If you have Salesforce account, you can access and analyze data from Salesforce in Spotfire.
Prerequisites
You must have access to a Salesforce account.
Procedure
On the authoring bar, click
Files and data.
In the Files and data flyout, click
Connect to and select
Salesforce.
Click
New connection.
In the
Load data from Salesforce dialog, choose your preferred way to log in:
Option
Description
Log in with Salesforce
This is typically the most convenient way to log in.
Click to launch the Salesforce login procedure in a separate web browser window. Follow the instructions for logging in, and then return to Spotfire.
Username and password (security token)
If you want to log in directly in Spotfire, click to expand and display input fields for entering your username, password, and security token.
Enter your credentials and click
Log in.
Note: If you have a Salesforce sandbox that you want to connect to, select the
Sandbox check box.
In the
Reports and
Tables lists, click to select which views to load.
Selected views are added to the middle of the dialog. Each selected view will be loaded into Spotfire as a new data table.
Click on a view in the middle of the dialog to see details for that specific view.
Note: 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.
Click
OK when you have added the views of interest, and selected which columns to include in each view.
The selected data is added to the summary view in the flyout.
In the flyout, you can change the name of the new data table. Click
OK when you are satisfied.
Result
The selected data from Salesforce 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 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 Data canvas. See
Editing a data connection for more information.
Limitations when loading Salesforce data in Spotfire web clients
If the Salesforce instance you want to load data from contains very large amounts of data, keep the following limitations in mind when you create or edit a Salesforce connection in a Spotfire web client:
If the Salesforce instance contains more than 1000 reports and tables, the search function in the
Load data from Salesforce dialog is disabled.
You might encounter issues when you select and add new data from Salesforce if the total number of columns in all selected reports or tables exceeds 2000. You can, however, create an analysis with such a connection in a Spotfire installed client and open it in the web client.
Using a different version of Spotfire?This help describes the web client version of Spotfire on TIBCO Cloud™. If you're looking for documentation for the installed client or other versions of Spotfire, visit the TIBCO Documentation Portal.