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nabarkve
Frequent Visitor

Adding Additional Columns to Salesforce Object Data Source

Hello,

 

I have added a Salesforce Object as a data source, and have created a visual dashboard based off this data source. When pulling in the Salesforce object, I selected 'Choose Columns' and narrowed down the data source to only include the columns I wanted at the time. Let's say I now want to add an additional column from the Salesforce object. Is there a way to edit the data source to add this column?

 

For example, I add a Salesforce Object that has columns A, B, C, and D. I then select the Choose Columns option to only select columns A, B, and C. I later realize that it woulld be helpful to have column D in this dataset. Is there a way I could add column D to this data source (without adding a brand new data source, and starting over)?

 

Thanks in advance!

1 ACCEPTED SOLUTION
TeigeGao
Solution Sage
Solution Sage

Hi @nabarkve ,

You can try to edit it in Edit Queries, then edit it in advanced queries.

Best Regards,

Teige

View solution in original post

2 REPLIES 2
TeigeGao
Solution Sage
Solution Sage

Hi @nabarkve ,

You can try to edit it in Edit Queries, then edit it in advanced queries.

Best Regards,

Teige

Thank you @TeigeGao ! This worked, and will save me so much time.

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