Manage the Salesforce Connector

The Composer Salesforce connector lets you access the data available in Salesforce. Obtain the connector server following this process: Obtain Additional Connector Servers

After setting up the connector, create data sources that specify the necessary connection information and identify the data you want to use. See Manage Data Sources for more information. After you set up your data sources, create dashboards and visuals from from the data in these data sources. See Create Dashboards.

• Composer Feature Support

• Connect to Salesforce

• Optimize Performance

• Manage the Salesforce Connector

• Manage the Salesforce Connector

• Manage the Salesforce Connector

Composer Feature Support

Connector support for specific features is shown in the following table.

Key: Y - Supported; N - Not Supported; N/A - not applicable

Connect to Salesforce

To connect Composer to your Salesforce instance, provided the JDBC url, a Salesforce user name, and password or API token.

Optimize Performance

The Salesforce connector is a raw data connector. Data retrieved from the data source is processed by the QueryEngine service. When you retrieve and manipulate large chunks of data, consider the following practices to improve performance speed:

• Create your source using custom SQL and fusion source interfaces

• Limit your query using a WHERE clause and TOP

• Narrow your data retrieval by filtering your data

• Speed your initial load time by defining a small time range on the Global Settings tab

Raw Data Cache

You can reduce the number of queries Composer makes to the source and speed up data query execution by enabling raw data caching. When enabled, an Entity Data Cache toggle is added to the Source Creation work area. Enable and define a caching schedule. Contact Technical Support for assistance enabling this feature.