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Creating a new analysis from Salesforce.com data

If you have access to a Salesforce.com account, you can create Spotfire analyses based on data from reports and tables in Salesforce.

Prerequisites

You need to have access to a Salesforce.com account.

Procedure

  1. In the library, click New Analysis.
  2. Click Salesforce.com.
    The Load data from Salesforce.com dialog is opened.
  3. Enter your username and password. Make sure to add the security token directly after the password, with no spaces between.
    See the official Salesforce.com documentation to learn more about security tokens.
  4. Click Sign in.
  5. In the Reports and Tables lists, click to select which views to load.
    If a report contains a large number of rows, only the first 2000 rows will be loaded. This is due to a limitation in Salesforce.com.
    Selected views are added to the middle of the dialog. Each selected view will be loaded into Spotfire as a new data table.
  6. Click on a view in the middle of the dialog to see details for that specific view.

    When you click on a view in the middle of the dialog, you will see all the columns that are included in that view. You can then choose which ones to include when the data is loaded. By default, all columns in a view are included.

  7. Click OK when you have added the views of interest, and selected which columns to include in each view.
    The selected data from Salesforce.com is loaded into Spotfire. You can configure your analysis so that the data is saved within the analysis instead of being reloaded each time the analysis is opened. See Storing data within the analysis to learn more about this.

The Load data from Salesforce.com dialog

In this example, seven views have been selected from the Reports and Tables lists. Three of them are reports and four of them are tables. The middle part of the dialog shows the added views in a list. The view named 'Order' has been selected in the middle part of the dialog, and to the right, all the columns included in the 'Order' view are shown. Exclude columns that you do not want to load by clearing their corresponding check boxes. To rename columns, click on the pencil icon.

Tip: You can go back and edit the settings in this dialog from the Source view of the expanded data panel. See Editing a data connection for more information.