Kloudio's Salesforce integration allows users to easily create reports from file data.
The following article will help you get started:
Step 1 : Go to Kloudio Data Flows and Click on Add a Flow button to create a New Data Flow.
Step 2 : Select the Required Data Warehouse and Click on Next button.
Note: On selecting Use Kloudio's Data warehouse check box, Kloudio’s Default Data Warehouse gets selected or you can create and select your own Data Warehouse
Step 3 : Select Salesforce from the Data Sources List.
Step 4: On Selecting the Data Source, Corresponding Popup window gets displayed, Enter the following details:
Name of Connection : Enter the unique name for the Connection
Schema: Enter the Schema Name
Sync From : Select the Date from where data has to get Sync
Connect Salesforce Account : Authorize Salesforce with valid credentials and on successful authorization "Account Connected!" message gets displayed
Frequency : Select the desired Sync Frequency and Click on Continue button.
Step 5 : On Selecting Continue button, List of tables to sync gets displayed.
Select the desired tables to Sync and click on Continue button.
Step 6 : Once all the connection tests are passed, You will be redirected to the Data Flow List Screen, where Sync Job status Success gets displayed on successful sync.
Step 7 : Once the Salesforce connection is created successfully, you will be able to create Reports using that Data Flows. To Create a New report, Go to Reports tab and click on New Report.
Once the Report Type window is displayed, click on the Report Builder option.
Step 8 : Finally Select the above created dataflow connection, schema, table, columns and Click on Preview Button to get the Data Preview of the Reports.