Strategy One

Connect to Salesforce Reports and Salesforce Reports Sandbox

Create an OAuth Application in Salesforce

  1. Sign in to your Salesforce org.

  2. Click Create apps and 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 a 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. Under Consumer Key, copy the Consumer Key and Consumer Secret values. You will need these values for future steps.

Create a Google BigQuery Data Source

Prerequisites

You must have the Configure security settings and Create and edit database instances and connections privileges.

Create a New Authentication Service in Workstation

For more information on creating identity and access management (IAM) objects, see Manage OAuth Enterprise Security with Identity and Access Management (IAM) Objects.

  1. Open the Workstation window.

  2. In the Navigation pane, click , next to Enterprise Security.

  3. Choose Gateway Authorization and click Next.

  4. Type a Display Name.

  5. Expand the Select an identity provider drop-down list, choose Salesforce.

  6. In Strategy Configuration, enter the Client ID and Client Secret you copied in Create an OAuth Application in Salesforce.

  7. Click Save.

Connect to Salesforce in Mosaic Studio

  1. Create a Mosaic model or right-click an existing Mosaic model and choose Edit.
  2. In the Sources tab, click Add API Source.

  3. Click Salesforce Reports or Salesforce Reports Sandbox.

  4. Type a Name for the data source.

  5. Expand the Authentication Service drop-down list and choose the authentication service you created in Create a New Authentication Service in Workstation.

  6. Optionally click Test.

  7. If the connection is successful, click Save.

Import Data

  1. Click your Salesforce source and enter your Salesforce login.

  2. Select the files you want to import.

  3. Click a file name to view the sample data.

  4. Click Add.

  5. Click Proceed.

  6. View and choose suggestions, view object logical relationships, or automatically create attributes and metrics.

  7. Click Save, Save as, or Publish.

  8. If you Saveor Save as your Mosaic model:

    1. Type a Name and Description.

    2. Choose a Save in folder location.

    3. Optionally, select the check box next to Certify Mosaic Model.