View source for Salesforce Data Source to FojiSoft Using Metric Queries

This guide walks through the steps for connecting data from Salesforce to FojiSoft using metric queries. The setup involves configuring the connection details, defining the target table, and writing a query to fetch relevant data.
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==== '''1. Access the Data Source Configuration''' ====

# Log in to your FojiSoft account.
# Navigate to the '''"Data Sources"''' section.
# Click on the '''"+ Create"''' button to add a new data source.

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==== '''2. General Information''' ====

* '''Name:'''
** Enter a descriptive name for the data source, e.g., <code>Salesforce Metrics</code>.
** Enable the data source by toggling the '''Enabled''' switch.
* '''Folders:'''
** Optional: Assign the data source to a specific folder for better organization.

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==== '''3. Configure the Connection''' ====

* '''Connection:'''
** Select the type of connection, which in this case will be <code>Salesforce</code>.
** Provide authentication details:
*** '''Client ID'''
*** '''Client Secret'''
*** '''Salesforce Instance URL'''
*** '''Access Token''' (if using OAuth)
* '''Scan Interval:'''
** Set the interval for refreshing data, e.g., every 15 minutes.

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==== '''4. Target Table''' ====

* '''Target Table:'''
** Choose or create a target table in the FojiSoft data platform where the fetched data will be stored.
** Select '''Append Data to Table''' if you want to add new data without overwriting the existing dataset.

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==== '''5. Write the Metric Query''' ====

* Navigate to the '''Query''' section.
* Write a SQL-based or Salesforce Object Query Language (SOQL) query to fetch the desired metrics. Below is an example query:
** SELECT Name, CreatedDate, Amount, AccountId, StageName  FROM Opportunity   WHERE CloseDate >= LAST_N_DAYS:30
** Ensure the query retrieves only the necessary fields to optimize performance.
** Use filters like <code>WHERE</code> to limit the dataset to relevant records.

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==== '''6. Test and Save Configuration''' ====

* After completing the query setup:
** Click on the '''Test Connection''' button to validate the connection.
** Ensure that the query fetches the expected data sample.
* If successful, click '''Save''' to finalize the data source configuration.

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==== '''7. Monitor and Troubleshoot''' ====

* After the data source is live:
** Check the logs for any connection or query execution errors.
** Adjust the scan interval or query as needed to improve performance or fetch additional metrics.

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==== '''8. Visualization and Use''' ====
Once the data is imported, you can:

* Build dashboards using FojiSoft's visualization tools.
* Integrate the Salesforce data into workflows, reporting, or predictive analytics within the platform.

----This setup ensures seamless integration of Salesforce metrics into the FojiSoft ecosystem for operational insights and analytics.
[[Category:Settings]]
[[Category:Data Sources]]