Issues connecting to Salesforce
I have connected Yellowfin to salesforce and I am trying utilise the data but unfortunately I am facing two different issues with the standard way and the data transformation flow :
- Using views
Although the connection is successful and the ready-made dashboards have been populated with data , so I can see sales details etc it is not possible to see the data through views -> reports.
For example I am trying to see the contacts or the accounts table and it comes back as seen in the attached image (Error retrieving results).
Any idea why I cannot see the data although the connection is successful ?
- Using a transformation flow
Interesting enough the data can be found when creating a transformation flow. So the exact same data from the same tables loads normally without issues in the data preview panel.
However, the problem for me here is that there is no database shown to save the data as shown in the image DBissue :
Is there some article that explains how to create a writable db or what configuration is required for this ?