Creating a Model from Salesforce Data
To create a model from Salesforce data, you specify the source data and how incoming
data should be mapped to model dimensions.
Context
Note
If your SAP Analytics Cloud system is hosted on a data center located within China, this feature is not
available.
Note
If you try to refresh the model data and the refresh token is expired, you can manually
update the connection with the new connection credentials for the data refresh to
work again.
Note
Importing Salesforce data into an existing model isn't supported.
Procedure
-
From the () Main
Menu, select .
-
Select .
Note
From the acquire data panel, select the
filter icon to narrow
down the number of data sources in the list. You can filter by data source
type or by category.
-
Type a name for your model.
-
Select your Salesforce connection or select Create New
Connection to create a new connection.
-
In the Select Data area, select User
Predefined Model or Define Query.
- User Predefined Model: A predefined selection of queries that are
useful to most Salesforce users.
- Define Query: Select a number of OData entities that are linked by
ID, and select specific properties from them. Select
Set to proceed.
-
Select a Source.
This is the list of user reports on Salesforce.com (SFDC).
-
Define the Metadata Mapping.
This shows how each dimension is mapped. Once you select a source in the
previous step, the metadata mapping is automatically defined. However, if you
prefer to use dimension names different from the ones used in the SFDC report,
you can edit the predefined names.
-
Select Import.
-
Save your model.