Guide: Using Salesforce with Databox

HOW TO

How to connect Salesforce to Databox

IN THIS SECTION

How to connect Salesforce to Databox

To connect a Salesforce Account in Databox, go to  Data Sources > + New connection. Type Salesforce in the search bar and click on the green Connect button. 

This will open the  Authorization window, which is where you will be prompted to enter your Salesforce login credentials and authorize the Databox app. 

How much historical data is synced when you first connect Salesforce to Databox?

When you connect a new Salesforce Data Source in Databox, 12 months worth of historical data is initially synced. 

Certain Metrics may have more or less historical data available. For more information about the amount of historical data available for a specific Metric, please contact our Support Team at [email protected]

After the initial data sync, 7 days worth of historical data is accessed from Salesforce with each data sync. This means if you add a new Lead with a create date longer than 7 days ago, it will not be recognized as a "New Lead" by the Databox system. To increase this limit, please contact our Support Team.

Pro Tip: Once your Salesforce Data Source is connected and actively syncing data, we store the data that's collected in our own database. This allows us to accumulate more data over time as more data syncs are made so that you can report on more historical Salesforce data in your Databox reports. Learn more here

What time zone does Salesforce data sync in? 

Salesforce data is synced in UTC.

What version of Salesforce do you need to connect with Databox?

Learn more about which Salesforce versions provide API access here

How to access pre-built Salesforce Templates

1
 Navigate to Databoards > Template Library
2
 In the Data Source drop-down list, select Salesforce
3
 To view a preview of the Template populated with dummy data, click Preview
4
 To pull the Template into your Account and re-populate it with your own Salesforce data, click Use Template
5
 Select the appropriate Salesforce Data Source from the drop-down list to complete the process. The Databoard will be re-populated with data from the selected Salesforce Account and can be found on the  Databoards page
Pro Tip: Once the Databoard is available on the Databoards page, it is completely disconnected from the public Template. Therefore, you can further customize this Databoard to meet your specific needs using the Designer.

Popular Salesforce Templates

Salesforce Leads Dashboard Salesforce Essentials: Expected Value of Sales Pipeline 
This Template gives you a complete overview of your leads in Salesforce so you can accurately track your sales progress.
This dashboard shows the value of your company's current sales pipeline with a laser focus on what has closed this quarter. It also includes the expected value of the opportunities likely to close before quarter's end.


How to build a Databoard using Salesforce data

1
 Navigate to  Databoards > + New Databoard > Start Blank
2
 Click on the Datablock Library icon on the lefthand side of the Designer
3
 Select the appropriate Salesforce Account from the Data Source drop-down list in the Datablock Library
4
 View the list of pre-built Salesforce Datablocks in the Datablock Library. Drag and drop your selected Datablock onto your Databoard    
5

 If a pre-built Datablock isn't available for your use case, click on the  Visualization Types icon under the Datablock Library icon

6
 View the list of Visualizations available in Databox. Drag and drop your selected Visualization onto your Databoard
7
 Click on the Datablock on the Databoard to open the corresponding Datablock Settings on the righthand side of the Designer
8
 Select the appropriate Salesforce Data Source and Metric in the righthand Datablock Settings. This will update the Datablock and it will populate the Datablock with the corresponding data
 
9
 Complete steps 4-8 until your Databoard is complete

Popular Salesforce Metrics

Opportunities Won Opportunities Won Revenue Opportunities Lost




New Leads by Source Converted Leads New Leads

View a full list of Salesforce Metrics available in Databox here.

How to use the Query Builder for Salesforce

The Query Builder for Salesforce allow you to create Custom Metrics based on Opportunities, Leads, and more. 

Learn more about the Query Builder for Salesforce here

Additional Information

  • Learn how to enable API access in Salesforce here
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