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     How to start
10   with GoodData for Salesforce




          with Petr Olmer, GoodData Evangelist
What is GoodData for Salesforce?

sales analytics application
for Salesforce users




                                                   instant visibility into your sales pipeline
                                                   detailed out-of-the-box trending reports
                                                   flexible and customizable solution



historical snapshots
predicted pipeline



GoodData in10 with Petr Olmer: How to start with GoodData for Salesforce                         2
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, Google
Analytics 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.




GoodData in10 with Petr Olmer: How to start with GoodData for Salesforce      3
Salesforce Security Token?

It’s hidden under Setup in your Salesforce.




GoodData in10 with Petr Olmer: How to start with GoodData for Salesforce   4
I’m not registered
for GoodData yet...

registration is quick and easy


no strings attached




GoodData in10 with Petr Olmer: How to start with GoodData for Salesforce   5
I’m a GoodData user already...

just create a new project




                                                           and select Sales Analytics




GoodData in10 with Petr Olmer: How to start with GoodData for Salesforce                6
Grant access




                                                                      You need to know your


                                                                      Salesforce username,
                                                                      password,
                                                                      and security token.




GoodData in10 with Petr Olmer: How to start with GoodData for Salesforce                      7
Select additional fields




                                                        If you don’t have permissions
                                                        to read the fields, you need to
                                                        change it in Salesforce.




GoodData in10 with Petr Olmer: How to start with GoodData for Salesforce                 8
And wait for your data




GoodData in10 with Petr Olmer: How to start with GoodData for Salesforce   9
Off you go...




GoodData in10 with Petr Olmer: How to start with GoodData for Salesforce   10

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in10: How to start with GoodData for Salesforce

  • 1. in How to start 10 with GoodData for Salesforce with Petr Olmer, GoodData Evangelist
  • 2. What is GoodData for Salesforce? sales analytics application for Salesforce users instant visibility into your sales pipeline detailed out-of-the-box trending reports flexible and customizable solution historical snapshots predicted pipeline GoodData in10 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, Google Analytics 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. GoodData in10 with Petr Olmer: How to start with GoodData for Salesforce 3
  • 4. Salesforce Security Token? It’s hidden under Setup in your Salesforce. GoodData in10 with Petr Olmer: How to start with GoodData for Salesforce 4
  • 5. I’m not registered for GoodData yet... registration is quick and easy no strings attached GoodData in10 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 Analytics GoodData in10 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. GoodData 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. GoodData in10 with Petr Olmer: How to start with GoodData for Salesforce 8
  • 9. And wait for your data GoodData in10 with Petr Olmer: How to start with GoodData for Salesforce 9
  • 10. Off you go... GoodData in10 with Petr Olmer: How to start with GoodData for Salesforce 10

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