Changing the Data Source of Template Files

Save time by starting from default template files for standard Reports & Data Objects

You can save time configuring Omniscope files for all your Reports and Data Objects if you start by downloading a copy of your data using the default templates available on the 'Visokio Reports' tab of the web connector tab for Salesforce, a certified, free AppExchange-listed application your Administrator can install.

The templated files available via the web connector are downloaded without a linked source. To add/edit and synchronise data saved locally in Omniscope with your online instance of Salesforce, you first need to associate each downloaded file with the corresponding Salesforce online Report or Data Object directly.

Changing the linked data source of a file is done from Data > Change source by selecting select Salesforce importer as the type of data source.

If you are working with a downloaded Report file, and are interested in live refresh of the data in the Report file, choose Salesforce report. The data in Reports cannot be edited directly, but can be refreshed on demand into Omniscope, and the configuration of the Omniscope file changed and saved/forwarded assuming you have an activated edittion of Omniscope (not the free Viewer).

If you are working with a downloaded Data Object/Table, and you wish to add/edit data then synchronise the changes with Salesforce, choose Salesforce data table, which are editable. You will then be prompted to login to your Salesforce account and asked to paste-in your security token. Note: Salesforce Group accounts do not support direct connections.

Please note: Some fields (columns) and some records (rows) within each Data Object/Table are not directly editable from outside of Salesforce. They may need to be edited from inside the web interface of Salesforce, or by reference to another Data Object/Table. Fields which are not editable are indicated in the heading. Rows which are not editable are usually screened out by filters set in the editing tab of the default template.