Email Connector

Importing Email

Downloading, visualising and searching email

Omniscope version 2.5 and beyond include a connector that can import e-mail from any online email account supporting either the IMAP or POP-3 email management protocols. Most modern web-based email accounts support at least one of these protocols.

To import email data into Omniscope, select File > Open online source > Email. The Account details dialog will be displayed:

Once you have entered the relevant information click the 'OK' button to start downloading the message data. A status dialog will be displayed to show you how many messages have been downloaded and how many are still to come:

Google Spreadsheets

Using Omniscope with Google Spreadsheets

Display collaborative data sets with live refresh

Google Docs and Spreadsheets [38]is a free service that enables anyone to create documents, spreadsheets and presentations online. You can import and collaboratively edit or publish from .doc, .xls, .csv, .ppt, .txt, .html, .pdf and other formats. You can export files for use with traditional desktop software as well.

Hosted online spreadsheets enable powerful new workflows with collaborative data compilation and editing options...no more playing 'file tag' with offline spreadsheet files circulating as e-mail attachments. These so-called 'cloud' solutions enable co-workers to share the same online copy of each document, spreadsheet or presentation. All revisions are saved and recoverable.

Omniscope will connect to any Google spreadsheet and edit it online in the browser or off-line in Omniscope. Changes will be synchronised between Omniscope and Google Spreadsheets in real time. The combination permits collaborative compilation and maintenance of data sets delivered in branded, highly-visual Omniscope files with the possibility of live refresh and banner ads inside the file.

Combining Google's free hosted online spreadsheets with Omniscope provides a 'best of both worlds' solution enabling many new workflow and publishing options. Data publishers and most businesses can benefit greatly by shifting most typical spreadsheet data compilation and maintenance workflows to an online spreadsheet linked to Omniscope.

Creating Shareable Google Spreadsheets

When you create a new Google Spreadsheet, there are two ways of inviting others to help compile, edit and maintain the data.  For data being published to the public, you can define a link or key allowing anyone with the link to connect to the data using Omniscope, and optionally help to edit the data. Once this link is embedded in the Omniscope file, this source worksheet will be remembered and data refreshable in activated Omniscopes from the Omniscope file. For company internal data, you can  use the more Google Docs Share with others dialog to determine who will have what type of access to the spreadsheet, who can make changes etc.

Importing Data from Google Spreadsheet Worksheets

To create an Omniscope file from a Google Spreadsheets worksheet (either private or public) as a linked data source, go to File > Open online source > Google Spreadsheets. Enter your account details for private spreadsheets, or the link or spreadsheet key to use public spreadsheets. Once you have logged into your account or connected to a public spreadsheet, select the worksheet that will be the linked data source for this Omniscope file.

Omniscope will automatically import the data and open in the default layout. You can further configure the layout of the Omniscope file, then save it  as an .IOK/.IOM file. The default refresh behaviour with online data sources is 'Never', since you may want to open the file while offline. If you or your colleagues have activated Omniscopes, while online you can use Data > Refresh from source for on-demand refresh, or you can go Data > Automatic Refresh to configure automated refresh based on frequency of polling timings you can configure. If you plan to always open the file while online, you may choose to save it with refresh set to 'Always'.

Refreshing Data from Google Spreadsheets

You can save an Omniscope file whose linked data source is a Google spreadsheet with the refresh behaviour set to 'Always', and the file will update itself with the latest data from the Google spreadsheet. You can also activate and configure Automatic refresh to keep the Omniscope file updated while open.

You can view the linked data source spreadsheet from the Omniscope file using the Web View.  Files using the Google Spreadsheets connector open by default to display the linked spreadsheet in a Web View:

Google Analytics

Using Omniscope with Google Analytics & AdWords

Free digital marketing web traffic and events data compiled by Google

Google Analytics is a free online service that allows you to monitor various statistics about visitors to your website(s). In order to use Google Analytics you will need to sign-up and then configure your web-pages to generate the required information. Once you have signed up you can log-in to the Google Analytics website to view and analyse your website analytics data. To sign up for Google Analytics or to get more information click here [27].

