Data Collector

Creating a SalesForce Data Source 
Creating a Stream Query 
Reviewing the Data in a Stream Table

CREATING A SALESFORCE DATA SOURCE

  1. In Anodot, from the main menu bar, click Streams > Source +.
  2. In the Source Types page, click START on the SalesForce tile to display the SalesForce login dialog box.
  3. Insert your SalesForce Username and Password.

    SalesForce_login_DB.png

  4. Click Log In.

CREATING A STREAM QUERY

If you just created a new SalesForce source, skip to step 3.

  1. In the Streams Source+ panel, choose the SalesForce source to which you want to create a stream query.
    Note The streams associated with the chosen source are displayed. If the Streams panel is empty, no stream queries exist for that source.
  2. Click Streams+ to display the Stream Query SalesForce page.
  3. Under Stream Filters:
    - Either choose an Object from the drop-down menu. The list of fields in the object are displayed in the Measures and Dimensions panel.
    SalesForce_Stream_Query_wCrumbs.png
    - Or choose Compose Query to open the Query Editor. Use the sample text and guidelines to build a query.
    SFDC_query_editor.png


  4. Click the Query Schedule Edit icon to display the Query Schedule page. Choose:
    i.   A query frequency [Hourly/Daily]
    ii.  A time zone

    SF_Query_schedule_tz_LA.png

  5. Click Next to display the data in a Stream Table.
  6. Click STREAM-IT.

REVIEWING THE DATA IN A STREAM TABLE

  1. Open the Streams page.
  2. Choose the stream that you want to review or edit.
  3. Click the More icon > Edit.

Relevant Articles

Using Data Collectors 
Data Manager 
Stream Tables 
Stream Summaries

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