Use Salesforce as a data source

Resources

Data Source Type: Salesforce
Authentication: OAuthToken Authentication
Sample Query: SELECT Name
FROM Opportunity
WHERE CreatedDate = Last_N_Days:30
Documentation:
Additional Resources: Use these resource to get started with SOQL:
Date ranges: Date formats and date literals
Account: Ensure API access is enabled in your Salesforce account.
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Klip Gallery: Salesforce.

Step-by-Step

Creating a data source using Salesforce

To create a data source using Salesforce data, you need to accomplish 3 tasks:

  • Start the data source creation process
  • Authenticate with Salesforce using an OAuth Token
  • Enter the query into Klipfolio 

Note: This guide assumes that you already have an active Salesforce account.

Step 1: Start the data source creation process

  1. Click on the Library link.
  2. Select the Data Sources tab.
  3. Click the Create a New Data Source button.
  4. Select the Salesforce option.

Step 2: Authenticate with Salesforce

  1. Click the Sign In to Salesforce link.
  2. Enter your name and password when prompted.
  3. Click the Grant Access button.
  4. Save your OAuth Credentials.

Step 3: Retrieve your data from Salesforce

You have multiple options for retrieving data from Salesforce.

  1. Choose a report from the list and retrieve data in a CSV or JSON format,
  2. Enter a SOQL query and retrieve data in JSON format.

Option 1: Choose a report

The Salesforce reports option allows you to access all of the reports you’ve built in Salesforce.

You are able to access each type of report available in Salesforce: tabular, matrix and summary.

  1. Use the second drop-down menu to choose to retrieve data in CSV or JSON format.
  2. Choose a report from the list.
  3. Click Select Report.
  4. Scroll down to see your data.
  5. Verify that this is the data you want and click Continue.
  6. Name and describe your data source.
  7. Determine the refresh rate of your data source.
  8. Click Save.

Note: The Detailed CSV Data option returns a maximum of 2000 rows.

Not getting enough data? See Troubleshooting Salesforce CSV reports.

Option 2: Enter your SOQL Query

  1. At query type, select SOQL.
  2. Enter your SOQL query into the text field in Klipfolio.
  3. Click the Submit button.

For help with crafting a SOQL query, check out the following resources:

Sample Queries

You can use the following queries to retrieve data from your Salesforce account.

Today's Leads SELECT name, company, email, Initial_Product__c
FROM Lead
WHERE CreatedDate = today
Leads last "N" days SELECT name, company, email, Initial_Product__c
FROM Lead
WHERE CreatedDate = Last_N_Days:30
ORDER BY Name
Bookings Past 90 Days SELECT Name, Product__c, Amount, CloseDate, Type
FROM Opportunity
WHERE stageName = 'Closed Won' AND CloseDate = LAST_90_DAYS

Learn More

Now that you have your data, here are some ideas on how to use it:

Connecting to data sources

  1. Klipfolio Data Source Integrations
  2. Creating data sources
  3. Best practices for uploading your data
  4. Updating data sources
  5. About data source refresh
  6. Install the latest Google Analytics KlipStart Dashboard
  7. NEW: Install the latest Google AdWords KlipStart (for MCC accounts only)
  8. Guide to Web Accessible (REST API) data sources
  9. Authentication method: OAuth Token Authentication for Web Accessible Data Source
  10. Why does Klipfolio need specific permissions to connect my service accounts?
  11. Authentication method: 2 Step Authentication
  12. Authentication method: Basic HTTP Authentication
  13. Authentication method: API Key Authentication
  14. Managing OAuth tokens for connected accounts
  15. Use date range parameters to modify data retrieval period
  16. NEW: Signed Authentication Builder (Hash Helper) (advanced)
  17. Locate a data source ID
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