Omniscope allows you to download Google Analytics data straight to your desktop. This means you can use Omniscope's powerful visualisation environment to quickly and effectively download and analyse all of the data for any Google Analytics report in one go.

To import Google Analytics data select File > Open online source > Google Analytics. A dialog will be displayed asking you to enter your Google Analytics username and password. Enter the same username and password that you use to log-in to the Google Analytics website.

Once you have entered your username and password click the 'OK' button. Omniscope will attempt to contact the Google Analytics server. If the server was contacted successfully and your username and password are valid the report configuration dialog will be shown. This dialog allows you to specify what Google Analytics data you want to download.

Account - Select your Google Analytics account. Profile -  Select your website profile. Report - Select from one of 8 pre-defined Reports or choose 'Custom' to generate a custom Report. With Custom Reports you can specify the information you want to download and how you want it to be organised. To configure a Report, select a combination of dimensions and metrics. Dimensions determine how the data is segmented, such as browser type, visitor city or language. Metrics provide data for the selected dimensions, such as the number of visitors, unique page views and bounce rate. Start date - Select the start date of your data. End date -  Select the end date of your data. Max records - Define the maximum number of records you want to download at once.

When you are happy with the configuration click the 'OK' button to download the data from the Google Analytics server into Omniscope.

Web Site Mapping

Mapping Web Sites with Omniscope

Enter a web URL and Omniscope will crawl and map it, importing keywords and content

New in 2.5... this page in progress

In Omniscope 2.5 and beyond you have the ability to generate a website map and view the site and associated data on content and structure in Omniscope.

To generate a website map you need to provide Omniscope with one or more 'seed' URL's. Omniscope will 'crawl' and then download the contents of each of these URLs and extract all the links. The content of each of the linked pages is then downloaded and the content extraction process is repeated. The resulting data set contains the details of all of the pages downloaded and the connections that exist between these pages. This can be visualised in Omniscope using the Network View to show a 'map' of all the pages, with each node in the map representing a page and each line representing a link between from one page to another.

A website map can prove useful in many different scenarios:

• You can use the website map functionality to get a quick understanding of your site structure. For example, you can quickly determine which pages haven't been modified in the last few months or determine the number of 'clicks' a user has to use to reach a particular page.
• You can download and save a website map and use it as an 'Offline browser'for a particular website; allowing you to view the content for eachpage even when you're not connected to the internet.
• By selecting the 'Include Google Analytics data' option you can import Google Analytics information for each page inside the website map. This can be used to provide additional data such as the number of clicks on each page and the bounce rate.
• Omniscope automatically extracts the top keywords in each page. You can use this to get an understanding of the themes in a particular page without having to read the content or you can filter the data by a particular set of keywords, allowing you to retrieve pages of interest.

To generate a web site map select File > Open online source > Website map. 

URL(s) - Enter one or more URL's to use as a starting point for the website map. Link depth (same host) - determines the maximum depth ofthe website map, i.e. the maximum number of pages out from a startingURL. Generating a website map for a very large site can take a longtime. You can use this setting in combination with the 'Max pages'setting to reduce the number of pages processed and speed up theoverall map generation time. Include external pages - most web sites include links to pages on other sites.  When ticked, this option includes pages from other sites referenced by links. Enforce tree structure -  when checked, Omniscope willensure the resultant map reflects a proper tree structure. If selected, and during the map generation process Omniscopeencounters a page that has already been processed, it is not added to thelist of links. The diagram below shows the difference between anenforced and a non-enforced website map.

Import Google Analytics data - when checkedOmniscope will attempt to retrieve Google Analytics information for anyof the pages encountered that belong to one of the sites associatedwith a Google Analytics account to which you have access. If you select this option then youwill have to enter a Google Analytics username and password. Moreinformation on the Google Analytics functionality within Omniscope canbe found here [28].
Start date - only available if the 'Import Google Analytics data' option is checked. Select the start date for the Google Analytics data.
End date - only available if the 'Import Google Analytics data' option is checked. Select the end date for the Google Analytics data.

