Dynamic Salesforce Sources in Klipfolio

9 May 2024 | 3 minutes of reading time

As a consulting firm specializing in implementing Klipfolio across various data sources, including Salesforce, we at i-spark are committed to optimizing data visualization and analysis for our clients. This guide provides insights into effectively integrating dynamic Salesforce sources within Klipfolio.

Understanding Dynamic Data Sources

Before delving into the technical aspects, it's essential to understand the concept of dynamic data sources in Klipfolio. Essentially, dynamic data sources allow you to change the request what data to get in a Klip when viewing a dashboard.

Utilizing Dynamic Variables

Dynamic data sources enable users to create more versatile dashboards that adapt to changing needs and contexts. Dynamic data sources can be created by setting variables.

These variables determine which data is shown in a Klip. The data shown is based on the selection in a user input control or based on a property that belongs to the user for example. By using dynamic data resources, users can create more interactive and personalised dashboards tailored to specific use cases.

Setting Up the Connection

The first step in making dynamic Salesforce sources in Klipfolio is establishing a connection between the two platforms. Klipfolio provides a straightforward process for connecting to Salesforce, requiring authentication via Salesforce credentials or OAuth. After logging in, you are able to access your salesforce data.

Creating the Salesforce Data source using SOQL Query Mode

The next step is creating a Salesforce data source. You have to create the data source using the Advanced SOQL Query Mode. You cannot use the Query Parameter fields because you have to specify dynamic variables directly in the Query URL.

Dynamic variables are the key to making your Salesforce sources dynamic within Klipfolio. These variables are empty slots that can hold different values such as dates, IDs, or user inputs. The variables get filled when the user interacts with the dashboard or they get filled based on properties belonging to your user.

Modify the SOQL Query to include the dynamic variables. You will replace static values with placeholders that will populate with dynamic values at runtime.

A Practical Example

For instance, let's consider a scenario where you want to filter Salesforce data based on specific event names. In your Klipfolio dashboard, you can incorporate a dynamic variable {props.salesforce_event_name}. This variable corresponds to a dropdown menu where users can select different event names.

Dropdown in Klipfolio dashboard

However, it's important to note that variables in a Salesforce source cannot contain spaces. To address this limitation, we have discovered a solution. By wrapping the variable with URLENCODE, you ensure its functionality even when it includes spaces or special characters.

The SOQL Query in the Salesforce data source includes a WHERE clause that filters data based on the selected event name.

Salesforce data source with dynamic variable: {props.salesforce_event_name}

And there you have it – with this dynamic salesforce source, the dashboard can effortlessly filter based on event names, seamlessly adapting the displayed data to your specific selections.

Conclusion

Making use of dynamic Salesforce sources in Klipfolio opens up a world of possibilities for data visualization and analytics. With dynamic variables you can create dynamic dashboards that provide actionable insights and drive business success.

Whether you're a sales manager tracking pipeline performance, a marketing executive monitoring campaign metrics, or a service leader analyzing customer satisfaction, there will be several use cases that can be met by using dynamic sources.

So, why wait? Start using dynamic Salesforce sources in Klipfolio to improve your dashboards! Still having issues? No problem, send us a message. Happy to help.