Arcwise Documentation
Español
Español
  • 👋¡Bienvenido a Arcwise!
  • 📘Configuración de Arcwise
    • ⚙️Gestión de Usuarios y Roles
    • 🌐Añadir a Google Workspace
    • 🔌Conectar el Almacén de Datos
      • 📫Dirección IP Fija de Arcwise
      • ❄️Snowflake
      • 🔍BigQuery
      • 🐘Postgres
      • 🧱Databricks
      • 🪶Athena
      • 🪣S3
    • 💻Conexión de Herramientas de Datos
      • 🎆Conéctate a dbt
      • 🔎Conéctate a Looker
    • 📜Registro de Auditoría
    • ☁️Integraciones
      • Descripción General
      • Hubspot
      • Salesforce
    • ❔FAQ
  • 🔐Errores de Inicio de Sesión de Google
  • 📜Registro de Cambios del Producto
  • Conectando Datos
    • ✨Conectando Datos
    • 💿Almacén de Datos
    • ⬆️Subir Archivos CSV
    • 🔨Importar Datos de Otras Herramientas
    • 🤖Selección de Datos de Hoja de Cálculo Para Análisis de AI
  • Usando Arcwise en Google Sheets
    • ▶️Datos Conectados de Arcwise
      • Agregar Columnas
      • Filtración
      • Clasificación
    • 🗃️Trabajar con Grandes Datos
    • 🧪Usar Fórmulas en Hojas
    • 🟰Fórmulas Admitidas
    • 📊Tablas Dinamicas
    • 📉Crear Visualizaciones Manuales
  • Usando Arcwise IA
    • 🤖Descripción General del Analista IA
    • 📂Obtener Datos Usando IA
    • 📈Creando un Visual
    • 💡Generando una Visión
    • 📃Uso de IA en Datos de Hojas de Cálculo
Powered by GitBook
On this page
  • Connecting to Salesforce
  • Connecting to Salesforce objects and reports
  1. Configuración de Arcwise
  2. Integraciones

Salesforce

PreviousHubspotNextFAQ

Connecting to Salesforce

  1. Go to and click the "+ Create" button.

  2. Select "Salesforce" from the dropdown.

  3. Select a data warehouse (where Arcwise will store snapshots). See for more information. You can also connect an S3 bucket.

    1. For the "Destination schema", the easiest option is to use the snapshot schema linked to the warehouse (e.g. _arcwise_snapshots. Warning: this may be case-sensitive!). You can also create a new schema if it's preferable.

  4. Click the "Log in with Salesforce" button and enter your Salesforce login details. It may take a few minutes to sync the available set of tables.

  1. Once the list of available tables appears, use the checkboxes to select which Salesforce objects should be available to connect through the Arcwise addon. Scroll down and click "Save" when finished.

Connecting to Salesforce objects and reports

Once connected, you should be able to access the "Integrations" tab from the Connect Data dialog and see the list of tables enabled above:

You can also paste a link to a Salesforce report to import it. The report must be in tabular form - avoid using aggregations & groupings (these will not be imported.)

📘
☁️
https://admin.arcwise.app/#/api_connections
Overview
You can refer to Salesforce's .
official documentation about each object