Enforce tree structure selected		Enforce tree structure unselected

Salesforce

Using Omniscope with Salesforce Add the perfect desktop/web compliment to Salesforce solutions

Omniscope is integrated with Salesforce and the Force.com [39] cloud computing platform and provides a low-cost, low-risk route to business intelligence reporting and data quality initiatives involving data hosted in Salesforce/Force.com. If you have a Salesforce account and security token, you can go to File > Open online source and choose to open either a Report (read-only) or Data Object/Table directly from Salesforce. Using the direct connector, you can you can visualise, analyse, save offline, add/edit data and synchronise your changes with Salesforce. There is also a free web connector for Salesforce listed on the AppExchange [32].Your Administrator can install a 'Visokio Reports' tab into your Salesforce accounts to enable pre-configured downloads of Reports and Data Objects/Tables that open in the free Viewer. Using an activated Omniscope, you can also modify the default templates provided for each Report and Data Object/Table, and upload your customised files to the'Visokio Reports' tab in Salesforce to modify the online DataPlayer displayed or provide alternative templates for future downloads. The free web connector can be installed in Group accounts, but the direct connector involves API access which Salesforce permits only to subscribers with Professional, Enterprise and Unlimited Editions.

Install the free Omniscope Connector for Salesforce tab from the AppExchange

Start by installing the free Omniscope Connector for Salesforce 2.1 [32] (a certified, AppExchange-listed application) into your Salesforce user accounts. Salesforce Administrators can do this automatically from the AppExchange if your organisation has the Professional, Enterprise or the Unlimited editions of Salesforce. If your organisation uses Salesforce Group Edition, any Administrator can install the Connector tab manually by following these directions. [40]

Installing the web connector will add a new 'Visokio Reports' tab to some or all of your user accounts. From this tab, users with the free Omniscope Viewer [41] installed can download, view, filter and query the data in their Reports. The look and feel of the files will initially be based on the standardised default Omniscope file templates provided for each Report or Data Object. During your free trial, you can modify these template files and upload them for others to use when downloading to the free Viewer. Users without the free Omniscope Viewer installed cannot open local copies of their data from the permissioned tab, but can still use interactive Flash DataPlayer 'dashboards' you can create and export from Omniscope to your Visokio Reports web tab. For more details, see using the web connector. [34]

Use Omniscope to access Salesforce directly and synchronise changes

If you install  Omniscope [42], and you have Professional, Enterprise or Unlimited editions of Salesforce, during your free trial you can not only modify templates and save/archive secured copies, you can also access Reports and Data Objects directly using the File > Open online source > Salesforce login and download option (you will need to paste-in your security token). Using Omniscope Professional or Enterprise, you can connect to and edit Data Objects offline, then synchronise your changes with Salesforce using the Data > Synchronise with Salesforce wizard. For more details, see accessing Salesforce directly from Omniscope [35].

Once your 30-day free trial period has expired, upgrading your Omniscope from free Viewer to the Professional or Enterprise Edition enables you to continue modifying and uploading customised templates and DataPlayer 'dashboards', integrating/merging in data from non-Salesforce sources, saving and sharing secured Omniscope files offline, and synchronising offline changes back to Salesforce. Non-activated Omniscope installations will revert to being free Viewers able to download and filter/query default or customised files from the free web connector tab installed in the user accounts. No need to uninstall.

Getting started: 

For the quickest start, maximum flexibility and lowest average cost-per-user in deploying your solution, use the Salesforce:

• web connector [34] to download templated refreshed reports and view DataPlayers online from inside your Salesforce account.
• direct connector [35]  to login to Salesforce directly for data import/editing/refresh (requires login, password and security token to paste in)

Roadmap to 'the best of both worlds'

Installing the free Omniscope Viewer/Professional trial and the free Visokio Reports web tab from the AppExchange enables any organisation to embark on a simple, low-cost, low-risk, ‘tiny-steps' progression of continuous improvements, while delivering users live, working reports with many useful visualisations of their data beginning on Day One:

1. Install free Omniscope Viewers and add the free Visokio Reports web tab to user accounts

a. Download key reports/data objects from each user's account tab using the standard templates, enabling users to see, filter and sort all their data to find alert conditions, data errors & inconsistencies.

