Using InfoAssist to Report From Salesforce
  1. From a web browser, connect to an InfoAssist server that is connected to the server where you have created synonyms for metadata. The default URL is: http://servername:8080/ibi_apps/MyIA

    The Getting Started window opens.

  2. Click Build A Report.

    The Open window opens.

  3. Scroll down to RETRIEVE_ACCOUNT with a Type of IWAF. Select it and select OK.

    The InfoAssist main window opens a logical view by default which does not expose the hierarchy of a salesforce method. To switch views, click View and then select Structured, as shown in the following image.

    A hierarchal view of Data opens, with three different areas in view, as shown in the image below. The first area shows the name of the synonym selected and the fields that correspond with that synonym. The next area, labeled Filter, is initially empty and will contain selection criteria. The last area, labeled Query, shows icons for Sum, which will contain any fields to be displayed, while By and Across will show sort fields if any.

    The list of fields is structured the same as the synonym to reflect the salesforce method. Those under INPUT are input parameters to the method, while those under INSTANCE are the output parameters.

  4. Every query that uses a salesforce retrieval method must have at least one parameter. This can be done by adding an INPUT parameter as a Filter. To do this, drag the field ISDELETED to the Filter area.

    The filter dialog box for ISDELETED opens.

  5. Leave Equal To selected. The filter for all input parameters must be equality. In the entry area, labeled Add, type the value false. Then click the button with the funnel and the plus (+) sign. Click OK.

    This filter will tell the method to retrieve all the rows for the selected object that have not been deleted. That is all the active rows.

  6. Under RETRIEVE_ACCOUNT, scroll down to OUTPUT. Under INSTANCE, select NAME, BILLINGCITY, and INDUSTRY and drag them in to the interactive design view area.

    As the column names are added, the report is displayed, as shown in the following image.


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