Salesforce plugin
Visit our website to see the data that you can access if you use this plugin to add the data source to SquaredUp:
Index accounts and their owners from Salesforce and get access to data via SOQL (Salesforce Object Query Language) queries.
How to add a Salesforce data source
To add a data source click on the + next to Data Sources on the left-hand menu in SquaredUp. Search for the data source and click on it to open the Configure data source page.
Display Name:
Enter a name for your data source. This helps you to identify this data source in the list of your data sources.
Connected App Consumer Key:
The Consumer Key of the Connected App you're using. You can find it in Salesforce, in the App Manager area of the Connected App. If you need help creating a Connected App, please refer to the Salesforce documentation: Salesforce: Create a Connected App
When creating a new Connected App in Salesforce, it can take 20-30 minutes before the Consumer Key becomes active for API usage. This may cause the provider to fail to authorize. If this happens, wait 10 minutes and then try again.
Connected App Consumer Secret:
The Consumer Secret of your Connected App. You can find it in Salesforce, in the App Manager area of the Connected App.
Login Account Username:
Enter the username for your Salesforce account. The user must have access to the data in Salesforce that you want to use in SquaredUp.
Accounts with multi-factor authentication enabled are not supported.
Login Account Password:
Enter the password for your Salesforce account.
Additional Account Fields:
Specify any custom additional account fields that you wish to include in account objects. Additional account fields must be provided in a comma-separated list. You can add any fields here that you use in Salesforce, for example:
Domain_c
.Additional User Fields:
Specify any custom additional user fields that you wish to include in user objects. Additional user fields must be provided in a comma-separated list. You can add any fields here that you use in Salesforce, for example:
CompanyName
.Optionally, select whether you would like to restrict access to this data source instance. By default, restricted access is set to off.
Restrict access to this data source
The term data source here really means data source instance. For example, a user may configure two instances of the AWS data source, one for their development environment and one for production. In that case, each data source instance has its own access control settings.
By default, Restrict access to this data source is set to off. The data source can be viewed, edited and administered by anyone. If you would like to control who has access to this data source, switch Restrict access to this data source to on.
Use the Restrict access to this data source dropdown to control who has access to the workspace:
By default, the user setting the permissions for the data source will be given Full Control and the Everyone group will be given Link to workspace permissions.
Tailor access to the data source, as required, by selecting individual users or user groups from the dropdown and giving them Link to workspace or Full Control permissions.
If the user is not available from the dropdown, you are able to invite them to the data source by typing in their email address and then clicking Add. The new user will then receive an email inviting them to create an account on SquaredUp. Once the account has been created, they will gain access to the organization.
At least one user or group must be given Full Control.
Admin users can edit the configuration, modify the Access Control List (ACL) and delete the data source, regardless of the ACL chosen.
Data source access levels
Access Level:
Link to workspace
- User can link the data source to any workspace they have at least Editor permissions for.
- Data from the data source can then be viewed by anyone with any access to the workspace.
User can share the data source data with anyone they want.
User cannot configure the data source in any way, or delete it.
Full Control - User can change the data source configuration, ACL, and delete the data source.
See Access control for more information.
Click Test and add to validate the data source configuration.
Testing outcomes
Testing passed – a success message will be displayed and then the configuration will be saved.
Testing passed with warnings – warnings will be listed and potential fixes suggested. You can still use the data source with warnings. Select Save with warnings if you believe that you can still use the data source as required with the warnings listed. Alternatively, address the issues listed and then select Rerun tests to validate the data source configuration again. If the validation now passes, click Save.
Testing Failed – errors will be listed and potential fixes suggested. You cannot use the data source with errors. You are able to select Save with errors if you believe that a system outside of SquaredUp is causing the error that you need to fix. Alternatively, address the issues listed and then select Rerun tests to validate the data source configuration again. If the validation now passes, click Save.
You can edit any data source configurations at any time from Settings > Data Sources.
You can also add a data source from Settings > Data Sources > Add data source, but sample dashboards are not added when using this method.
Using the Salesforce data streams

Data streams standardize data from all the different shapes and formats your tools use into a straightforward tabular format. While creating a tile you can tweak data streams by grouping or aggregating specific columns. Depending on the kind of data, SquaredUp will automatically suggest how to visualize the result, for example as a table or line graph.
Data streams can be either global or scoped:
Global data streams are unscoped and return information of a general nature (e.g. "Get the current number of unused hosts").
A scoped data stream gets information relevant to the specific set objects supplied in the tile scope (e.g. "Get the current session count for these hosts").
Data streams are installed with this data source.
How to create a data stream for this data source:
Create a data stream using the configurable data stream, see Custom SOQL Query
Using configurable data streams with the Salesforce data source

A configurable data stream allows you to easily create new data streams specific to your needs, by entering information into a form, such as metric names or queries. Configurable data streams have a cog icon next to their name in the tile editor.
Any data stream you create can be edited by clicking the edit button (pencil) next to it in the tile editor, and also from Settings > Advanced > Data Streams.
Custom SOQL Query
The Salesforce data source allows you to set up configurable data streams for any kind of SOQL query. If you need help using SOQL, please refer to the Salesforce documentation: Salesforce: Salesforce Object Query Language (SOQL).
In the tile editor, filter by the Salesforce data source, select Custom SOQL Query from the data stream list and then click Next.
Select the objects that you want to query.
Query:
Enter a SOQL query.
Click Save.

A mustache parameter is a dynamic value, the actual value will be inserted to replace the field in curly braces. For example, {{timeframe.start}}
will insert the start time based on the timeframe configured within the tile, or {{name}}
will insert the name of the object(s) in scope.
This data stream supplies scoped objects individually for mustache parameters. When there are multiple objects in scope this data source will send the query multiple times, once for each object. The results are then displayed together, for example in a single table.
You can use properties of objects and write them in between curly braces e.g {{name}}
to use them as mustache parameters. Whenever you use mustache parameters, you need to use a scope of objects that contain the property you're referencing.
For example, if objects of type "host" have a property called name
, you can use {{name}}
. This will resolve {{name}}
to the value of the name property of the different "host" objects used in the scope.