Strategy One

Import Data from a Salesforce Report

The Financial Force, Veeva CRM, and ServiceMax connectors connect to the content of their respective applications stored in Salesforce. Note that other content may exist. The following description solely addresses content stored in standard Force.com reports.

You can import data from a report stored on Salesforce.com into Strategy Workstation. You can connect to either a default instance or the Sandbox instance.

In addition to importing data directly from Salesforce.com reports, you can import data by creating a data source connection to Salesforce.com, then using a Freeform query, such as SQL, SOQL, or XQuery, to select your data. For steps to import data using a Freeform query, see Importing data from a database by typing a query.

Create an OAuth App in Salesforce

  1. Sign in to your Salesforce organization.

  2. Click Create apps and click New.

  3. Type an application name.

  4. Under Selected OAuth Scopes, add the following scopes:

    • Access chatbot services (chatbot_api)

    • Access Connect REST API resources (chatter_api)

    • Access content resources (content)

    • Access custom permissions (custom_permissions)

    • Access the identity URL service (id, profile, email, address, phone)

    • Access unique user identifiers (openid)

    • Manage Pardot services (pardot_api)

    • Manage user data via APIs (api)

    • Manage user data via Web browsers (web)

    • Perform ANSI SQL queries on Data Cloud data (cdp_query_api)

    • Perform requests at any time (refresh_token, offline_access)

    • Perform segmentation on Data Cloud data (cdp_segment_api)

  5. In Callback URL, add the Callback URL for Web, Library, or Workstation using the following formats:

    • Web redirect URI: https://<servername>/MicroStrategy/servlet/mstrWeb?evt=3172

    • Library redirect URI: https://<servername>/MicroStrategyLibrary/auth/DIOAuthRedirect.jsp

    • Workstation redirect URI: http://127.0.0.1

  6. In Consumer Key and Secret, copy the Consumer Key and Consumer Secret, which you will use to create your Salesforce data source.

Create a Salesforce Reports/Salesforce Reports Sandbox Data Source

Prior to Strategy (June 2026), you need to configure the Client ID and Client Secret that Salesforce provides in Strategy Web or configure the Client ID and Client Secret in Workstation. For more information, see Create an IAM Object with a Generic OAuth Type.

Starting in Strategy (June 2026), you can create multiple Salesforce Reports data sources.

Privileges

To create and edit authentication services, you must have the Configure security settings privilege.

To create and edit data sources, you must have the Create and edit database instances and connections privileges.

Create an Authentication Service in Workstation

  1. Open the Workstation window.

  2. In the Navigation pane, click , next to Enterprise Security.
  3. In Type, choose Gateway Authorization and click Next.
  4. Choose an Environment.
  5. From the identity provider drop-down, choose Salesforce.

  6. Enter the Client ID and Client Secret that you noted as Consumer Key and Consumer Secret above.

    The Library Web, Authoring Web, and Workstation URIs automatically populate.

  7. Click Save.

Create a Salesforce Data Source

Starting in Strategy (June 2026), you can create multiple Salesforce data sources.

  1. If you are using Library:

    1. Click Create New and choose Dashboard.

    2. Click New Data.

    3. Click Create a new data source.

  2. If you are using Workstation, click next to Data Sources.

  3. Choose Salesforce Reports.

  4. Type a Name and optional Description.

  5. Expand Default Database Connection and choose an existing database connection or click Add Database Connection and enter values in the required fields.

  6. To create a new database connection, choose the authentication service you created in Create an Authentication Service in Workstation or create a new one.

  7. Click Save.

Import Data

After you create a database role, you can import data.

  1. If you are using Workstation:

    1. Open the Workstation window.

    2. In the Navigation pane, click , next to Datasets.

    3. Select your environment and project.

    4. Choose Data Import Cube and click OK.

  2. If you are using Library, click Create New and choose Dashboard.

  3. Choose the Salesforce Reports database role.

    If this is your first time using the database role, a pop-up displays to login to Salesforce.

  4. If needed, sign in to your Salesforce account and allow Strategy to access your Salesforce data.

    Your Salesforce files display in the left pane.

  5. Expand folders to view their files.

  6. Drag the files you want to use to the right pane.

  7. To refresh the contents of your Salesforce account, click Refresh.

  8. If you need to access Salesforce files in a different account, hover over the Salesforce account under Services in Strategy, click Sign Out, and log in to the account.

  9. Click Prepare Data and make any necessary changes.

  10. Click Finish if you are adding a new dataset and go to the next step.

    or

    Click Update Dataset if you are editing an existing dataset and go to the next step.

Related Articles

To troubleshoot common errors when using the Salesforce connector, see KB485171.