Salesforce Desk Connector
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.
Prerequisites
To connect to your Salesforce Desk account and create a DataSet, you must have the following:
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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.
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The email address you use to log in to your Salesforce Desk account.
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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.
Menu |
Description |
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Report |
Select a Salesforce Desk report. The following reports are available:
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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. |
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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.