Manage the Salesforce Connector

Describes the Salesforce connector.

The Self-Service Analytics Salesforce connector lets you access the data available in Salesforce. Obtain the connector server following this process: Obtain Additional Connector Servers

After setting up the connector, create data sources that specify the necessary connection information and identify the data you want to use. See Create and Manage Data Sources for more information. After you set up your data sources, create dashboards, self service reports, and visuals from the data in these data sources.

• Self-Service Analytics Feature Support
• Connect to Salesforce
• Optimize Performance

Self-Service Analytics Feature Support

Connector support for specific features is shown in the following table.

Key: Y - Supported; N - Not Supported; N/A - not applicable

Feature	Supported?
Admin-Defined Functions	N
Box Plots	Y
Custom SQL Queries	Y
Derived Fields (Row-Level Expressions)	Y
Distinct Counts	Y
Fast Distinct Values	N
Group By Multiple Fields	Y
Group By Time	Y
Group By UNIX Time	Y
Histogram Floating Point Values	Y
Histograms	Y
Kerberos Authentication	N
Last Value	N
Live Mode and Playback	Y
Multivalued Fields	N
Nested Fields	N
Partitions	N
Pushdown Joins for Fusion Data Sources	N
Schemas	Y
Text Search	N
TLS	N
User Delegation	N
Wildcard Filters	Y
Wildcard Filters, Case-Insensitive Mode	Y
Wildcard Filters, Case-Sensitive Mode	Y

Connect to Salesforce

To connect Self-Service Analytics to your Salesforce instance, provided the JDBC url, a Salesforce user name, and password or API token.

Input Field	Description
JDBC Url	jdbc:salesforce://localhost;Endpoint=https://your_salesforce_endpoint/services/Soap/u/48.0
User Name	Your Salesforce user name
Password	Your Salesforce user password

Optimize Performance

The Salesforce connector is a raw data connector. Data retrieved from the data source is processed by the QueryEngine service. When you retrieve and manipulate large chunks of data, consider the following practices to improve performance speed:

• Create your source using custom SQL and fusion source interfaces
• Limit your query using a WHERE clause and TOP
• Narrow your data retrieval by filtering your data
• Speed your initial load time by defining a small time range on the Global Settings tab

Raw Data Cache

You can reduce the number of queries Self-Service Analytics makes to the source and speed up data query execution by enabling raw data caching. When enabled, an Entity Data Cache toggle is added to the Source Creation work area. Enable and define a caching schedule. Contact Technical Support for assistance enabling this feature.