Connecting Bold BI to Salesforce data source

Bold BI dashboard designer supports connecting Salesforce web services through Rest API.

Choose Salesforce data source

To configure the Salesforce data source, follow the below steps:

Click the Data Sources button in the configuration panel to add a new data connection.
Click CREATE NEW to launch a new connection from the connection panel.
Select the Salesforce connection in the connection panel.

NOTE: You can also create a data source from the home page by clicking the Data Sources menu from left menu panel and Create Data Source from the data sources page.

Choose data source from server

Authentication with Salesforce

Use the following steps to authenticate with Salesforce web service:

Click the data source, you will be prompted with a login window. Enter the credentials of your Salesforce account to authorize.
Click Allow in the authorization window to accept the scopes requested by Bold BI dashboards.

NOTE: If the permission is denied, the account will not be accessible from the dashboard.
Set a name to identify the account and click Next.
You have now successfully authorized your connection. Click Connect to continue with the data source connection.
To connect via already connected account, refer Connected Accounts.

NOTE: To connect to another account click Connect New Account.

Connect to Salesforce

Create Salesforce data source

After successful authentication, the NEW DATA SOURCE configuration panel opens. Follow the below steps to create Salesforce data source.

Enter a name and description (optional) for the data source.
Enter a valid SOQL Query in the Query textbox. Refer the Salesforce API documentation for more details.

Example: Select IsWon, Name FROM Opportunity LIMIT 5
Click Custom Url if you want to enter the SOQL query manually. Refer the SOQL Query documentation for more details.

Salesforce Connection

Choose a time interval using Refresh Settings button to trigger the Rest API request periodically to keep the data in sync with our dashboard.

You can also edit the connection information set here using the Edit Connection option.

Additional information

Refresh Settings

Period of time before next refresh call is triggered. This will automatically trigger a call for the API configured in the data source to keep the data up to date. If you do not want to sync your new data, choose ‘Never’.

Sample queries

Aggregate queries

select count(id) Total from opportunity

Fetch records based on condition including nested columns

Select IsWon, Name, Opportunity.Account.Name, Owner.Name, Owner.IsActive, Amount, CloseDate, CreatedDate, LastActivityDate, LastModifiedDate, StageName FROM Opportunity WHERE (CloseDate =THIS_YEAR OR CloseDate =LAST_YEAR) and (StageName = 'Closed Won')

Limit queries

Select IsWon, Account.Name FROM Opportunity LIMIT 5

Preview and data import

Click Preview & Connect to connect with the configurations set.
The Data Preview dialog opens. This dialog displays the corresponding records which satisfies the provided SOQL query in grid for preview. To use the columns in designer, click Connect.
Now, the data design view page with selected table schema opens. Drag and drop the table.
Click Save to save the data source with a relevant name.

Connected accounts for OAuth data sources

If you have already logged into the account and authenticated with web data source, the account information will be listed here. You can select one of the accounts or connect to a new account by clicking the Connect New Account button.

OAuth