Connecting to Salesforce in Analytica
How do I connect Analytica to Salesforce.com?
There are many ways to work with Salesforce objects inside Analytica. One of the simplest ways is via ODBC. Using this alternative, the Salesforce objects can be used and accessed as tables.
Currently there is not a free ODBC driver connector from Salesforce so it is necessary to get a paid connector from a Third-Party Vendor.
In this example, we use the ODBC connector offered by devart.com. this driver is fully supporting the standard ODBC API functions and datatypes, extended Select syntaxes (joins, subqueries, aggregations, orders ) and it is possible use the DML operators Insert, Update and Delete.
Steps to integrate Analytica with Salesforce
- Before starting the integration, make sure that your Salesforce account is a enterprise level subscription. If you have a professional level subscription, you must contact Salesforce to get access to their API.
- Depending on the Analytica version (32 or 64 bits) download and install the ODBC connector from the website https://www.devart.com/odbc/salesforce/download.html The trial version is valid for 30 days.
- In Analytica, call the function SqlDriverInfo and verify that the new driver is listed
- Finally the ODBC string connection to use will require the following parameters:
Driver = the ODBC Salesforce driver Host = your Salesforce web server url User Id = your user Id. Usually your email account Password = your password SecurityToken = provided by Saleforces
Example of the ODBC String:
Constant Salesforce_Cnn := 'Driver=Devart ODBC Driver for Salesforce;Host=na32.salesforce.com; User Id= firstname.lastname@example.org;Password=MyPassword123;SecurityToken=422tKspvpWyMdpmGNhnSI2R;'
Index Records := DbQuery( Salesforce_Cnn ,'SELECT * FROM Lead')
Index Labels := DbLabels(Records)
Variable Lead_Table := DbTable(Records, Labels)