Here's how to build a custom metric pulling from Salesforce into Grow.
Pulling an existing Salesforce report
You can pull Salesforce data in from saved reports by Salesforce and from your own custom saved reports. For your own saved reports, check out this help article.
To pull a generic Salesforce report, log in to your Grow account and click Add Metric.
Next, select Salesforce from the data source list. If you have not connected your Salesforce account, click the blue Connect button and do so.
Once your account is connected, select the "Salesforce Custom Metric."
Select "Reports" from the dropdown menu, then begin typing the name of the Report or Table. Grow will automatically fill in matching results.
You will need to choose columns and a date range before clicking the blue Connect button.
Double check that your data looks correct. If it does, click Continue and build your metrics.
NOTE: When Grow pulls from a Salesforce report it uses the time frame or date range that you have selected for that report in Salesforce. So if your report was for set for Jan 1st - Jan 10th, it will always pull from that set date.
If you want the report to always be current, you would need to build the report that way in Salesforce.
Using SOQL to pull data
If you want to use SOQL to pull your Salesforce data into Grow, here's how you do it:
First, start building your metric by connecting your Salesforce account, then selecting custom metric.
From the drop-down menu, select "Write SOQL" from the dropdown menu. Next, write your SOQL query (see notes below), then click the blue Connect button at the bottom of the page.
If the data looks right, click "Continue" and have fun building out your metrics.
SOQL is Salesforce's specific query language. For more info on the SOQL language, see SOQL documentation.
These date parameters and more are compatible with SOQL:
You can find what other date parameters are compatible on the SOQL documentation.
Questions about using Salesforce? Email us at firstname.lastname@example.org or chat in on the site.