Every once in awhile, our product team releases a feature that really turns my head. That happened this week, when the team released a simple but powerful change to our SFDC connector.
As many of our customers that use Klipfolio with SFDC data know, we have an excellent solution that elegantly connects, and allow you to build beautiful visualizations, mash data silos, refresh in real time, and affordably put the information that matters into the hands of 100’s of stakeholders across your organization. Much has been written on this and I won’t delve into this here. All integrations, no matter how great, have limitations.
One such limitation is a 2000 row limit from Salesforce when fetching your SFDC Reports for use as a data source in Klipfolio. Thankfully our Klipfolio SFDC integration also allows you to fetch data using a standard SOQL query.
For those comfortable working with SOQL, this is powerful, flexible and does not have the 2000 record limit issue. The catch with this method, is that SOQL fetching method returns the data in JSON format. For those familiar with JSON, this is not an issue, but for many less technical users, JSON can be unfamiliar and intimidating.
Therein lines the beauty of a new feature just released that now allows users to choose the Tabular (CSV) format instead of JSON. But, that’s not even the most exciting part.
The really exciting part is that the tabular data format returned from SFDC can be 3 times smaller than the exact same data returned in JSON. It turns out that JSON is not only challenging for non-techies, it’s also a very inefficient storage format.
So, here is the GIANT LEAP.
For those of you bumping into the Klipfolio 10MB datasource limit with SFDC data sources, you can now retrieve dramatically more data using SOQL.
Just choose Tabular as your output format, and enjoy!!!!
For a demo of this new feature, watch this video: https://www.youtube.com/watch?v=Rbibk7lWnVk