Best practices for connecting to Salesforce data

Klipfolio provides different options for retrieving data from Salesforce. This document will guide you on how to retrieve the data you need from Salesforce with examples from common scenarios.

Determining the best way to retrieve your Salesforce data in Klipfolio will depend on a number of factors including:

  1. Whether you already have Salesforce Reports that retrieve the data you need
  2. How many rows of data you would like to retrieve
  3. What kinds of filters you would like to apply to the data

Decide which approach is best for you:

Your Scenario

Best Practice

You need to access all your Summary and Detailed Salesforce Reports and base your data visualization on information contained in those reports.

Use the Salesforce Report option and retrieve your data in tabular (csv) or json format..

Note: The Salesforce API returns a maximum of 2000 rows for a report. If your Salesforce query exceeds this limit, you can either:

  • Apply filters to your data in Salesforce to limit the amount of data returned,
  • Try using a Summary Report provided you don’t need specific record-level details.

You need to access data directly from a Salesforce Object or pull more detailed information from the History Objects, for example, AccountHistory, LeadHistory, and OpportunityHistory.

You need to process data that exceeds 2000 rows.

Use the Simple Query Mode for a point and click UI that helps you choose the Salesforce Object and the data fields you want returned per object. You can also filter the data by choosing Add Filter. Filtering data by date filter is recommended.

If you need to filter your data by Related Objects in Salesforce, you’ll need to create a SOQL query to do this. You can use the Simple Query Mode as a good starting point and edit the query in Advanced mode to add to it.

You need to use Related Objects to filter and retrieve the correct data or use Grouping, Rename columns or perform Counts.




Start by using the Simple Query Mode point and click interface to get as far as you can or dive right into SOQL if you want to. You can use the Simple Query Mode as a starting point and edit the query in Advanced mode to add to it.

See the Opportunities example in the Connector Gallery for an example of a query that uses Grouping and Count.

 

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