Before you begin: The Salesforce Leads data source provides data already organized for your use in TapClicks reporting.
Locate the Salesforce Leads Data Source
1] Login to TapClicks and on the Data menu, click Data Sources.
2] The menu of data sources appears.
3] To locate the Salesforce Leads data source, either scroll through the list of data sources or enter the data source into the search box in the upper right (results appear automatically).
Connect to the Salesforce Leads Data Source
4] On the Salesforce Leads data source, click Connect.
5] The Add Account popup appears.
6] Enter the username in the upper textbox.
7] Enter the password in the middle textbox.
8] Enter the security token in the lower textbox.
9] Click Add Account.
10] To assign your Salesforce Leads data to a TapClicks Client, on the left side click on the data you want to assign.
11] To assign it to a client, on the right side choose a client from the existing client dropdown or create a new client to assign it to.
12] Edit General Settings, Additional Information and Primary Contact Information as needed and then click Assign Client.
13] To view the status of your connection, click Connection Status in the Data Management menu on the left.
14] After the data source is connected, an initial data fetch will occur. Each data source has a different Lookback period. The Lookback period determines the amount of historical data that is fetched. It is measured in months, weeks, or days. The specific lookback period for each service can be found on the connection's status page. After the initial data retrieval, you're ready to use your Salesforce Leads data in reports and analysis.