Connect Salesforce Reports with Bold Data Hub

The Bold Data Hub Salesforce Reports connector loads data from Salesforce reports into Bold Reports^®. Salesforce reports let users compile and analyze data from different sources within Salesforce.

What credentials do I need for the OAuth option?

The Bold Data Hub Salesforce Reports connector needs the client_idand client_secret to set up your pipeline with OAuth.

Example Configuration

The following Bold Data Hub YAML template shows a Salesforce Reports extractor configuration for the OAuth option:

version: 1.0.1
encrypt_credentials: false
plugins:
  extractors:
    - name: Salesforce Reports
      connectorname: Salesforce Reports
      config:
        client_id : <Client ID>
        client_secret : <Client Secret>
        report_id : <report ID>
        type: oauth

What credentials do I need for the export option?

The Bold Data Hub Salesforce Reports connector needs your Salesforce user_name, password, and security_token to set up your pipeline with the export option. Use your login credentials for the user_name and password.

Obtain Security Token

You get the Salesforce security_token for Bold Data Hub by resetting it in your Salesforce personal settings.

1. Log in to Salesforce with your credentials.
2. Click your profile picture/avatar at the top right.
3. Select Settings from the drop-down.
4. Under Personal Setup in the sidebar, choose My Personal Information > Reset My Security Token.
5. Click Reset Security Token.
6. Check your email for the token sent by Salesforce.

Example Configuration

The following Bold Data Hub YAML template shows a Salesforce Reports extractor configuration for the export option:

version: 1.0.1
encrypt_credentials: false
plugins:
  extractors:
    - name: Salesforce Reports
      connectorname: Salesforce Reports
      config:
        username: <USERNAME>
        password: <PASSWORD>
        security_token: <SECURITY TOKEN>
        instance_url : <Instance URL>
        report_id : <report ID>
        type: export

How do I connect Salesforce Reports in Bold Data Hub?

You connect Salesforce Reports by creating a pipeline in Bold Data Hub and adding the Salesforce Reports connector to it.

1. Click the Bold Data Hub icon on the Navigation Pane.

   

2. Click Add Pipeline and enter a name for the new pipeline.

   

3. Select the newly created pipeline, then double-click the Salesforce Reports connector in the list of available connectors. The add template pop-up appears.

   

Bold Data Hub offers two methods to authenticate for Salesforce Reports:

1. OAuth
2. Export

For OAuth Authentication

You authenticate Salesforce Reports with OAuth by entering your client ID and client secret in Bold Data Hub.

1. Click the Configure OAuth button. In the pop-up, enter the client ID and client secret, and click Ok.

   

2. Bold Data Hub redirects you to the Salesforce authentication page.

3. After the redirection completes, the Salesforce Reports template is added with the client ID and secret.

   

For Export Option

You authenticate Salesforce Reports with the export option by choosing it in the Bold Data Hub add template pop-up.

1. Double-click the Salesforce Reports connector in the list of available connectors. The add template pop-up appears.

2. Choose the export option and click the add template button.

   

3. Add the necessary details in the YAML template.

4. Click Save and choose the destination to save the pipeline.

   

Creating a pipeline in Bold Data Hub automatically creates a data source in Bold Reports^®. The Bold Reports^® data source is a live data source to the destination database used in Bold Data Hub.

How do I schedule the Salesforce Reports pipeline?

You schedule the Salesforce Reports pipeline in Bold Data Hub from the schedules tab, or you run it on demand.

1. To configure interval-based scheduling, click the schedules tab, select the created pipeline, click the schedule icon, and configure the schedule.

   

   

2. For an on-demand refresh, click the Run Now button.

   

3. Check the schedule history with the history option and the logs.

   

4. Click Logs to see whether the run is completed and the data source is created in Bold Reports^®.

   

5. Click the Edit DataSource option to view the created tables.

Frequently asked questions

Which authentication methods does the Salesforce Reports connector support?

The Bold Data Hub Salesforce Reports connector supports two methods: OAuth and Export.

Where do I get the Salesforce security token?

In Salesforce, go to Settings > My Personal Information > Reset My Security Token. Salesforce sends the token to your email.

See also

• Connect Salesforce with Bold Data Hub
• Schedule Bold Data Hub jobs
• Work with Bold Data Hub pipelines