b. Ask users to start flagging incomplete, out-dated and erroneous data records/fields online in Salesforce using the unusual "!" character or similar

c. Download key data objects as Omniscope files and consult the Flagged Errors tab to view all the records which have been flagged for online correction/completion either online via Salesforce, or offline using an activated Omniscope Professional and the direct connector for Salesforce, available in the free 30-day trial.

d. Create custom reports containing the most useful joins...users can then download and view standard template versions of these reports using Omniscope.

e. File refresh & security - the data in Omniscope files downloaded in templates is always fresh, and cannot be exported or copied (not even cut-and-paste). Users of free Viewers cannot save the files...they must always return to their Salesforce account Visokio Reports tab to download fresh copies of the data or view online DataPlayers in sub-tabs.

2. Upgrade to Omniscope Professional  (requires activation)

a. If your 30-day free trial has expired, contact us [37] to purchase a licensed activation key to upgrade from free Viewer to Omniscope Professional.

b. Now you can continue to modify and save files downloaded from your Salesforce account tab to fit the needs of your organisation - adding/changing report tabs to highlight key messages, introducing corporate branding, etc. Make multiple versions of each report/data object template to suit the needs of different classes of users.

c. Save your changed .IOK file(s), then upload one or more of your modified files from the Visokio Reports tab in your Salesforce account. Note: you can upload the file empty, with all data deleted... data in the uploaded template file(s) will not be synchronised with the online data.

d. Modify the standard Flash DataPlayers shown in the DataPlayer View tab of each template file downloaded, then export your new customised DataPlayer ‘dashboard' to web pages (including Salesforce tabs) and/or internal documents such as PowerPoint, Excel or .PDF.

e. The custom templates/DataPlayer configurations uploaded will be selectable for future downloads from the Visokio Reports tabs of authorised users, whether using the free Viewer or a Professional.

f. Data integration projects: download custom versions of your reports/data objects and then use Omniscope to merge in related data from other sources (spreadsheets, ERP databases, etc.) to create combined reports (using any number of joins)that can be circulated to users with the free Viewer.

g. Using Omniscope 2.5 or later, you can also login to your Salesforce account from inside Omniscope, connecting directly to reports or data objects using File > Open Online Source > Salesforce Table/Report

h. Use the powerful data cleansing/scrubbing and editing capabilities of Omniscope to make changes to your data and save local copies of files.

i. Using Omniscope 2.5 or later, use the Data > Synchronise with Salesforce command to make changes to both your local copies and the corresponding user-editable fields within your Salesforce organisation.

j. File refresh & security- Users with Professional Editions will be able to refresh directly from source on opening. Offline files sent to users with the free Viewer show configurable opening screen ensuring they do not use stale files.

k. Continue to optimise the configuration of templates for all your reports and data objects based on user feedback and the evolving needs of your business...enjoy the total flexibility of the hybrid solution you have created.

3. Automate refresh, archiving copies and distribution with Omniscope Enterprise Edition

a. Omniscope Enterprise edition is designed to automate the entire process of refreshing and distributing Omniscope reports and Flash DataPlayer inserts from a central 'always-on' server with access to all the required data sources, including Salesforce.

b. A single Enterprise Edition allows automated refreshes of files with data from Salesforce and other sources, plus distribution (via e-mail or FTP) of refreshed IOK files and DataPlayer dashboards either according to a defined schedule or on-demand using the Scheduler or the Generator, two automation tools included with Enterprise Editions.

c. File refresh & security - Enterprise installations offer the full range of file security options, including time-limiting and domain-locking of files (files will not open if user is not logged into specified site and download page e.g. Salesforce)

Install in Salesforce

Using the Salesforce Visokio Reports Tab Install this free service in any Salesforce Edition, including Group Edition

The Omniscope web connector for Salesforce is a certified, AppExchange-listed free service [32] that can be installed by your Salesforce Administrator in any Edition of Salesforce, including Group Edition. Once installed, the new web connector tab provides your users with one-click downloads of pre-formatted, filterable, highly-visual, offline copies of Salesforce Reports and Data Objects/Tables.  The downloaded files can be shared as presentations with anyone using the Omniscope free Viewer. Each file download contains all the data [43], configured as multi-tabbed visualisations and report.

