In MicroStrategy 10.x, users can import reports or entire modules from third-party Salesforce accounts to build MicroStrategy reports, visualizations, and dashboards via the Data Import tool. To import data from a Salesforce account, certain connectivity settings must be configured. In addition, MicroStrategy Web version 10.x uses a different Salesforce API to interact with Salesforce accounts than previous versions of Web. This API requires that the Salesforce account is a developer account. Follow the steps below to enable Salesforce connectivity through MicroStrategy Web.
Note: The steps in this article apply only to MicroStrategy Web 10.x. To configure Salesforce for use with MicroStrategy Web 9.3.x – 9.5.x, refer to TN42459.
- A developer account in Salesforce
- MicroStrategy Web must be accessible via HTTPS
STEPS TO CONNECT TO SALESFORCE
Configuring the Salesforce account
- Log into the users Salesforce developer account through https://login.salesforce.com
- In the Salesforce account, add MicroStrategy Web as a connected app.
- Navigate to Manage Users > Permission Sets > new > System Permissions and set the permission of the MicroStrategy Web connected app to API Enabled.
- In the MicroStrategy Web connected app settings, set the Callback URL and grant all available OAuth Scopes, like shown below:
The Callback URL takes the following syntax:
- After the MicroStrategy Web connected app is created, record the Consumer Key and Consumer Secret. This will be needed later.
Configuring MicroStrategy Web
- Access MicroStrategy Web through HTTPS and login as an Administrator user to the project where the user wants to import Salesforce reports.
- Select Add External Data.
- Hover over Salesforce Reports and click on Set OAuth Parameters, like shown below:
- Set the Callback URL, the Client ID, and the Client Secret. Enter the Callback URL saved in step 4 of Configuring the Salesforceaccount into the Callback URL field. Next, enter the Consumer Key retrieved from step 5 into the Client ID field. Finally, enter the Consumer Secret into the Client Secret field.
- Now all users that have the Data Import privilege will be able to access this particular Salesforce account through MicroStrategy Web.
- Back in the Add External Data window, select Salesforce Reports. Users without an existing session to Salesforce will be prompted to login with the right Salesforce credentials, like shown below (make sure pop-up blockers are disabled or an appropriate exception has been made):
- Upon login, users will be able to browse for Salesforce reports they would like to import into MicroStrategy Web.