Connecting Bold BI to Salesforce data source

The Bold BI dashboard designer supports connecting to Salesforce web services through the REST API.

Choose Salesforce data source

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

Click on 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 on the Data Sources menu on the left menu panel and selecting Create Data Source from the data sources page.

Choose data source from server

Advanced

In the Advanced category, It will Redirect to the Bold ETL. Refer to Bold ETL.

Basic

In the Basic Category, It will act as the connector in Bold BI and need to follow the below steps.

Authentication with Salesforce

To authenticate with the Salesforce web service, follow these steps:

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

NOTE: If permission is denied, the account will not be accessible from the dashboard.
Provide 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 an already connected account, refer toConnected 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 will open. 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 to the Salesforce API documentation for more details.

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

Salesforce Connection

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

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

Additional information

Refresh Settings

The period of time before the 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 that have been 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 the 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 the 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