 

[44]		[32] Install from the AppExchange   If you are running the Professional, Enterprise or Unlimited Edition of Salesforce, and you are logged into an Administrator account, you can install the free web connector service just by clicking the [Get It Now] [32]button. If you are running Group Edition of Salesforce, you can still install the web connector manually following these instructions [45]. Once installed, the web connector tab appears at the right-most end of your opening tabs, usually with the label 'Visokio Reports'. Click on the tab At the top of the tab is a link for all users to install a free Omniscope 2.5 [41] Viewer, with free 30-day trial of Omniscope Professional authoring capabilities anyone can use to modify the default templates.
[46]		Select Report or Data Object/Table to download The web connector tab includes 3-4 sub-tabs: All Reports - lists all standard and custom Reports available to the account. The one-click Omniscope icon next to each Report downloads the data using the default template. At right are options to add/remove Reports to/from the My Reports shortlist on the next tab, and to upload a new, modified  template, added as a new file icon and option for future downloads. My Reports*- a user-managed shortlist of the more important and more frequently-accessed reports. You can add or remove Reports from this page using the option on the page. Data Objects/Tables - a listing of standard and custom (un-joined) Data Objects/Tables available to the account, which can be joined and edited and synchronised with Salesforce using Omniscope Professional. * not available when installed in Group Edition
[47]		Your data will open in your installed Omniscope If you clicked on a default template icon, the opening configuration of the downloaded file will be a general-purpose default provided to all users of the web connector. Default template file may not anticipate custom reports or data objects or custom fields (columns) in your data. If you send us your own versions, (scramble, disguise or delete the data in the file) we may modify and post additional templates as you suggest.
[48]		If you like, customise templates and upload If you customise the default template file, you can make your customised download template available for future use with refreshed data. The Add template option enables you to upload the new file, assign a new name, and specify whether to display the additional Omniscope .IOK template as additional download/display options.  Use Omniscope Professional to customise template files for different purposes or user groups. All template .IOK files can be downloaded and interacted with using the free Viewer, dramatically reducing average cost-per-seat of your Business Intelligence and reporting solution for Salesforce.

 

Installing in Group Editions  

WARNING: due to limitations imposed by Salesforce, when installed in Group Edition accounts, the Omniscope web connector does not support upload of customised templates, and displays All Reports, rather than the custom "My Reports" tab by default.

 

Group Edition installs are not done using the [Get it Now] button on the AppExchange. they must be done manually following these instructions:

To begin, go to www.salesforce.com [30] and make sure to login to an account with a System Administrator profile

Click "Setup" at top of screen
In left side panel under "App Setup" click "Create" to expand menu
In expanded section under "Create" click "Tabs"
In the middle "Web Tabs" (not "Custom Object Tabs" above or "VisualForce Tabs" below) box, inside the Web Tabs header, click the grey "New" button centre

Step 1. Choose Tab Layout, choose "2 columns with Salesforce sidebar"
Click "Next"

Step 2. Define Content and display properties > Tab Content definition > "Tab Type" choose "URL" from drop-down list

Under Display Properties:
1. In "Tab Label" type "Visokio Reports" or whatever label you want to appear on the new tab
Leave "Tab Name" blank
2. "Tab style" click magnifier to open a list of icon/style choices
Choose any style, for example, a desk indicating desktop reports
3. Leave the Content Frame height set to '600'
leave splash page set to None
4. Fill in the Description field with something that reminds users what the application does, like:
"Delivers Omniscope files to desktop"
Click "Next"

Step 3. Enter the URL Details
In the big white box with the title "Button or Link URL" paste:

https://salesforce.visokio.com/index2.jsp?sid=={!User.Session_ID}&apiurl={!API.Partner_Server_URL_70}

(clear the space first, and make sure to delete any duplication of the initial letters 'http')

Leave the encoding setting Unicode (UTF-8)
Click "Next"

Step 4. Add to Custom Apps make sure ALL options are ticked
Click "Save"

 

Make sure your users have Omniscope installed.  They can now click on the new Visokio Reports tab and choose a default template to download.

