Connecting to Salesforce

[Keith Word]

Does anyone have experience with the following:

 

Connecting to Salesforce

Integrating Spotfire visualization in Salesforce.

 

I am attempting to use Spotfire to generate interactive dashboards. In the past, we have done the same thing using Tableau Server. We are researching whether we can accomplish the same using Spotfire. Please comment and provide direction if possible.

Thanks.

[Heleen Snelting]

Hi Keith,

 

Starting with the Spotfire 7.5 release you can connect directly from Spotfire to SalesForce which means that your reports will automatically get updated with the latest SalesForce data. With the new Salesforce.com connector, it is now possible to load data from both reports and data tables on Salesforce.com into Spotfire for further analysis. In your dxp you can also put direct live links to the relevant opportunities in SalesForce if any editing in the SalesForce data is required. 

 

See page 36 of 'What's New in Spotfire 7.5'

 

And one more thing that might be good to know: The TIBCO Spotfire ODBC Driver for Salesforce.com 1.2.2 is included in TIBCO Spotfire Drivers (1.2.0 and higher), which is available for download on the TIBCO eDelivery site (edelivery.tibco.com). Cloud Workgroup users that need access to this driver can download it from the Spotfire Cloud site, on the "Downloads" page. NOTE: The driver must be installed on the machine running the data connector.

 

Find the latest info on the various info here in the official documentation: (latest info here http://support.spotfire.com/sr_spotfire_dataconnectors.asp#salesforce)

 

On your second question, technically Spotfire visualizations can be embedded in a Web Site. But to give you a more precise and confirmative answer you should share more details on exactly what you are trying to achieve by doing this, requirements etc. 

 

Hope that helps!

[Keith Word]

Can you add a direct link for TIBCO Spotfire Drivers (1.2.0 and higher).  The highest that I am able to see on the edelivery site is 1.1.

 

 

[Amith Shashi 2]

Hi Keith -  

 

Were you able to find a solution for "Integrating Spotfire visualization in Salesforce". If you did find solution can you please share the details. 

 

 

 

Thanks,

 

Amith 

[Josh Patel 3]

Is there a way to get around the 2000 row limit with SalesForce reports. This is really a Salesforce API limitation, but curious if there is a good approach to get all the rows.

 

Thanks!

 

Josh

 

 

[Jim Berry 2]

I am running into the same issue.   is there a way around this or do I need to recreate the query using the Salesforce tables

[Josh Patel 3]

I ended up using Tibco Spotfire Statistics Services (TSSS)....the RForcecom CRAN package with open-source R .

 

This worked quite nicely...you can create custom SOQL with parameters.

 

 

 

 

 

 

[Priyanka Singh 4]

Hi Keith,

 

I need to implement same thing in one of my projects.How did you show salesforce reports in spotfire visuals.Also tell me how did you do it using tabelau.Please reply

[Thomas Blomberg]

I just uploaded a video to demonstrate how easy it is to analyze Salesforce tables and reports in Spotfire 7.14 and later:

 

https://community.spotfire.com/wiki/salesforce-analytics-tibco-spotfire

[Dave Williams 2]

Does anyone have a solution to define filter constraints on a SF connection

 

I expect we should be able to directly entry SF SOQL like we do for other connections. My initial approach was to use an on-demand attribute input to define a value as equal.

 

e.g. Status = ACTIVE

 

What I am not able to resolve is to how to change the input condition for LIKE or != or >/<

 

e.g. Select c.Name FROM Contact c WHERE c.Created != NULL or c.Name FROM Contact c WHERE c.Created >'2018-01-01'

 

Or

 

How to build a parent child query.

 

e.g. select Name, (select IsClosed, CaseNumber, Subject from Account.Cases C where IsClosed = false) from Account A where Id IN (select AccountID from Case where IsClosed = false)

[Vaishali Mehta]

Hi Heleen,

 

This is regarding the second question asked by keith. We have this requirement of showing spotfire dashboards into salesforce. Is it possible to achieve

 

 

[Vaishali Mehta]

Hi Keith,

 

Have you found any solution for point 2 that is , Integrating Spotfire visualization in Salesforce. We have a requirement to view the dashboards created using spotfire within salesforce platform. Is it feasible

 

Please share your experience on this. Thank you in advance. 

[Thomas Blomberg]

Connecting to Salesforce

Spotfire data connectors supporta wide range of data sources, including Salesforce.

The Spotfire Connector for Salesforce used to be based on an ODBC driver but since Spotfire 7.14 it's using Salesforce APIs and no longer requires a driver.

Below are some useful links for how to work with the Salesforce connector:

 

The Salesforce section in the what's new in Spotfire 7.14 article

Salesforce connector documentation

System requirements

 

Integrating Spotfire visualization in Salesforce

Embedding Spotfire visualizations in other web pages and tools is very common. Below are some resources:

 

 

TIBCO Spotfire JavaScript API Overview

 

 

Mashup Example With Multiple Views Using TIBCO Spotfire JavaScript API

 

 

A JavaScript extension for interactive Spotfire Mashups

 

 

How To Embed A Spotfire Visualization In A Website(YouTube)

 

 

Spotfire Javascript Mashup API and Technique to Display a Single Visual from a Page(YouTube)

[Vaishali Mehta 2]

Hi Thomas,I have tried this solution (

), however the webpage doesn't display the visualization, instead a blank page is being shown. Below is the html code i have written:<html>

      <head>

          <script type="text/javascript"

        src="https://spotfire-next.cloud.tibco.com/spotfire/wp/GetJavaScriptApi.ashxVersion=7.5 ">

        </script>

          <script>

              var c_serverUrl = "https://spotfire-next.cloud.tibco.com/spotfire/wp/";

              var c_analysisPath = "/Users/yeln42vwbcvlnvv2x4thwgkvxkgbqat3/Public/MedPerf-7-5";

              var c_parameters = "";

              var customization = new spotfire.webPlayer.Customization();

              

              var app;

              

              var c_reloadAnalysisInstance = false;

              

              window.onload = function() {

                  app = new spotfire.webPlayer.Application(c_serverUrl, customization, c_analysisPath, c_parameters, c_reloadAnalysisInstance);

                  customization.showDodPanel = false;

                  customization.showStatusBar = true;

                  customization.showToolBar = true;

                  customization.showPageNavigation = true;

                  customization.showClose =false;

                  customization.showAnalysisInfo = true;

                  customization.showExportFile = true;

                  customization.showExportVisualization = true;

                  customization.showUndoRedo = true;

                  customization.showFilterPane; = true;

                  

                  var viewOne = app.openDocument("demoViz", "Key", customization);

              }

          </script>

      </head>

      <body>

          <div id="demoViz"> </div>

      </body>

  </html>

Request you to please see if i am missing something. Thank you in advance.Regards,Vaishali Mehta 

[Vaishali Mehta 2]

.

[Magnus Rylander]

HiVaishali,

Your code has a typo on this line:

customization.showFilterPane; = true;It should be:

customization.showFilterPanel = true;

A tip is to use the Browser's developer tool, which usually catches this kind of issues.

Regards,

Magnus