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Integrate Salesforce Data

Would you like to explore your Salesforce data? Use a dataflow or the dataset builder to load it into a dataset. A dataflow is a set of instructions that specifies what data to extract from Salesforce objects or datasets, how to transform the datasets, and which datasets to make available for querying. You configure the dataflow in a .json file. The dataset builder is a point-and-click user interface that allows you to easily select and extract data from related Salesforce objects to create a single dataset

Dataflow

You can use a dataflow to break down barriers between disconnected data. Still have those spreadsheets with information that complements your Salesforce data? Use a dataflow to connect those two sources in the same dataset.

The dataflow can extracts data, transforms datsets, and then registers the datasets.

Dataflows also support transformations that let you create, transform, and optimize datasets for different kinds of analysis. For example, you can join two different datasets, pull existing datasets into the dataflow, and register datasets to make them available for querying. You can also set up security on datasets.

After you configure the dataflow, you upload it to Analytics Cloud and run it to create the datasets.

To create a dataset, you must download, edit, upload, and then run the dataflow.

The dataflow runs daily to keep data synchronized. Worried that your dashboard won’t contain the latest data for your 10 a.m. meeting? Don’t worry! You can also start a dataflow on demand to capture the latest data.

Dataset Builder

Use the dataset builder to create a single dataset based on data from one or more related Salesforce objects. With the dataset builder you simply point and click to identify and select related Salesforce objects.

For example, you can select the Case object to get case data. You can also select related objects Account, Contact, and Group to get the customer account, case contacts, and owners for each case. In addition, you can add the User object to get the owner of the customer account.
The dataset builder shows the Case, Account, Contact, Group, and User objects.
For each Salesforce object that you include, select the fields from which you want to extract data.
The Fields tab of the Select Fields dialog box shows all available fields from the Opportunity object.

After you select the data to include in the dataset, the dataset builder generates and appends the associated JSON to the dataflow definition file. The dataset is created the next time the dataflow runs. The data in the dataset refreshes each time the dataflow runs.