Anodot business intelligence documentation

Salesforce Collector

The Salesforce Collector enables you to collect and analyze Salesforce data such as leads, accounts, MQLs and more.

This article includes:

Creating a Salesforce Data Source

  1. In the Navigation Panel, go to Integrations > Catalog. 
  2. Use the Search box OR click the Monitoring filter to locate the data source.
  3. Hover over the Salesforce tile, and click Start.
    Note: If the data source has already been used, a dialog is displayed in which you can select from one of the listed sources. Alternatively, create a new source by clicking Add a new source
  4. In the displayed Salesforce login dialog, enter your Salesforce Username and Password.
  5. Click Log In.

Note that when creating a new Salesforce data source, you can mark the Salesforce origin as “Sandbox”, which enables you to use a different environment to consume the data from while testing.

Creating a Stream Query

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

  • Retroactive mode - Collects 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 - Collects 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 data source, skip to step 3.

  1. In the Sources page (accessed by clicking Integrations > Sources in the Navigation Panel), filter the list of streams to find the Salesforce source for 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. Hover over the Salesforce data source, and click + New Stream. The Stream Query page is displayed.
  3. In the Stream Filters section, select one of the following:
      • Choose an Object from the dropdown menu. The list of fields in the object are displayed in the Measures and Dimensions panel.
        SF_StreamQuery_Historicaldata.png
      • 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 screen. Define the following:
      • Query frequency [Hourly/Daily]
      • Historical Time Span [Optional]
        Note: A timestamp field must be designated as a Date in the Measures & Dimensions section in step 5.
        SF_QuerySchedule_historical_data.png
  5. Click the Measures & Dimensions edit icon, and add parameters to the query by dragging them from the Available fields to one of the following:
      • Date [Optional] - you can change the historical time span of records to query in Query Schedule  - see step 4.
      • Measures
      • Dimensions
        SF_measuresDimensions_timestamp.png
  6. Click X to accept the chosen parameters and return to the Stream Query page.
  7. Click NEXT. The Stream Table is displayed; see Stream Tables for more information.

See Also:
Using Data Collectors
Collecting and Streaming Data
Stream Tables
Stream Summaries