Connecting to Salesforce with Data Cube

Use the Salesforce connector in Data Cube to collect, organize, and mine the data in your Salesforce customer relationship management system. After the data source is added, you can restructure the data. For example, you can combine data from two or more data sources into a single data source. For information about the available data restructuring options, see Restructuring Data in Data Cube.

Before You Begin

• You must log in to the Web Console with a user who has permission to access Data Cube and create data sources.

  For more information, see Permissions and Associations for Data Cube Users.

• You must have Salesforce login credentials.

Procedure

1. In a web browser, log on to the Web Console, and then click Analytics.

2. Click Salesforce.

3. On the Data Sources (Salesforce) page, click Add Salesforce.

   The New Data Source (Salesforce) page appears.

4. Under Data Source Name, complete the following steps:

   1. Click the Index Server list, and then select an Index Server to store the data.

   2. In Data Source Name, enter a name for the data source the way that you want it to appear in the list of data sources.

5. The name cannot contain spaces.

   1. In Data Source Description, enter a description to help identify the data source.

   2. Click Next to proceed to the next section.

6. Under Connection Details, complete the following steps:

   1. In User Name, enter the user name of a user who has access to the Salesforce account.

   2. In Password, enter the password for the user whose user name you entered.

   3. In Security Token, enter the Salesforce security token that is used to sign in to the Salesforce account from outside a corporate network.

      Note

      You must generate a security token from the Salesforce website. For more information, refer to the Salesforce documentation.

   4. Click Next to proceed to the next section.

      Data Cube verifies the account information that you provide. If the account information is incorrect, you are prompted to change the account information.

7. Under Table Name, complete the following steps:

   1. Click the Select a Table list, and then select the Salesforce database table that you want to use for the data source.

   2. Click Next to proceed to the next section.

8. Under Select Columns, complete the following steps:

   1. Select the check boxes for the data that you want to crawl.

   2. To sort the list of columns or to use the search bar to filter the list of column names using keywords, click the Column Name heading.

   3. To collect only the data from the selected columns that changed after the previous crawl, select Enable Incremental Crawl.

9. When finished, click Submit.

What to Do Next

Crawling a Data Source in Data Cube