Salesforce

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What is Salesforce CRM Connector?

Salesforce CRM Connector is a Data Studio connector that helps to connect Data Studio with Salesforce CRM and use it as a data source in Data Studio.

Salesforce CRM Connector turns your data into informative dashboards and reports that are easy to read, easy to share, and fully customizable.

What is Salesforce CRM?

Salesforce is a customer relationship management solution that brings companies and customers together.

It's one integrated CRM platform that gives all your departments — including marketing, sales, commerce, and service — a single, shared view of every customer.

How does it work?

Step 1: Choose "Salesforce" connector by Jivrus Technologies from Google Data Studio Partner Gallery

Step 2: Click on the 'AUTHORIZE' button for authorizing your google account.

Step 3: Once you click Authorize button, you can provide access to your Google account

Click on the 'Allow' button to Access your Google Account.

Step 4: Once you are authorized to google account, you need to authorize third-party service. In this case Salesforce CRM.

Step 5: Click on the 'AUTHORIZE' button for authorizing your Salesforce CRM account.

Step 6: Once you click on authorize, you need to Login with your Salesforce Account.

Click on the Login button.

Step 7: Choose the Object Type you want to use.

Objects
Reports
SOQL

Step 8: Choose the Object you want to use.

Step 9: Click on 'Connect' button.

Step 10: The available fields from the Contacts Object are listed.

Step 11: Use this as a data source and continue normally with designing your report in Data Studio.

Step 12: Click on the 'Create Report' button.

Step 13: You can customize the dashboard as you want.

Pricing

Salesforce - Data Studio Dashboard

An example of a dashboard created in Data Studio with Salesforce CRM Data Connector.

Salesforce_-Dashboard_report-_by_Jivrus_Technologies.pdf

FAQ

How to enable Salesforce API for organization?

Follow the steps to enable Salesforce API

Log In to your Salesforce Account
Go to Setup(top right corner)
Search for "Profile"
Click on New
Provide "Profile Name" and click on save
Go to "Administrative Permissions"
Mark the API Enabled checkbox

How to use the date range for the SOQL Query?

To incorporate a date range into a SOQL query, structure it like this:

For instance, input the following query: SELECT Id, Description, CreatedDate FROM Contact WHERE CreatedDate > ${Start Date} and CreatedDate < ${End Date}.
In this example, the 'CreatedDate' field specifies the date, and the query retrieves records based on a range specified by 'Start Date' and 'End Date'.

What does the "invalid_grant" error with an expired access/refresh token indicate?

The "invalid_grant" error typically occurs when there are issues with the authentication process in Salesforce, specifically related to expired access or refresh tokens.

What are the common causes of the "invalid_grant" error, and how can it be fixed?

There are a few common causes for the "invalid_grant" error with an expired access/refresh token

Temporary Solution: Disconnecting and connecting again will seem to resolve the issue for a certain period

Exceeding Access Grants Limit:

Salesforce limits the number of access grants for a Connected App to 5 per user. If a user exceeds this limit, the oldest approval will be automatically revoked. For more information, check out this article: Manage OAuth-Enabled Connected Apps Access to Your Data - Salesforce.

Immediately Expire Refresh Token" Enabled:

Solution: Ensure that the "Refresh token is valid until revoked" option is selected. You can find this setting in your Salesforce account under Settings → Apps → Connected Apps → Manage Connected Apps → {{ Data Studio Connector or App Name }} → Edit Policies.

Make sure the Refresh token is valid until revoked is selected.