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Adding data from Salesforce to an analysis

If you have access to a Salesforce account, you can add Salesforce tables and reports to your analyses.

Prerequisites

You need to have access to a Salesforce account.

Tip: If you already have some data from Salesforce in your analysis and you want to add some more, you can follow the steps in Editing a data connection instead. This way, you only need to log in to a single data connection instead of several.

Procedure

  1. On the toolbar, click Add data, .
  2. Select Salesforce.
    The Load data from Salesforce dialog is opened.
  3. Continue to step 3 in the help topic Creating a new analysis from Salesforce data and follow the remaining steps to finish adding data from Salesforce.
    Tip: If the data you are about to add matches existing in-memory data in the analysis, then you will be recommended to add the new data as rows in a matching data table, instead of as a new data table. It is often easier to visualize the data if you have a single data table, so use the recommended solution whenever possible. See also Adding rows to a data table.