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Salesfusion Connector

Important: When referencing this page outside of Knowledge Base, use this link: http://knowledge.domo.com?cid=salesfusion

Intro

Salesfusion provides a sales and marketing automation platform to help you generate leads and increase your ROI. Use Domo's Salesfusion connector to retrieve data about a specified Salesfusion entity or landing page. To learn more about the Salesfusion API, visit their page (https://www.salesfusion.com/tour/str...m-integration/).

You connect to your Salesfusion account in the Data Center. This topic discusses the fields and menus that are specific to the Salesfusion connector user interface. General information for adding DataSets, setting update schedules, and editing DataSet information is discussed in Adding a DataSet Using a Data Connector.

Prerequisites

To connect to your Salesfusion account and create a DataSet, you must have the following:

  • Your Salesfusion domain name (e.g. mycompany.salesfusion.com)

  • Your Salesfusion username and password

Connecting to Your Salesfusion Account

This section enumerates the options in the Credentials and Details panes in the Salesfusion Connector page. The components of the other panes in this page, Scheduling and Name & Describe Your DataSet, are universal across most connector types and are discussed in greater length in Adding a DataSet Using a Data Connector.

Credentials Pane

This pane contains fields for entering credentials to connect to your Salesfusion account. The following table describes what is needed for each field:  

Field

Description

Domain

Enter your Salesfusion domain name. Do not prepend with http:// or https://. For example: mycompany.salesfusion.com

Username

Enter your Salesfusion username.

Password

Enter your Salesfusion password.

Once you have entered valid Salesfusion credentials, you can use the same account any time you go to create a new Salesfusion DataSet. You can manage connector accounts in the Accounts tab in the Data Center. For more information about this tab, see Managing User Accounts for Connectors.

Details Pane

This pane contains a primary Reports menu, along with various other menus which may or may not appear depending on the report type you select.

Menu

Description

Report

Select the Salesfusion report you want to run. The following reports are available:

Find Entity by ID

Returns data about the Salesfusion entity with the specified ID.

Find Entity by Conditions

Returns data about the Salesfusion entity with the specified conditions.

Get Landing Page Results

Returns data about the selected landing page.

Table Name

Enter the name of the table containing the entity you want to pull into Domo.

Key Column Name

Enter the name of the key column containing the entity you want to pull into Domo.

Entity Record ID

Enter the record ID of the entity you want to pull into Domo.

Conditions

Enter the conditions of the entity you want to pull into Domo. Enter these as key-value pairs, separating the key and value using the operators =, >, <, >=, <=, or like. Separate multiple conditions using line breaks.

Duration 

Select whether you want to pull data for a specific date or a date range. 

Report Date 

Select whether the report data is for a specific date or for a relative number of days back from today. 

Select Specific Date 

Select the date for the report. 

Days Back

Enter the number of past days that should appear in the report.  

Start Date

Specify whether the first date in your date range is a specific or relative date. You select the last date in your range in End Date

End Date

Specify whether the second date in your date range is a specific or relative date. You select the first date in your range in Start Date.  

Select Specific Start Date

Select the first date in your date range. 

Select Specific End Date

Select the second date in your date range. 

Days Back to Start From

Enter the number of the farthest day back that should be represented in the report. Combine with Days Back to End At to create a range of represented days.

For example, if you entered 10 for Days Back to Start From and 5 for Days Back to End At, the report would contain data for 10 days ago up until 5 days ago.

Days Back to End At

Enter the number of the most recent day back that should be represented in the report. Combine with Days Back to Start From to create a range of represented days.

For example, if you entered 10 for Days Back to Start From and 5 for Days Back to End At, the report would contain data for 10 days ago up until 5 days ago.

Other Panes

For information about the remaining sections of the connector interface, including how to configure scheduling, retry, and update options, see Adding a DataSet Using a Data Connector.