Latest Release == 6.0.2
Salesforce, also known as SFDC, is a hosted (software as a service or SAAS) customer relationship management (CRM) package. Many QlikView and Qlik Sense customers build dashboards sourced from Salesforce data to support their business goal of Performance Management of Sales, Marketing and the Customer Success Organization (CSO).
Since default Salesforce objects (tables and fields) are the same across all Salesforce implementations, a single common set of Qlik assets can be used by all Qlik customers, for both QlikView and Qlik Sense, to source data from Saleforce for Sales, Marketing and CSO dashboards.
As such, we have created and posted a common set of Qlik assets as an open source project on Qlik Branch and GitHub for free use by Qlik customers. The resulting Open Source Dashboard for Salesforce (“OSD4SF” or “OSD for SF”) is not a demo, template or accelerator. Rather, this is a ready-to-deploy SalesForce dashboard, including ETL and UI components, implemented as a set of QVFs for Qlik Sense and a set of QVWs for QlikView.
Please see the OSD4SF documentation for step-by-step instructions for installation and configuration.
Qlik Sense® Business, Qlik Sense® Enterprise SaaS, Qlik Sense® Enterprise Client-Managed and QlikView
To install the OSD4SF, first download the Source code (zip) file for the newest release. After you download the file, please check Unblock in the file properties and then click OK.
After unblocking the ZIP file, please follow the Instructions on page 4 of the documentation.
This documentation is also contained as a PDF in the Source code (zip) file for the newest release.
If you experience an issue, do not contact Qlik Support. Please open an issue here: Issues