Salesforce Desk Connector

Last updated
Save as PDF

Intro

Salesforce Desk is an online customer service software and support ticket help desk application for small businesses and fast-growing companies. The Domo Salesforce Desk connector integrates Domo with Salesforce Desk to extract data from the Salesforce Desk API. The connector allows you to retrieve data about articles, cases, customers, and many other Salesforce Desk components. To learn more about the Salesforce Desk API, visit their website. (http://dev.desk.com/API/using-the-api/#general)

The Salesforce Desk connector is a "Cloud App" connector, meaning it retrieves data stored in the cloud. In the Data Center, you can access the connector page for this and other Cloud App connectors by clicking Cloud App in the toolbar at the top of the window.

You connect to your Salesforce Desk account in the Data Center. This topic discusses the fields and menus that are specific to the Salesforce Desk connector user interface. General information for adding DataSets, setting update schedules, and editing DataSet information is discussed in Adding a DataSet Using a Data Connector.

Training Video - Connecting to Salesforce Desk

Learn how to power up a Salesforce Desk DataSet.

Note: The product training videos are for Domo customers and clients only.

Prerequisites

To connect to your Salesforce Desk account and create a DataSet, you must have the following:

Your Salesforce Desk customer ID. You can find your customer ID in the URL of your company's Salesforce Desk instance. For example, in the Salesforce Desk URL https://yourcompany.desk.com, the company ID is yourcompany.
The email address you use to log in to your Salesforce Desk account.
The password you use to log in to your Salesforce Desk account.

Connecting to Your Salesforce Desk Account

This section enumerates the options in the Credentials and Details panes in the Salesforce Desk Connector page. The components of the other panes in this page, Scheduling and Name & Describe Your DataSet, are universal across most connector types and are discussed in greater length in Adding a DataSet Using a Data Connector.

Credentials Pane

This pane contains a single field where you enter your Salesforce Desk company ID. You are then taken to the Salesforce Desk OAuth page where you are required to enter your email address and password. Once you have entered valid Salesforce Desk credentials, you can use the same account any time you go to create a new Salesforce Desk DataSet. You can manage connector accounts in the Accounts tab in the Data Center. For more information about this tab, see Managing User Accounts for Connectors.

Details Pane

This pane contains a primary Report menu, along with various other menus which may or may not appear depending on the report type you select.

Description

Report

Select a Salesforce Desk report. The following reports are available:

Articles	Returns data about articles, including subject, body text, etc.
Article Translations	Returns data about article translations.
Brands	Returns data about brands, including name, creation date, etc.
Cases	Returns data about cases, including status, description, customer ID, last modification date and time, etc.
Case Attachments	Returns data about case attachments. This includes private case attachments as well as those on replies and the original message.
Case Replies	Returns data about case replies.
Case Notes	Returns data about case notes. Notes are private internal messages created by agents.
Companies	Returns data about companies, including name, ID, domain, etc.
Customers	Returns data about customers, including first and last name, company, title, etc.
Facebook Accounts	Returns data about Facebook accounts, including name, ID, image URL, etc.
Facebook Feeds	Returns data about Facebook feeds, including name, ID, image URL, etc.
Facebook Users	Returns data about Facebook users, including image URL, profile, URL, etc.
Filters	Returns data about filters, including names, positions, sort directions, etc.
Groups	Returns data about groups, including names, IDs, etc.
Insights	Return data about insights.
Inbound Mailboxes	Returns data about inbound mailboxes, including mailbox name, type, mail server hostname and port, last update time, etc.
Integration URLs	Returns data about integration URLs, including names, rendered URLs, descriptions, etc.
Jobs	Returns data about jobs, including job type, status, percent complete, any errors encountered while running jobs, etc.
Labels	Returns data about labels, including names, descriptions, type, etc.
Macros	Returns data about macros, including names, descriptions, folders, etc.
Outbound Mailboxes	Returns data about outbound mailboxes, including names, email addresses, mail server hostname and port, etc.
Rules	Returns data about rules, including names, descriptions, etc.
Site Settings	Returns data about site settings, including names, values, etc.
Topics	Returns data about topics, including names, descriptions, etc.
Topic Translations	Used to discover how people interact with your website through the conversion process. You can use this report to get information about which tactic and channel are generating the most revenue and return-on-ad spending.
Twitter Accounts	Returns data about Twitter accounts, including name, handle, profile image URL, etc.
Twitter Users	Returns data about Twitter users, including handle, number of followers, etc.
Users	Returns user data, including user name, email, avatar URL, level, etc.

Date Filter Criteria

Specify how you want the data in the report to be filtered.

If you select Created at, the report is filtered based on when the record was created.

If you select Updated at, the report is filtered based on when this record was last updated by any action.

Past Days

Enter the number of days of data to be retrieved. You can use any of the following formats: X, XDay, or XDays, where x is a positive integer. For example, to retrieve data for 30 days you could enter 30, 30Day, or 30Days.

Other Panes

For information about the remaining sections of the connector interface, including how to configure scheduling, retry, and update options, see Adding a DataSet Using a Data Connector.

﻿Intro