Using Omniscope with Salesforce

Bring the Sales, Service and other 'clouds' to your desktop

Omniscope is the only 'hybrid' desktop/web visualisation and presentation application therefore the perfect compliment to cloud-based computing platform solutions like Salesforce. Multi-tabbed, multi-view Omniscope presentation files contain all the data, formula-based spreadsheet logic & calculations and up to 16 different visualisations, including maps, images and exportable Flash DataPlayer 'dashboards' - all interactive offline. The direct connector found in activated (and free trial) Omniscopes adds many new offline/online dimensions to solutions based on Salesforce. Our certified, AppExchange-listed free web connector tab makes on-demand refreshed reports accessible via the free Viewer, and provides sub-tabs where Flash DataPlayer 'dashboards' can be displayed from within the permissioned Salesforce security model.

Why use Omniscope with Salesforce?

• Download Reports as up-to-the minute, highly-visual, tabbed, interactive and refreshable presentations,
• Export interactive Flash DataPlayers to web tabs also visible through Omniscope Web Views,
• Add custom formulae/alerts, links, maps and images to portable offline presentations,
• Download and de-duplicate/harmonise variants in your Data Objects,
• Add/edit data in Data Objects offline in Omniscope,
• Synchronise user-editable changes with your Salesforce Data Objects when online,
• Perform unlimited, multi-criteria joins using Salesforce Data Objects,
• Merge large non-Salesforce data sets with Salesforce data,
• Apply multiple layers of access control and data security to offline files

Unlike local desktop spreadsheet files, Omniscope files offer many file security options that increase any organisation's ability to control access to sensitive CRM data. Not only can data not be copied or cut-and-pasted from owner-locked Omniscope files, but if the owner has saved the Omniscope file to require server-based authentication and/or domain-locking, even ex-employees whose login credentials ahave been revoked will not be able to open local copies of Omniscope files they may have saved or forwarded.

The Omniscope direct connector dramatically aids data migration and facilitates on-going data quality initiatives crucial to the success of Salesforce. Exportable Flash DataPlayer 'dashboards' and free read/query-only refresh-on demand Omniscope Viewers dramatically reduce the average cost/seat of deploying highly-visual, granular and synchronised online/offline data integration and business intelligence reporting for Salesforce.

Free to try...and free for most read/query/print-only users

The free Viewer download includes a 30-day trial of activated Omniscope Professional.

Your Administrator can quickly install the free web connector from the Listing on the AppExchange

During your activated trial period, you can:

• save copies/changes to each pre-templated Report files offline
• forward your changed report/presentation Report files to others
• merge Salesforce and non-Salesforce data into highly-visual tabbed interactive reports
• export interactive Flash DataPlayer 'dashboards' to web tabs or offline documents
• add your own/client corporate branding & livery
• upload customised versions of the default templates* 
• change the templated report file source to refresh/synchronise directly*
• add/edit data objects/tables offline and synchronise changes*

*Not available with Group Editions of Salesforce, or Professional Editions without API access enabled

To access your data from a trail or activated or version of Omniscope, simply go File > Online Data Source > Salesforce, login with your User ID, password and paste in your security token, then select the Report or Data Object/Table you wish to download and visualise/edit. If you are on a trusted IP connection, you can enter a blank security token.

The free Omniscope web connector for Salesforce offers users one-click downloads of Reports and Data Objects as highly-visual, multi-tabbed Omniscope presentation files. Downloaded files contain all the data for which each user is permissioned. Files open in a default (but customisable) multi-tabbed visual reporting layout that is scalable and refreshable online. Read/query-only users are completely free, they access refreshed pre-templated files on-demand from the free Visokio Reports web tab using the free Viewer.

Upgrade to customise templates, synchronise edits & merge data

Upgrading to a Professional Edition enables on-going customisation of the default templates for each Report/Data Object, integration of data from non-Salesforce sources, archiving large 'snapshot' copies offline and, most importantly, synchronisation of offline corrected/completed data with Salesforce. The Professional Edition will also permit you to perform unlimited, multi-criteria joins of Salesforce Data Objects, than configure and distribute interactive reports and presentations merging Salesforce and non-Salesforce data.

More information is available in the User Guide section Using Omniscope with Salesforce