Klipfolio provides a few options for retrieving data from Salesforce. By describing some common scenarios, this article will help you decide which option is best for you.
You may also want to consider the following questions:
- Do you already have Salesforce Reports that retrieve the data you need?
- How many rows of data do you want to retrieve?
- What kind of filters do you want to apply to the data?
| 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:
OR
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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. You can use the Simple Query Mode as a starting point and edit the query in Advanced mode to add to it. |
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You need to use Related Objects to filter and retrieve the correct data or use Grouping, Rename columns or perform Counts.
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Start by using the Simple Query Mode point-and-click interface or dive right into SOQL. Use the Simple Query Mode as a starting point and edit the query in Advanced mode to add to it. See the Salesforce Opportunities by Type pre-built data source for an example of a query that uses Grouping and Count (see below): |
