- MBI User Guide Overview
- MBI Introduction
- Getting Started
- Administrator
- Analyze Data
- Data Analyst
- Data Warehouse Manager
- Introduction
- Advanced Calculated Column Types
- Building Google Ecommerce dimensions
- Calculated Column Types
- Configuring Replication Methods
- Configuring Data Rechecks
- Changing a metric’s operational table
- Creating and Using Data Warehouse Views
- Creating / Deleting paths for calculated columns
- Creating / Using a SQL Calculated Column
- Creating calculated columns
- Data and Updates Information
- Guest orders
- How Commerce Stores Data
- Entity Relationship Diagrams
- Managing data dimensions in metrics
- MongoDB data modeling guide
- Replicating Google Analytics channels
- Standardizing data with mapping tables
- Translating SQL queries into MBI reports
- Understanding and Evaluating Table Relationships
- Using the Date Difference Calculated
- Using Dashboard Wide Filtering
- Using the Event Number Calculated Column
- Using the Sequential Comparison Calculated Column
- Common Commerce Tables
- SQL Report Builder
- Using the Cohort Report Builder
- Using the Cohort Report Builder for Non-Date Based Cohorts
- Creating a qualitative cohort analysis
- Explore special filter operators
- Export the results of my query
- Using Formulas in the Report Builder
- Create Google Analytics charts
- Importance of the Lifetime Revenue Cohort Analysis
- Ordering data using the Show Top/Bottom feature
- Using the SQL Report Builder
- First purchase report
- Understanding the Repeat Order Probability Report
- Auditing Metrics using the SQL Report Builder
- Differences in Columns Between SQL and Data Warehouse Manager
- Connecting Data
- SaaS Integrations
- SaaS Integrations
- Understand Results Between Database and SQL Editor
- Connecting Adobe Analytics
- Expected Adobe Analytics Data
- Connecting Facebook Ads
- Expected Facebook Ads data
- Connecting Google Adwords
- Expected Google Adword data
- Auditing Google Adwords data
- Connecting Google Analytics Warehoused
- Expected Google Analytics Warehoused Data
- Connecting Google Analytics
- Expected Google Analytics data
- Connecting Google ECommerce
- Expected Google ECommerce data
- Connecting Mixpanel
- Expected Mixpanel data
- Data Validation in Mixpanel
- Connecting PrestaShop
- Connecting Quickbooks
- Expected Quickbooks data
- Connecting Salesforce
- Expected Salesforce data
- Connecting Spree
- Expected Spree Data
- Connecting Stripe
- Expected Stripe data
- Connecting WooCommerce
- Connecting Zendesk
- Expected Zendesk data
- Analyzing Zendesk data
- Auditing Zendesk data
- Database Integrations
- Connecting Amazon RDS
- Connecting Databases via VPN
- Connect Your MySQL Database to MBI
- Connecting Commerce
- Expected Commerce Data
- Connecting Microsoft SQL Server
- Connecting MongoDB via SSH Tunnel
- Connecting MySQL via a direct connection
- Connecting MySQL via cPanel
- Connecting MySQL via SSH Tunnel
- Connecting PostgreSQ
- Analyze Campaigns
- Analyze Customers
- Calculating Commerce churn rates
- Defining customer concentration
- Defining customer churn
- Expected Lifetime Value (LTV) analysis (basic)
- Expected Lifetime Value (LTV) analysis (advanced)
- Track User Acquisition Source Data Overview
- Track User Device and Browser Data in your Database
- Analyzing customer repurchasing behavior
- Analyzing Website Activity and Customer Conversion Rates
- Recency, frequency, monetary (RFM) analysis
- Analyze Business Performance
- Tracking goals against actual metrics
- Analyzing returned orders
- Year-over-year, month-over-month, week-over-week
- Analyzing holiday season performance
- Analyzing repeat probability decay and churn
- Understanding and building a basic analytics
- Identifying your most valuable marketing sources and channels
- Understanding Google Analytics UTM attribution
- Analyzing inventory levels
- Reporting a retail calendar
- Forecasting
- Build Reports and Share Data
- Data User
- Reports
- Dashboards
- Create Dashboards
- Out-of-the-box dashboards
- Dashboard Pro
- Importing charts from another user
- Permanently deleting a chart
- Using Dashboard Groups
- Managing Dashboards
- Deleting Dashboards
- Renaming Dashboards
- Setting a default Dashboard
- Adding charts to Dashboards
- Removing charts from Dashboards
- Sizing and arranging charts in a Dashboard
- Bulk-editing charts in Dashboards
- Cloning Dashboards
- Searching for Dashboards
- Sharing Dashboards with other users
- Sharing Dashboards organization-wide
- Accessing shared Dashboards
- Changing access to shared Dashboards
- Leaving (unsharing) a Dashboard
- Sharing Data
- Best Practices
- Working with Data
- Working with data
- UTM tagging in Google Analytics
- Formatting and Importing Financial Data
- Recommended Data Dimensions for Segmentation and Filtering
- Checking the Update Cycle Status
- Reducing Your Update Cycle Time
- Modifying Your Database to Support Incremental Replication
- Optimizing your Database for Analysis
- Optimizing Your SQL Queries
- Understanding your MBI Environment
- Project Organization
- Working with Dashboards
- Working with Data
- Tutorials
Connect Salesforce
NOTE
Requires Admin permissions.
Connecting your Salesforce data enables a range of analyses, from scoring and optimizing leads to hitting your goals for converted opportunities.
IMPORTANT
The Salesforce connector requires that you have Salesforce API access as part of your Salesforce subscription. Verify that this is enabled before getting started.
- To add the Salesforce integration to your account, navigate to the
Connectionspage under Manage Data > Connections. - Click Add a Data Source, located on the right side of the screen above the Data Sources table.
- Click the Salesforce icon.
- Click Connect to Salesforce.
- Enter your Salesforce credentials and click Login to Salesforce.
That is it! After your credentials are validated, Salesforce setup will be complete.
Related:
If you are a little more tech-savvy, the Salesforce API Documentation can be a useful resource for learning more about how Salesforce is integrated with MBI.
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