- Follow these steps to connect to your Salesforce Data Source for PrediktAI and use your imported data in any of our dashboards and reports.
Before you begin
To connect, you need:
- An active Salesforce Enterprise level account plan or higher, or purchased Salesforce API calls
- Access to your organisation's data (Administrator permissions)
NOTE: You may make up to four connectors using one set of Salesforce account credentials. That’s because Salesforce limits the number of connections made using OAuth2 to four per account per application. If you attempt to authenticate more than four connectors using one set of Salesforce account credentials, the earliest connector you authenticated with those credentials will lose its authentication.
If you need more than four Salesforce connectors, you must use additional Salesforce account credentials to create those connectors.
Instructions
- Connect to your PrediktAI account
- Open the Integrations page
- Click on the "Add integration button"
- Select the Salesforce integration from the dropdown menu (you can start typing in the field for faster access)
- Click on the "Next" button
- Review the integration information
- Click on the "Next" button
- You will be redirected to your Salesforce account OAUTH screen
- Optionally, authenticate with your Salesforce credentials if you're not already logged in
- Optionally, select the Salesforce account to connect if you have more than one
- Click on the "Next" button
- After up to 10 minutes, your dashboards and reports data will automatically be updated with the provided values.
Important
- In case of conflict, data from other data sources will have precedence over the Google Sheet data.
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