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 Source Types, 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

Each Salesforce data stream can use one of two collection modes, depending on the way you set it up:

Retroactive mode - Collecting historical data, as well as data from this point in time onward. This mode is only enabled if you provide a date/time field during the setup of your Data Stream.

Snapshot mode - Collecting data from this point in time onward. Anodot needs a timestamp for each sample, so the time in which Anodot queries the data (i.e. the Snapshot time) will be used as the sample timestamp. 

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.
    SF_StreamQuery_Historicaldata.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 a:
    i.   Query frequency [Hourly/Daily]
    ii.  Historical Time Span [Optional]
    Note: A timestamp field must be designated as a Date in Measures & Dimensions in step 5.
    SF_QuerySchedule_historical_data.png
  5. To select Measures & dimensions, click the panel Edit pen.
  6. To add parameters to a query, drag them from the Available fields to:
    i.   Date [Optional] - you can change the historical time span of records to query in Query Schedule       - see step 4.
    ii.  Measures
    iii. Dimensions
    SF_measuresDimensions_timestamp.png
  7.  Click × to accept the chosen parameters and return to the Stream Query page. 
  8.  Click NEXT to display the Stream Table
  9.  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
Collecting and Streaming Data
Stream Tables
Stream Summaries

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