Salesforce Data Stream Parameters

The Salesforce plugin provides configurable data streams to query Salesforce object data and metrics.

Each configurable data stream exposes a set of parameters that lets you filter the data you retrieve. The following information describes the available configurable data streams and their parameters in detail.

Opportunities

Parameter
Description
Filter by opportunity stages
Choose one or more stages to filter the results by.
Filter by opportunity types
Choose one or more types to filter the results by.
Filter by opportunity dates
Choose a compatible date/time field to filter the results by.
Calendar type
Choose which calendar year type to use. Choose from:
  • Calendar dates: The dashboard timeframe is applied without modification.
  • Fiscal dates: The dashboard timeframe is offset by your fiscal calendar.

SOQL Query

Parameter
Description
Salesforce SOQL
Enter a Salesforce Object Query Language (SOQL) query.

Tasks

Parameter
Description
Filter by task types
Choose one or more types to filter the results by.
Filter by task priorities
Choose one or more priorities to filter the results by.
Filter by task dates
Choose a compatible date/time field to filter the results by.
Calendar type
Choose which calendar year type to use. Choose from:
  • Calendar dates: The dashboard timeframe is applied without modification.
  • Fiscal dates: The dashboard timeframe is offset by your fiscal calendar.

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