 

 

Modify Templates

Modifying & Uploading Templates

Uploading customised templates and designating DataPlayers for online display

Using an activated Omniscope Professional, anyone can modify and save a downloaded file for use as a new template, then upload it (not available for Group Editions of Salesforce) back to the Salesforce Visokio Reports tab to serve as an additional template option for future downloads of that Report or Data Object/Table.

In addition, if at least one DataPlayer is configured in the file, and the file saved with a DataPlayer tab as the open tab, then the file can be designated as the template for the DataPlayer to be displayed online whenever users click on that template. Also, to save storage space in your Salesforce account, you can upload the template file empty of all data...the file will be populated with the latest data each time a user downloads it.

To upload a new template file, click on +Add Template from the All Reports or My Reports pages and the upload new template dialog will appear:

 

 

Choose file - opens a browse dialog that enables you to select the saved file that you want to upload.  

Note: If you plan to use a DataPlayer configured in the file as an online displayable DataPlayer, you must save the file with the DataPlayer tab containing the preferred DataPlayer open.

Template name - choose a name that everyone will see on the tab...try to make clear who the template is internded for and avoid using spaces in the file name...like this: MyNewTemplateforSales.iok

Show as .IOK file - when ticked, this refreshable template file will be shown as a downloadable Omniscope option, which can be navigated in the free Viewer offline.

Show as DataPlayer - when ticked, this file will be displayed with the option of viewing the configured DataPlayer 'dashboard' online, just by clicking on the template icon. If you want this option to be available, you MUST save the file with the DataPlayer tab you want to display as the open tab.

Change default size of DataPlayer - DataPlayers can be sized in terms of pixel budgets for height and width. If you make larger DataPlayers, make sure you set the pixel budget associated with the DataPlayer in the file being uploades big enough to display it properly on the web tab, but not so big that user have to scroll sidebars to see and interact with it.

Upload template - your template should appear next to the Report or Data Object/Table it applies to.  You cannot delete the default templates, but we welcome suggestions on how to improve the defaults to better serve your needs.

 

 

Export DataPlayers

Exporting Flash DataPlayers

Interactive visual 'dashboards' for web tabs and offline documents

There are two default template files for every Salesforce Report and Data Object, each containing a tab with an exportable Omniscope DataPlayer interactive Flash 'dashboard'. The default DataPlayer template file contains the DataPlayer on the top tab. This DataPlayer configuration is used to generate the DataPlayer displayed online on the Visokio Reports tab in your Salesforce account. You can modify the default DataPlayer template file and upload a new version for automatic refresh and display if you have an activated Omniscope and a Salesforce Edition higher than Group Edition.

You can also use the Save/export menu options on the DataPlayer view toolbar of either template file to export DataPlayers to non-Salesforce web pages or offline documents, with full interactivity. For more detail see Exporting DataPlayers [49].

Direct Connector

Direct Connection & Synchronisation with Salesforce Omniscope 2.5+ (all Salesforce Editions except Group Editions)

Omniscope is the perfect complement to Salesforce/Force.com 'cloud-based' solutions, providing a general-purpose local client for improving data quality, facilitating offline data merges and management and providing end-users with refreshable analytic reports, highly-visual final management presentations. If you use the Salesforce Professional, Enterprise or Unlimited Editions, and you have installed Omniscope [42], during the free 30-day trial period you can access your Salesforce Reports and Data Objects directly. Using Omniscope, all standard and custom Reports can be accessed directly and most fields (columns) in the Data Objects can be edited/completed offline and changes synchronised back to Salesforce. Omniscope files scale to millions of records, yet are very compact, easily-shared and re-purposed interactive multi-tabbed highly-visual presentations.

Connecting to your Salesforce account data

Open Omniscope and go to File > Open online source > Salesforce. You will be presented with a log-in sequence requesting your User ID, password and security token, which you should copy-paste. All applications that connect directly to Salesforce must present a security token at login. You will need to set your own security token from your Salesforce account. Salesforce will send you the digital text string via e-mail. Save your token in a Notepad file, because you will have to paste it into Omniscope each time you login.

