KB248845: How to import data from the Salesforce Reports data connector in MicroStrategy Web

INTRODUCTION
In Strategy 10.x and 11.x, users can import reports or entire modules from third-party Salesforce accounts to build Strategy reports, visualizations, and dashboards via the Data Import tool. To import data from a Salesforce account, certain connectivity settings must be configured. In addition, Strategy Web version 10.x uses a different Salesforce API to interact with Salesforce accounts than previous versions of Web. This API requires that the Salesforce account is a developer account. Follow the steps below to enable Salesforce connectivity through Strategy Web.
Note: The steps in this article apply only to Strategy Web 10.x and 11.x. To configure Salesforce for use with Strategy Web 9.3.x – 9.5.x, refer to KB42459: How to import data from Salesforce in MicroStrategy Web 9.4.1 and 9.5.x
 
PREREQUISITES

1. A developer account in Salesforce
2. Strategy Web must be accessible via HTTPS

 
STEPS TO CONNECT TO SALESFORCE
Configuring the Salesforce account

• Log into the users Salesforce developer account through https://login.salesforce.com 
  
• Note: Data import from https://test.salesforce.com/ Salesforce accounts are not supported at this time.
• In the Salesforce account, add Strategy Web as a connected app. 
• Navigate to Manage Users > Permission Sets > new > System Permissions and set the permission of the Strategy Web connected app to API Enabled.
• In the Strategy Web connected app settings, set the Callback URL and grant all available OAuth Scopes, like shown below:
  
  

• The Callback URL takes the following syntax:
   
  

  
  ASP: https://WebServer/MicroStrategy/asp/Main.aspx?evt=3172&src=Main.aspx.3172
  
  JSP: https://WebServer/MicroStrategy/servlet/mstrWeb?evt=3172&src=mstrWeb.3172

  
  
• After the Strategy Web connected app is created, record the Consumer Key and Consumer Secret. This will be needed later.
  
  

Configuring Strategy Web

• Access Strategy Web through HTTPS and login as an Administrator user to the project where the user wants to import Salesforce reports.
• Select Add External Data.
• Hover over Salesforce Reports and click on Set OAuth Parameters, like shown below:
  
  

• Set the Callback URL, the Client ID, and the Client Secret. Enter the Callback URL saved in step 4 of Configuring the Salesforce account into the Callback URL field. Next, enter the Consumer Key retrieved from step 5 into the Client ID field. Finally, enter the Consumer Secret into the Client Secret field.
  
  

• Now all users that have the Data Import privilege will be able to access this particular Salesforce account through Strategy Web.
• Back in the Add External Data window, select Salesforce Reports. Users without an existing session to Salesforce will be prompted to login with the right Salesforce credentials, like shown below (make sure pop-up blockers are disabled or an appropriate exception has been made):
  
  

• Upon login, users will be able to browse for Salesforce reports they would like to import into Strategy Web.

 
Third Party Software Installation Warning:
The third-party product(s) discussed in this technical note is manufactured by vendors independent of Strategy. Strategy makes no warranty, express, implied or otherwise, regarding this product, including its performance or reliability.
KB248845