# Salesforce

You can quickly import data from your Salesforce into Exploratory.

## 1. Open Salesforce Import dialog

Select 'Cloud Apps Data' from Add New Data Frame menu.

![](https://2850417076-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M4HLCK3olgduYoe3RVS%2F-M4oMvCUDQwHTJ0eWi_f%2F-M4oN0X39XzG_qmQv2-F%2Fimport-cloudapps.png?generation=1586795454579146\&alt=media)

Click Snowflake to select.

![](https://2850417076-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M4HLCK3olgduYoe3RVS%2Fsync%2F353828861453dd466c5c391f4e76c26db1664df5.png?generation=1622224263354999\&alt=media)

If this is your first time to use Salesforce for the first time, below Dialog shows up.

![](https://2850417076-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M4HLCK3olgduYoe3RVS%2Fsync%2F5ca36f733a62972dd789b1cb67eb80521f7c772b.png?generation=1623914923084769\&alt=media)

## 2. Preview and Import

Click "Run" button to see the data back from Salesforce. You can add filters to limit your query results.

![](https://2850417076-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M4HLCK3olgduYoe3RVS%2Fsync%2Fe5b0f338f564fd6a8c0143fc7bd45b10b2c62415.png?generation=1623914148433779\&alt=media)

## 3. Using Parameters inside Filters.

First, click the Add Filter Button.

![](https://2850417076-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M4HLCK3olgduYoe3RVS%2Fsync%2Fc5abe4be44486fd561fa9a5d5afa8d9e45673056.png?generation=1623914148847438\&alt=media)

Click the Create Parameter button.

![](https://2850417076-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M4HLCK3olgduYoe3RVS%2Fsync%2F47e54f2415debc2882e1266390fe4fe6aeeffa83.png?generation=1623914149273383\&alt=media)

Then define a parameter and click Save button.

![](https://2850417076-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M4HLCK3olgduYoe3RVS%2Fsync%2Fb18f05e30842e5cb9d6164ed0ce9af51cc5b59e4.png?generation=1622224263851478\&alt=media)

Finally, you can select the parameter for the filter like below.

![](https://2850417076-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M4HLCK3olgduYoe3RVS%2Fsync%2Fb98bb2060ac465b98fe8f53b7cda80c4cd453450.png?generation=1623914149017402\&alt=media)

Click the Parameter link to open the parameter pane.

![](https://2850417076-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M4HLCK3olgduYoe3RVS%2Fsync%2Fdbf42cd40b0338288ea6b0ec03271b9a066dfb67.png?generation=1623914148818214\&alt=media)

Select the parameter value and click the Run button, then you can previewed the data filtered by the parameter.

![](https://2850417076-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M4HLCK3olgduYoe3RVS%2Fsync%2Fc0ef4e366493cc21ab2e8df564020cf8d318a486.png?generation=1623914148762887\&alt=media)

If it looks ok, then you can click 'Save' to import the data into Exploratory.

## 4 Restriction

To use Salesforce Data Source, your Salesforce edition needs to be one of the followings:

* Enterprise Edition
* Unlimited Edition
* Developer Edition
* Performance Edition

[Salesforce editions with API access](https://help.salesforce.com/articleView?id=000326486\&type=1\&mode=1)
