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SalesForceSalesForceSalesforce is an application that runs in the Force.com online cloud-computing hosted platform, one of the largest and fastest-growing general-purpose SaaS platforms. Salesforce is widely used for CRM (Customer Relationship Management, composed of the 'Sales Cloud' and service/case management, aso know as the 'Service Cloud'). Almost any application can be written on the Force.com platform. If you have a Salesforce account, it is possible to access your Reports and Data Objects/Tables stored in Salesforce using either the Omniscope direct connector (File > Open online source > Salesforce) or the free web connector your Administrator can install into your Salesforce account from the online AppExchange. Salesforce web connector: the free Omniscope Connector for Salesforce web service can be installed in your Salesforce account(s) from the AppExchange listing page by your Administrator, unless you have a Group Edition. Instructions for installing in Group Editions are here. The web connector installation will add a new tab from which you can download reports and un-joined data objects using pre-configured templates to deliver files that will open in the free Viewer. An activated version of Omniscope is required to modify and save customised templates, which can then be uploaded to your account, adding new download and viewing options for different classes of users within your organisation. More on using the online Web Connector for Salesforce. Salesforce direct connector: Omniscope Professional and Enterprise 2.5 (and later) enable to access your Salesforce reports and data objects directly. More on using the Direct Connector for Salesforce to access, modify, edit and synchronise changes with your Salesforce-hosted data. More detail and a solutions roadmap for making the most of the combination of Salesforce and Omniscope is here. |