 

Once you have successfully logged in to your Salesforce account, you can choose to import either an existing standard or custom Report data set, or an existing standard or custom Data Object. Report data sets can be configured, saved and shared with others, including additional data merged in from other non-Salesforce sources. However, copies of the data in Reports files cannot be edited offline such that the changes are synchronised back to Salesforce. Un-joined Data Objects contain many fields (columns) which can be filtered and corrected offline in Omniscope, and the changes synchronised back to Salesforce. 

Note: some fields (columns) in every Data Object are Salesforce system-generated and cannot be edited offline. In addition, some records (rows) in Data Objects/Tables which have become interconnected with other Data Objects/Tables, such as converted Leads, cannot be edited/synced back to in their original Leads Data Object/Table, but the user-editable fields related to unconverted leads CAN be edited and the changes synced back to the Leads Data Object/Table.

Improving Data Quality and Reporting

Use Omniscope to filter records (rows) for blanks, variations in spellings, inconsistencies among different records relating to the same account, and other typical data quality problems. Make systematic corrections, even across thousands of records, very quickly and easily in Omniscope, then synchronise the changes with Salesforce (see below). Regularly archive copies of all Reports and Data Objects/Tables. Quickly perform data integration by merging in data from other systems and/or stand-alone or collaborative spreadsheets.

Configuring/Uploading Customised Template Files

If you open an online Report or Data Object/Table for the first time using the direct connector in Omniscope Professional 2.5, you will have to configure the Omniscope file report tabs yourself. However, if you have installed the free Omniscope (web) Connector for Salesforce [32]in your account(s), you can download an existing templated file for each standard Report or Data Object/Table from the 'Visokio Reports' tab, then follow these directions to change the file data source [50] so that you can start from an already  templated reporting file. Once you have fully customised your copy of the pre-templated file, and synchronised any changes to the data with Salesforce, you can upload the file back to the Visokio Reports tab, adding a new, customised template download option for each Report or Data Object/Table. Colleagues  will be able to download future fresh views of the data using the now customised template, even with the free Viewer.

Note: Uploading a populated customised file to the 'Visokio Reports' tab as a new template does not synchronise the data. Only the layout, report tab configurations and overall look and feel of the file is remembered. Each future download is fully re-populated with the freshest data from Salesforce.

Editing, Adding and Synchronising Data with Salesforce

Once you have downloaded and added to or edited user-editable fields (columns) in Omniscope, you must synchronise these changes with Salesforce in order for your changes to become persistent in the online data. When you are ready to commit your changes to the online version of the Salesforce data, go to Data > Synchronise with Salesforce to launch the synchronisation wizard.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

WARNING: If you close and open your local Omniscope file before you have successfully synchronised with Salesforce, be sure to skip or cancel the refresh, since this will overwrite any changes you made in the local file with values from the current online data set. You can avoid this risk by saving local copies with un-synchronised changes with the refresh option set to 'Never' until all changes have been successfully synchronised.

Synchronisation

The Synchronisation wizard opens comparing the status of your local Omniscope version of the data with the then-current version of the Data Object/Table downloaded in Salesforce. In the example below, no new rows were added online while the file was being edited locally in Omniscope.  Had new records been added by someone else online, they would show on the right current Salesforce pane in green, with the option to download the new records (rows) during synchronisation.

 

 

By default, there is a protective setting preventing online records from being deleted if they are not present in the local Omniscope copy.  To change this, tick the option to Enable row deletion below the local changes listing.

 

More detail on synchronisation [51], best practices and common warning and error messages.

 

Change Data Source

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 [32] 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.

 

 

 

 

 

Synchronising Changes

Editing Data Locally and Synchronising Changes with Salesforce

Manage duplicates and variants quickly and easily

{in progress}

 

 

 

 

 

 

 

 

 

 

 

Facebook Connector

Using Omniscope with Facebook

Download and visualise your network of Facebook friends

Omniscope 2.5+ provides a connector that allows you to download data from Facebook. Using the Network View, you can visualise the interconnections and relationships in your Friends list.

To import data from a Facebook account, select File > Open online source > Facebook.