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CallPotential integrates with Snowflake, a data warehouse and analytics platform that allows users to better understand their operations. The purpose of this guide is to explain how to create your own account in Snowflake and link it to the data CallPotential automatically sends.
Note
Italicized terms represent clickable icons on the specific screen being discussed.
Users need to create their own Snowflake account to access their CallPotential data.
(A) Account Information - Enter your information. The asterisks indicate required fields. This can be reached at http://www.snowflake.com .
(B) Continue - When you've finished entering your information, click to proceed to (C). Note: Make sure you select United States.
(C) Snowflake Edition - We recommend selecting Standard. This will come as the default selection.
(D) Cloud Provider - Make sure to select AWS.
(E) Region Selection - Click the dropdown and select US West (Oregon). Note: You must select this region.
(F) Terms & Conditions - Check this box or click the link to view the Terms & Conditions.
(G) Get Started - Click this to continue the account creation process. Note: After completing this step, you will be asked a few questions to create your profile. Your answers will be individualized to your unique situation. After answering these questions, you will be sent a confirmation email. Click the Activate link in that email and create your username and password. Once inside Snowflake, continue to STEP (H).
(H) + Worksheet - Click to create a new worksheet.
(I) Database Menu - From the dropdown menu, click to access your list of available databases.
(J) Snowflake - Select Snowflake from your list.
(K) Information Schema - Clicking (J) Snowflake will produce its own list of options. Select INFORMATION_SCHEMA from the list of options.
(L) Code - Copy and paste SELECT CURRENT_ACCOUNT(); directly into this window.
(M) Run - With the code entered, click Run.
(N) URL ID - Copy this ID and send it to data@callpotential.com so we can enable the data share in your account. You will need to wait to continue to (P) until we let you know that data is being shared with your account ID.
(O) Home - Click to return to your home page.
(P) Data - Along the left side of your Home page, click Data and then (Q) Private Sharing.
(R) Download - Click the V2EXPORTS Download icon. Note: This will not download the data to your computer. Rather, it will open the Get Data window.
(S) Get Data - Click Get Data in the bottom right corner of the Get Data Window.
(T) Done - Click to finish the process.
(U) Share Data - After completing (T), the V2EXPORTS Download icon from (R) will change to this share icon. Click it to continue.
(V) Select Data - You will need to share each section of data individually. To do that, highlight each section separated by a semicolon. Then proceed to (X).
(W) Change Password - Your password will look like this as default. Replace the default password with your account password before selecting that section of data.
(X) Run - Click Run. Note: You will need to complete this step for each section of data.
