New and Improved Salesforce Connector

Does your company use Saleforce and want to visualize the data but can’t seem to figure out SOQL?  Well stress no more because Klipfolio has just released a new Salesforce connector that will simplify this entire process, remove the query aspect and long days staring at API documentation!


This new and improved connector now offers the opportunity to build out your query in Klipfolio’s Simple Mode without the need to look at API documentation.  So you can go from writing SOQL: 


Into a series of drop downs that allow you to pick and choose which object, fields and filters to apply: 


As you can see with the new and improved connector, you have the opportunity to return your data in either JSON format (for our more advanced users) or in tabular format.  This feature has huge implications on simplifying working with Salesforce data as JSON can be quite complex to work with and most of our users are used to working with nice and clean tabular data.


Some of the great features of simple mode is that it allows you to select an available salesforce object in your account from a dropdown list and then select fields that are available to that specific salesforce object.  The simple mode also allows a user to join two different Salesforce sheets with ease by selecting the available fields and letting the Klipfolio connector do all of the work in the background. As you can see, you are able to create a query with multiple fields by simply clicking on the input field and selecting from the dropdown what you would like to include.  In the below example I included Account ID, Deleted, Account Name and Billing City: 


The final feature of this new and improved connector is the ability to easily add filters.  To add a filter, you simply click the “Add Filter” button. You are able to add multiple filters to each query by clicking the “Add Filter” button again for each filter you would like to add.  There are three inputs that appear when you add a filter. The first is the field you would like to apply the filter to, the second is the comparison metric, and the third is the value you want to use in the filter.  As you can see in the below screenshot, I choose to filter for only deleted records:



One thing to note is Salesforce is very customizable so each account will populate different Objects and Fields.


Once you have built out the query in simple mode, you have the ability to switch back into advanced mode to see the underlying query that was built out and sent to Salesforce.  In some cases, it might necessary to build out the bulk of the API call in simple mode and then switch to advanced mode to add more fine tuned filters such as dates into the query.


If you have any feedback on this new and improved connector, we would love to hear your thoughts so please do not hesitate to reach out!


Garrod Houweling

Support Team


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