Can I Bring in ___ Metrics from Salesforce?
For the Salesforce widget here are the metrics you can bring in -- www.cyfe.com/salesforce-dashboard
For anything beyond this, e.g. filtered/excluded, custom objects, you can use Zapier or our custom widgets!
- https://zapier.com/zapbook/cyfe/salesforce/ (see possible Zaps at the bottom)
We understand our customers have data locked up in proprietary servers, offline on computers, etc, so we've made it easy to bring it in! With our custom widgets (documentation here: www.cyfe.com/custom), you can bring custom data into Cyfe through five main ways.
1 CSV File: You can format data into mini CSV files and manually upload them into individual Cyfe widgets.
2 Google Spreadsheets: You can use a Google Spreadsheet to push data into Cyfe. The advantage of this approach is you can update your data on the fly rather than having to upload CSVs every time your data is changed.
3 Private URL: You can connect to your databases, systems, and other third party services that we don't support using this approach. In short you or your programmer can write a quick script that connects to the source and outputs data in a format that Cyfe understands (CSV). Then you can just point a custom widget to that script. Here's an example: http://www.cyfe.com/custom-example
4 Push API: This approach can be used to push data directly into Cyfe via our API. www.cyfe.com/api
5 SQL: This allows you to query your SQL databases directly from Cyfe. www.cyfe.com/sql-dashboard
In all cases you just have to make sure that your CSV data format matches one of the examples shown in the documentation linked above.