Salesforce SFDC

• Go to the data page
• Click the "New data source" button at the top
• Select Salesforce
• Click New Connection and follow the instructions

The following steps are only necessary if you want to import Salesforce reports. Please note that Causal only supports tabular reports.

• Open Salesforce
• From Setup, enter ”App Manager” in the Quick Find box, and select App Manager.
• Click New Connected App at the top right.
• Enter the Connected App Name, API Name and Contact Email

• Enable OAuth Settings, enter the callback URL https:// and select the scope Access Connect REST API resources (chatter_api)

• Save the App
• Keep note of the the Consumer Key and Consumer Secret from the "API (Enable OAuth Settings)" section
• Go to the App Manager, find the App you just created and click Manage in the dropdown at the right
• Click the Edit Policies Button
• Select Relax IP restrictions and save the changes

Please send the following to your Causal point-of-contact:

• Consumer Key
• Consumer Secret
• The Report IDs