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.

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.

2. General Information

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

3. Configure the Connection

Connection:
- Select the type of connection, which in this case will be Salesforce.
- 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.

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.

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 WHERE to limit the dataset to relevant records.

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.

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.

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.