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      How to connect Salesforce Reporting to Adriel

      Detailed instructions to help you set up the data source for Salesforce Reporting

      Lastly modified on: Thu, 30th May, 2024 at 10:07 AM

      Prerequisites

      • Salesforce account

      Instructions

      1. Move to Adriel's Connections page.

      2. Type "Salesforce Reporting" into the search bar.

      3. Login to your Salesforce account when the pop-up window opens. 
      4. Choose "Reports" that you want to connect to Adriel dashboard. 
        - one report can be selected per data source. If you want to connect more than one report, please follow the same steps after the first connection is completed.
      5. Click the “Submit” button below to complete the data connection.

        It can take up to one working day for your data to arrive. 

      Cf)Concerning the Report

      • Maximum 100k rows 
        • If there are too many rows, please split the report into different reports using filters or date filters with different data sources. 
      • Daily refresh 
        • Data correspond to the settings. If you change the settings, data will change accordingly as well. 
        • If the report is modified too often, please consider creating a report exclusively for Adriel so that it doesn't get affected. 
      • Same data that you can visualize on Salesforce connected to Adriel
        • It is recommended to visualize the report on Salesforce to check if the data is correct before importing the data into Adriel.
        • It is recommended to disable showing totals and subtotals. Those rows will be included in the data unless you disable them. 
        • It is recommended to avoid using grouping as much as possible in the report. It can cause some missing value of the grouping columns in the report.