Viewing Act CRM Data in RAD Studio Data Explorer

Embarcadero RAD Studio provides a development environment for Delphi and C++Builder applications. With the CData ODBC Driver for Act CRM, you gain access to live Act CRM data within RAD Studio, abstracting the data into tables, views, and stored procedures that can be used to both retrieve and update Act CRM data. This article will walk through connecting to Act CRM using the Data Explorer.

Configure a Connection to Act CRM

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

The and properties, under the Authentication section, must be set to valid Act! user credentials. In addition to the authentication values, see the following:

• Connecting to Act! Premium

  In addition to the authentication values, the to Act! is also required; for example https://eup1-iis-04.eu.hosted.act.com/.

  Additionally, you must specify the you will connect to. This is found by going to the About Act! Premium menu of your account, at the top right of the page, in the ? menu. Use the Database Name in the window that appears.

• Connecting to Act! Premium Cloud

  To connect to your Act! Premium Cloud account, you also need to specify the property. This property is found in the URL address of the Cloud account; for example https://eup1-iis-04.eu.hosted.act.com/ActCloudName/.

Note that retrieving ActCRM metadata can be expensive. It is advised that you set the property to store the metadata locally.

Connecting to Act CRM Data Using Data Explorer

You can create a simple application for displaying Act CRM data by utilizing the CData FireDAC Components for Act CRM and a new VCL Forms Application:

1. Open the Data Explorer in RAD Studio and expand FireDAC.
2. Right-click the ODBC Data Source node in the Data Explorer.
3. Click Add New Connection. 👁 Adding a New Connection. (Salesforce is shown.)
   
4. Enter a name for the connection.
5. In the FireDAC Connection Editor that appears, set the DataSource property to the name of the ODBC DSN for Act CRM. 👁 Setting the Connection Parameters. (Salesforce is shown.)
   
6. Back in the Data Explorer, expand the tables for the connection.

7. Create a new VCL Forms application and drag a table (for example: Activities) onto the form.

   👁 Placing the Table on the Form. (Salesforce is shown.)
   
8. Select the ActivitiesTable object on the form and set the Active property to true.

9. Right-click on the object, bind visually, and link everything (*) to a new control (TStringGrid).

   👁 Visually Binding the Table. (Salesforce is shown.)
   

10. Arrange the TStringGrid on the form and run the application to see the Activities data.

    👁 The Table data on a Form. (Salesforce is shown.)
    

Related Articles

Below you can find other articles for using the CData ODBC Driver with RAD Studio, Delphi, and C++ Builder.

• DataBind Controls to Act CRM Data in C++Builder
• DataBind Controls to Act CRM Data in Delphi
• Build a Simple VCL Application for Act CRM Data