Salesforce

1. Click Self Service.
2. Click Connect.
   

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   Search Salesforce.

4. Click Salesforce.
   

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   Click Authorize.

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   Enter credentials.

7. Click Log In.
   

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   On successful authorization, Click Next.

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   Click the check box(es) to Select Tables.

10. Click the check box(es) to select columns.
11. Click preview.
12. Click Save.
    

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    Name the dataset.

14. Click OK.
    

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Note: Once you have chosen the tables needed to calculate the KPI for analysis requirements and saved the dataset, you can create the business model and dashboard. Instructions are available in the Self-Service section of the Lumenore User Manual.