Connection overview
Cube uses the Salesforce API to pull data in from Salesforce and Salesforce-native connections such as Certinia or Accounting Seed. The data is pulled via one or more SOQL queries that outline which fields and objects to pull in data for.
Authentication instructions
Connecting to Salesforce requires the following information:
- Username - the user’s email address
- Password - the user’s actual password plus a security token. The expected format is <password><security token> (with no space between). See the security token section below for more information.
- SOQL query or queries for the data to pull into Cube
Security token
A security token is used when authenticating through the API. It's a generated key from Salesforce that is attached to the end of your password. For example, if a user’s password is mypassword and the security token is XXXXXXXXXX, the user enters mypasswordXXXXXXXXXX to log in. If you are unsure what your security token is, you can reset it using the instructions at the Salesforce Help and Training Community.
If you are currently using this security token in other integrations, resetting it may cause those connections to break.
Learn more about security tokens from Salesforce.
SOQL queries
Cube will also need the SOQL query that pulls the data you'd like to use in Cube. Numerous SOQL queries can be provided, and we'll need the following information for each one:
- A date to correlate it with the proper Time dimension in Cube
- A numeric value which will be brought into Cube for analysis
Frequently asked questions
Do I need to create a new license for Cube to set up a username/password, or can I use an existing one?
You do not need to create a new license, but we recommend using an integration user or a pseudo-user specifically for Salesforce connections. This helps prevent connectivity issues in the event the connected employee leaves the company or changes their password.
Can the Cube connection work with Salesforce Government Cloud (GovCloud)?
Yes, the license used to setup the connection would need the appropriate permissions applied.