Documentation 🔍︎
How to connect to Salesforce data
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Authenticate - Each platform will have its own way to get to the authentication screen. You will first be asked to log in using your Salesforce credentials.
Image: Salesforce credentials
Next you will ask to select the access for everythingData, please click Allow
Image: Select access
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Selecting Objects - After authentication, you will have the option to select one or more Salesforce objects to use with everythingData.
Image: Object access
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Select Dates - Returning data for a certain time period depend upon the platform you are using. However, for each platform it means the date in which the action was performed.
In Looker Studio, the default is 28 Days, but if you use our template the default date is a Year to Date.
Image: Change date in Looker Studio
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Select Fields - You can access hundres of objects from Salesforce. You can contact support for an explanation of all the available objects.