> ## Documentation Index
> Fetch the complete documentation index at: https://domoinc-openapi-sync-dataflows.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Salesforce Dashboard App

## Intro

CRM software is critical to any business's operations, and Salesforce leads the way in the market. The Salesforce Dashboard provides a summary of lead sources, geographies, close rates, sales pipeline, rep performance, and much more.

## Usage

Business questions that can be answered:

* Where are most of my prospects coming from?
* What can I do today to exceed my sales goals?
* Who are my top performing sales reps?

## Authentication

You need the following to authenticate:

* A Salesforce environment to authenticate against (i.e.
  [login.salesforce.com](http://login.salesforce.com) or [test.salesforce.com](http://test.salesforce.com) )
* Salesforce username
* Salesforce password

Your instance of Salesforce must include API access or have it enabled separately.

## Dashboard Reports

For report descriptions, see Salesforce Connector.

## Report Configuration / Report Details

The selectable reports will need to be configured as followed:

<table border="1" cellpadding="0" cellspacing="0" data-aura-rendered-by="33:201;a"><thead><tr><th colspan="1" rowspan="1"><p> Data </p></th><th colspan="1" rowspan="1"><p> Scheduling (Change update settings) </p></th><th colspan="1" rowspan="1"><p> Parameter(s) </p></th><th colspan="1" rowspan="1"><p> Selection </p></th></tr></thead><tbody><tr><td colspan="1" rowspan="1"><p> Browse Objects and Fields </p></td><td colspan="1" rowspan="1"><p /></td><td colspan="1" rowspan="1"><p> Salesforce Object </p></td><td colspan="1" rowspan="1"><p> A list of the tables (objects). </p></td></tr><tr><td colspan="1" rowspan="1"><p> Browse Picklists </p></td><td colspan="1" rowspan="1"><p /></td><td colspan="1" rowspan="1"><p> Salesforce Object </p></td><td colspan="1" rowspan="1"><p> A list of the tables (objects). </p></td></tr><tr><td colspan="1" rowspan="1"><p> Deleted Objects </p></td><td colspan="1" rowspan="1"><p /></td><td colspan="1" rowspan="1"><p> Salesforce Object; Start Days/End Days </p></td><td colspan="1" rowspan="1"><p> A list of the tables (objects); Enter the number for the most recent and farthest day back that should be represented in the report. </p><p /></td></tr><tr><td colspan="1" rowspan="1"><p> Query </p></td><td colspan="1" rowspan="1"><p /></td><td colspan="1" rowspan="1"><p> Query Option; Query </p></td><td colspan="1" rowspan="1"><p> Select a predefined query (Sales Performance or User Images) or create your own query (Custom); Enter your Salesforce SOQL query here. </p><p /></td></tr><tr><td colspan="1" rowspan="1"><p> Reports </p></td><td colspan="1" rowspan="1"><p /></td><td colspan="1" rowspan="1"><p> SalesForce Reports </p></td><td colspan="1" rowspan="1"><p> Select the SalesForce Report to query against </p></td></tr></tbody></table>