Connect Data from Salesforce to Qlik
You can get your Salesforce data into Qlik to make more informed business decisions. This simple and quick guide gives you easy instructions on how you can extract your data from Salesforce and then analyze it in Qlik. Our Salesforce to Qlik connector allows you to access your Salesforce data so you can easily manage various media objects, view metadata, and comments, and get reliable insights and metrics, such as reach, impressions, follower-like ratio, and likes. Integrate your Salesforce with Qlik to turn your Salesforce data into actionable insights.
Salesforce is a popular customer relationship management (CRM) software that lets businesses manage customer complaints and queries, and stay in touch with all their customers using effective email campaigns. Salesforce is a Software as a Service (SaaS) platform. The tool helps you create a customized solution as per your specific business requirements and preferences.
Salesforce has expanded rapidly from just a CRM platform and offers a multitude of different products. Salesforce is incredibly customizable and has several integration functionalities that you will like. Companies use the software to do everything from team collaboration to managing account planning.
Qlik is a business intelligence platform that provides simple end-to-end data management as well as real-time artificial intelligence analytics. Qlik is great as it has a number of powerful tools for Facebook Ads data, such as Qlik Sense and Qlik View. Qlick’s features also include embedded data analytics and developer and high-quality data integration platforms. You can use Qlick to combine all your Facebook Ads data, create custom applications, and share your business insights easily with your different teams on any device.
Before loading your data into Qlik, you will have to prep it first. If you don't already have a data structure in which to store the data you retrieve, you'll have to create a schema for your data tables. Then, for each value in the response, you'll need to identify a predefined datatype (INTEGER, DATETIME, etc.) and build a table that can receive them.
Salesforce documentation should tell you what fields are provided by each endpoint, along with their corresponding datatypes. Complicating things is the fact that the records retrieved from the source may not always be "flat" – some of the objects may actually be lists.
In these cases you'll likely have to create additional tables to capture the unpredictable cardinality in each record.
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Note that Salesforce provides several APIs for its different products that can easily deliver data on leads, accounts, tasks, and more. Users can easily find a list of useful APIs on one of Salesforce's helpdesk posts with directions on how and when to use each API. And by going through that post, you will get a good idea of which API will make the most sense for your specific use case. We will use the company’s REST API with Salesforce Object Query Language (SOQL), but keep in mind that the same data is also available using some other protocols.
You can easily add data by clicking on Add data within the Data manager. You have the option to select data from various connections, such as a database, or a folder containing your data files.
Note that when you are adding data from any new data source using Connect my data, then a connection to your data source is swiftly created in Connections, which makes it easier and quicker to add more.
You have to take the following steps:
- Click on Add data
- Click on Connections
- Select the connection you want to use.
- Now select the specific data source that you would like to add data from.
For example, for file-based data sources, you can select a data file.
- Then choose the tables and fields that you want to load.
- Click on load data and finish in order to load your added data into the app.
If you are using QlikView note that it uses a load script in order to connect to as well as retrieve your data from numerous data sources. When you execute the script, QlikView will identify common fields from the tables to associate your data. You can see the resulting data structure of your data in the document within the table viewer.
You can execute the script simply by clicking on the Reload button. When you execute the script, the Select fields dialog will open. From here you can easily choose the fields that you want to display in list boxes in QlikView. Once your data is loaded into QlikView, it’s stored in the document.
Keeping data up to date
If you've made it this far, congrats! You probably have a written a program or script to extract your data and move it into Qlik.
Now it's time to think about how you will keep this data up-to-date by loading updated or new data. Of course, you can just replicate all your data every time you have updated your records, but that would be extremely manual and time-consuming.
Luckily there is a better way. The key is building your script so that it can sense incremental updates made to the data.
Thankfully, Salesforce’s API results include fields so that you can identify those records which are new since the last update you made (or since the most recent record you have copied). Once you have taken new data into consideration, you can easily set your script either as a continuous loop or cron job to pull down new data as soon as it appears.
And keep in mind that, as with most codes, once you write it, you will need to maintain it. In case Salesforce changes its API, or if the API sends a field containing a data type that your code does not recognize, you might have to change the script.
The Easiest And Fastest Way To Do It
If all this sounds a bit overwhelming, don't worry -- there is an easier way to get this done!
Thankfully, products like Improvado were developed to move data from Salesforce to Qlik automatically. Using Improvado, you can easily combine the most crucial and relevant data from your ad campaign into a dashboard. You can then connect this data to Qlik.