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Intro

Salesforce is a cloud-based SMTP provider that allows users to send email without having to maintain email servers. Use Domo’s Salesforce connector to retrieve data about your Salesforce account, such as statistics, bounces, spam reports, unsubscribes, and other information. To learn more about the Salesforce API, visit their page (https://developer.salesforce.com/docs/apis ). You connect to your Salesforce account in the Data Center. This topic discusses the fields and menus that are specific to the Salesforce connector user interface. General information for adding DataSets, setting update schedules, and editing DataSet information is discussed in Adding a DataSet Using a Connector.

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Prerequisites

To connect to your Salesforce account and create a DataSet, you must select the Salesforce Environment and you also need the username and password associated with your Salesforce account.

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Installing the Domo Connector Package

The “Domo Connector Package” found in Salesforce AppExchange allows Salesforce users to import their data into Domo. Follow these instructions to download and install the Connector Package from the AppExchange. To install Domo’s Salesforce Managed Package,
  1. Log into Salesforce.
  2. Navigate to the Salesforce AppExchange at https://appexchange.salesforce.com and search for “Domo Connector Package,” then click on it.
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  3. Customers can go directly to the package with the following link: https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1I000001ymKN
  4. If you are installing into a sandbox organization you must replace the initial portion of the URL with http://test.salesforce.com Alternatively, you can go directly to https://appexchange.salesforce.com/a…A00000EcrsyUAB.
  5. Click Get It Now.
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  6. Choose whether you want to install in a production environment or sandbox.
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  7. Check the box reading “I have read and agree to the terms and conditions.”
  8. Click Confirm and Install.
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  9. Click the Install for All Users tile.
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For more details, see Salesforce’s documentation at https://help.salesforce.com/articleV…ges.htm&type=5.

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Verifying your Installation

Use Domo’s Salesforce Managed Package Validator to verify that your Salesforce Managed Package has been installed correctly. To verify your installation,
  1. In the Connectors page in either the Data Center or Appstore in Domo, search for “Salesforce Managed Package” and double-click on the icon.
  2. Customers can go directly to the package with the following link: https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1I000001ymKN
  3. If you are installing into a sandbox organization you must replace the initial portion of the URL with http://test.salesforce.com
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  4. Click Get the Data.
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  5. Under Credentials, select your Salesforce account name, then click Next.
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  6. Under Details, click Next.
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  7. In the Update menu, select Manually, then click Next.
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  8. Give your DataSet a name, then click Save.
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The DataSet now runs. If everything has been set up correctly, the run will be successful, and a message will appear reading, “Validation Success: You have set up your Salesforce Managed Package correctly.”
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If everything has not been set up correctly, the DataSet fails, and a message appears reading, “You have not installed Salesforce’s Domo Connector Package,” with a help link to this article.
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Connecting to Your Salesforce Account

This section enumerates the options in the Credentials and Data Selection panes in the Salesforce Connector page. The components of the other panes in this page, Scheduling and Name & Describe Your DataSet, are universal across most connector types and are discussed in great detail in Adding a DataSet Using a Connector.

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Credentials Pane

The Domo Salesforce connector uses OAuth to connect, so you don’t have to enter credentials within Domo. Choose an environment in the Salesforce Environment menu and then click Connect to open the Salesforce login screen. Here you can enter your Salesforce username and password. Once you have entered valid Salesforce credentials, you can use the same account any time to create a new Salesforce DataSet. You can manage connector accounts in the Accounts tab in the Data Center. For more information about this tab, see Manage Connector Accounts Once you have entered valid Salesforce credentials, you can use the same account any time to create a new Salesforce DataSet. You can manage connector accounts in the Accounts tab in the Data Center. For more information about this tab, see Manage Connector Accounts.

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Data Selection Pane

This pane contains a primary How Do You Want to Select Your Salesforce Data menu, along with various other menus which may or may not appear depending on the report type you select.
Menu Description
Salesforce Object A list of tables (objects).

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Other Panes

For information about the remaining sections of the connector interface, including how to configure scheduling, retry, and update options, see Adding a DataSet Using a Connector.