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in10: How to start with GoodData for Salesforce

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Sales analytics is now easy with the new GoodData application. Learn how to get your Salesforce data to GoodData in ten slides.

Sales analytics is now easy with the new GoodData application. Learn how to get your Salesforce data to GoodData in ten slides.

Published in: Technology, Business

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  • Transcript

    • 1. in How to start10 with GoodData for Salesforce with Petr Olmer, GoodData Evangelist
    • 2. What is GoodData for Salesforce?sales analytics applicationfor Salesforce users instant visibility into your sales pipeline detailed out-of-the-box trending reports flexible and customizable solutionhistorical snapshotspredicted pipelinein10 with Petr Olmer: How to start with GoodData for Salesforce 2
    • 3. So what’s the first step?If you are new to GoodData, register yourself for the service first.If you are GoodData user already (you’re using GoodData for Zendesk, GoogleAnalytics or any other GoodData application), just create another project.Later in the process, you need to know your Salesforce credentials,including your security token.Without the token, no external application can access your Salesforce data.in10 with Petr Olmer: How to start with GoodData for Salesforce 3
    • 4. Salesforce Security Token?It’s hidden under Setup in your Salesforce.in10 with Petr Olmer: How to start with GoodData for Salesforce 4
    • 5. I’m not registeredfor GoodData yet...registration is quick and easyno strings attachedin10 with Petr Olmer: How to start with GoodData for Salesforce 5
    • 6. I’m a GoodData user already...just create a new project and select Sales Analyticsin10 with Petr Olmer: How to start with GoodData for Salesforce 6
    • 7. Grant access You need to know your Salesforce username, password, and security token.in10 with Petr Olmer: How to start with GoodData for Salesforce 7
    • 8. Select additional fields If you don’t have permissions to read the fields, you need to change it in Salesforce.in10 with Petr Olmer: How to start with GoodData for Salesforce 8
    • 9. And wait for your datain10 with Petr Olmer: How to start with GoodData for Salesforce 9
    • 10. Off you go...in10 with Petr Olmer: How to start with GoodData for Salesforce 10