Overview: Query Builder for Salesforce CRM
With the Query Builder for Salesforce CRM, you can create Custom Salesforce Metrics using a combination of Metrics, Dimensions, and Filters.
How to access the Query Builder for Salesforce
Navigate to Metrics > Query Builder to access the Query Builder for Salesforce. Click the green + Create Custom Metric button and select your connected Salesforce Account from the Data Source drop-down list.
Query Builder is available on Professional and Performer plans. Request a trial of Query Builder by following
How to use the Query Builder for Salesforce
The Query Builder for Salesforce is unique in that it allows you to use the Databox Query Builder or Salesforce Object Query Language (SOQL) to create Custom Metrics.
IN THIS SECTION
For example, if you create a Custom Metric called "New Leads," you'd want to select Lead ID as the Metric and Count as the Aggregation Function. This will make it so each Lead ID that is returned from the Salesforce Account will simply be counted as one (+1).
Period: Select the Period that you want to see the aggregated metric value for. You can choose between Hour, Day, Week, Month, Quarter, and Year.
For longer Date Ranges, individual metric values will be aggregated for the entire Date Range, and the aggregated value will be displayed for the metric.
Advanced metric definition: In the Advanced metric definition window, you can set a description for a Custom Metric, set Favourable Trend of the metric (Trending up is positive or Trending down is positive), and other additional advanced settings to a metric. Learn more here.
Learn more about Data Types here.
Advanced metric definition: In the Advanced metric definition window you can set a description for a Custom Metric, set Favourable Trend of the metric (Trending up is positive or Trending down is positive), and other additional advanced settings to a metric. Learn more here.
How to create a Custom Salesforce Metric [Example]
In this example, we'll create a Custom Metric to report on New Opportunities.
How to add a Custom Salesforce Metric to a Databoard
- If you receive an error message saying "errorCode: MALFORMED_QUERY" when using a Filter, add single quotes (' ') around the Filter in the Value field.
- Dates must be entered with the following format: YYYY-MM-DD
- SOQL results are limited to 10,000 rows. If you expect your query to return over 10,000 rows or if you're not sure how many rows will be returned, be sure to LIMIT the query. If you need more than 10,000 rows in order to report on your Salesforce CRM data in Databox successfully, you can to submit your request on our Roadmap here.