Creating a dataset from Salesforce - Amazon QuickSight

Creating a dataset from Salesforce

Use the following procedure to create a dataset by connecting to Salesforce and selecting a report or object to provide data.

To create a dataset using Salesforce from a report or object

  1. Check Data source quotas to make sure that your target report or object doesn't exceed data source quotas.

  2. On the Amazon QuickSight start page, choose Datasets.

  3. On the Datasets page, choose New dataset.

  4. In the FROM NEW DATA SOURCES section of the Create a Data Set page, choose the Salesforce icon.

  5. Enter a name for the data source and then choose Create data source.

  6. On the Salesforce login page, enter your Salesforce credentials.

  7. For Data elements: contain your data, choose Select and then choose either REPORT or OBJECT.

    Note

    Joined reports aren't supported as Amazon QuickSight data sources.

  8. Choose one of the following options:

    • To prepare the data before creating an analysis, choose Edit/Preview data to open data preparation. For more information about data preparation, see Preparing dataset examples.

    • Otherwise, choose a report or object and then choose Select.

  9. Choose one of the following options:

    • To create a dataset and an analysis using the data as-is, choose Visualize.

      Note

      If you don't have enough SPICE capacity, choose Edit/Preview data. In data preparation, you can remove fields from the dataset to decrease its size or apply a filter that reduces the number of rows returned. For more information about data preparation, see Preparing dataset examples.

    • To prepare the data before creating an analysis, choose Edit/Preview data to open data preparation for the selected report or object. For more information about data preparation, see Preparing dataset examples.