SalesForce Connector

[christian77]

Hi:

I`m trying to connect to a SalesForce. I´ve connected with the right connector downloaded from QlikTech. I get next message.

Does anybody knows why?

Thanks.

[#2 · Accepted solution]

What version of SalesForce are you using?

SalesForce allows API access in the Enterprise and Ultimate versions only. Also your SalesForce administrator needs to give you permission to access the API.

From the SalesForce user guide:

An organization's Salesforce administrator controls the availability of various features and views by configuring profiles and permission sets, and assigning users to them. To access the API (to issue calls and receive the call results), a user must be granted the “API Enabled” permission. Client applications can query or update only those objects and fields to which they have access via the permissions of the logged-in user.

[christian77]

Hi.

I'm trying to retrieve data from a Professional Edition.

Are you saying that it is not compatible with QlikView? Not even with a token?

Do you have any documentation or link for me to verify that, please?

I have to confirm that to a client and as you understand, I need to be 100% sure.

Thanks a lot.

[#4]

This is a SalesForce limitation, not a QlikView one. Look at Salesforce Pricing & Editions - Sales Cloud - Salesforce.com UK and you can see that "Integration via Web Services API" is only available in the upper two editions. The QlikView Connector uses the API and cannot gain access otherwise.

An alternative is to export data to csv and link QlikView to that.

[#5]

This is a SalesForce limitation, not a QlikView one. Look at Salesforce Pricing & Editions - Sales Cloud - Salesforce.com UK and you can see that "Integration via Web Services API" is only available in the upper two editions. The QlikView Connector uses the API and cannot gain access otherwise.

An alternative is to export data to csv and link QlikView to that.

[christian77]

Hi Kai.

How do you export to csv? I guess from SalesForce. Can we do that automatically?

I've downloaded an Excel connector and I managed to bring 6 or 7 fields, less than 1000 records. To bring a omplete table I had to slice it myself. Then I have to reload the excel first. Maybe with a .bat. 

I hope they don't kill the messenger.

Thanks for your help.

[#7]

You can either create a SalesForce report and export it manually at whatever intervals you need or create an automated weekly data dump: https://help.salesforce.com/apex/HTViewHelpDoc?id=admin_exportdata.htm&language=en

The data dump creates a zip that can contain multiple csv files. You can create a bat to automatically unzip the file. QlikView itself would have no issues consolidating/associating multiple files. A wildcard load may even work. I don't have admin access to our SalesForce system so can't test it I'm afraid.