Difference between revisions of "Connecting to Salesforce in Analytica"

Latest revision as of 20:56, 6 April 2016

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= fbarbero@novix.com;Password=MyPassword123;SecurityToken=422tKspvpWyMdpmGNhnSI2R;'

Index Records := DbQuery( Salesforce_Cnn ,'SELECT * FROM Lead')

Index Labels := DbLabels(Records)

Variable Lead_Table := DbTable(Records, Labels)

@@ Line 1: / Line 1: @@
+[[Category:Concepts]]
 '''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 accesed as tables.
+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 neccesary to get a paid connector from a Third-Party Vendor.
+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 syntaxis (joins, subqueries, aggregations, orders ) and it is possible use the DML operators Insert, Update and Delete.
+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'''
-# Previos 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.
+# 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
+# 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:
-<dd><code>Driver = the ODBC Salesforce driver</code></dd>
-<dd><code>Host = your Salesforce web server url</code></dd>
+<pre style="background:white; border:white; margin-left: 1em;">
-<dd><code>User Id = your user Id. Usually your email account</code></dd>
+Driver = the ODBC Salesforce driver
-<dd><code>Password = your password</code></dd>
+Host = your Salesforce web server url
-<dd><code>SecurityToken = provided by Saleforces</code></dd>
+User Id = your user Id. Usually your email account
+Password = your password
+SecurityToken = provided by Saleforces
+</pre>
 '''Example of the ODBC String:'''
-<dd><code>Constant Salesforce_Cnn := 'Driver=Devart ODBC Driver for Salesforce;Host=na32.salesforce.com;  User Id= fbarbero@novix.com;Password=MyPassword123;SecurityToken=422tKspvpWyMdpmGNhnSI2R;'</code></dd>
+:<code>Constant Salesforce_Cnn := 'Driver=Devart ODBC Driver for Salesforce;Host=na32.salesforce.com;  User Id= fbarbero@novix.com;Password=MyPassword123;SecurityToken=422tKspvpWyMdpmGNhnSI2R;'</code>
-<dd><code>Index Records := DbQuery( Salesforce_Cnn ,'SELECT * FROM Lead')</code></dd>
+:<code>Index Records := DbQuery( Salesforce_Cnn ,'SELECT * FROM Lead')</code>
-<dd><code>Index Labels := DbLabels(Records)</code></dd>
+:<code>Index Labels := DbLabels(Records)</code>
-<dd><code>Variable Lead_Table := DbTable(Records, Labels)</code></dd>
+:<code>Variable Lead_Table := DbTable(Records, Labels)</code>
+==See Also==
+* [[Database access]]
+* [[DbQuery]]
+* [[SqlDriverInfo]]