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URL: https://www.cdata.com/kb/tech/odoo-cloud-salesforce-connect.rst

⇱ Edit and Search External Odoo Objects in Salesforce Connect

Edit and Search External Odoo Objects in Salesforce Connect

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Use CData Connect AI to securely provide OData feeds of Odoo data to smart devices and cloud-based applications. Use the CData Connect and Salesforce Connect to create Odoo Data objects that you can access from apps and the dashboard.

CData Connect AI, enables you to access Odoo data from cloud-based applications like the Salesforce console and mobile applications like the Salesforce Mobile App. In this article, you will use CData Connect AI and Salesforce Connect to access external Odoo objects alongside standard Salesforce objects.

About Odoo Data Integration

Accessing and integrating live data from Odoo has never been easier with CData. Customers rely on CData connectivity to:

  • Access live data from both Odoo API 8.0+ and Odoo.sh Cloud ERP.
  • Extend the native Odoo features with intelligent handling of many-to-one, one-to-many, and many-to-many data properties. CData's connectivity solutions also intelligently handle complex data properties within Odoo. In addition to columns with simple values like text and dates, there are also columns that contain multiple values on each row. The driver decodes these kinds of values differently, depending upon the type of column the value comes from:
    • Many-to-one columns are references to a single row within another model. Within CData solutions, many-to-one columns are represented as integers, whose value is the ID to which they refer in the other model.
    • Many-to-many columns are references to many rows within another model. Within CData solutions, many-to-many columns are represented as text containing a comma-separated list of integers. Each value in that list is the ID of a row that is being referenced.
    • One-to-many columns are references to many rows within another model - they are similar to many-to-many columns (comma-separated lists of integers), except that each row in the referenced model must belong to only one in the main model.
  • Use SQL stored procedures to call server-side RFCs within Odoo.

Users frequently integrate Odoo with analytics tools such as Power BI and Qlik Sense, and leverage our tools to replicate Odoo data to databases or data warehouses.


Getting Started


Connect to Odoo from Salesforce

To work with live Odoo data in Salesforce Connect, we need to connect to Odoo from Connect AI, provide user access to the connection, and create a Workspace for the Odoo data.

Connect to Odoo from Connect AI

CData Connect AI uses a straightforward, point-and-click interface to connect to data sources.

  1. Log into Connect AI, click Sources, and then click Add Connection
    2. 👁 Adding a Connection
  2. Select "Odoo" from the Add Connection panel
    3. 👁 Selecting a data source
  3. Enter the necessary authentication properties to connect to Odoo.

    To connect, set the Url to a valid Odoo site, User and Password to the connection details of the user you are connecting with, and Database to the Odoo database.

    👁 Configuring a connection (Salesforce is shown)
  4. Click Save & Test
  5. Navigate to the Permissions tab in the Add Odoo Connection page and update the User-based permissions. 👁 Updating permissions

Add a Personal Access Token

When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

  1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
  2. On the Settings page, go to the Access Tokens section and click Create PAT.
  3. Give the PAT a name and click Create. 👁 Creating a new PAT
  4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

Configure Odoo Endpoints for Salesforce Connect

After connecting to Odoo, create a workspace for your desired table(s).

  1. Navigate to the Workspaces page and click Add to create a new Workspace (or select an existing workspace). 👁 The Workspaces page.
    👁 Adding a new Workspace.
  2. Click Add to add new assets to the Workspace.
  3. Select the Odoo connection (e.g. Odoo1) and click Next. 👁 Selecting an Asset (Salesforce is shown).
  4. Select the table(s) you wish to work with and click Confirm. 👁 Selecting Tables (Salesforce is shown).
  5. Make note of the OData Service URL for your workspace, e.g. https://cloud.cdata.com/api/odata/{workspace_name}

With the connection, PAT, and Workspace configured, you are ready to connect to Odoo data from Salesforce Connect.

Connect to Odoo Data as an External Data Sources

Follow the steps below to connect to the feed produced by Connect AI.

  1. Log into Salesforce and click Setup -> Integrations -> External Data Sources.
  2. Click Now External Data Sources.
  3. Enter values for the following properties:
    • External Data Sources: Enter a label to be used in list views and reports.
    • Name: Enter a unique identifier.
    • Type: Select the option "Salesforce Connect: OData 4.0".
    • URL: Enter the URL to the OData endpoint of Connect AI: https://cloud.cdata.com/api/odata/{workspace_name}
  4. Select the Writable External Objects option.
  5. Select JSON in the Format menu.
  6. In the Authentication section, set the following properties:
    • Identity Type: If all members of your organization will use the same credentials to access Connect AI, select "Named Principal". If the members of your organization will connect with their own credentials, select "Per User".
    • Authentication Protocol: Select Password Authentication to use basic authentication.
    • Certificate: Enter or browse to the certificate to be used to encrypt and authenticate communications from Salesforce to your server.
    • Username: Enter a CData Connect AI username (e.g. [email protected]).
    • Password: Enter the user's PAT.
👁 Configuration settings for the data source (NetSuite is shown)

Synchronize Odoo Objects

After you have created the external data source, follow the steps below to create Odoo external objects that reflect any changes in the data source. You will synchronize the definitions for the Odoo external objects with the definitions for Odoo tables.

  1. Click the link for the external data source you created.
  2. Click Validate and Scan.
  3. Select the Odoo tables you want to work with as external objects.
👁 Select external objects (NetSuite is shown)

Access Odoo Data as Salesforce Objects

After adding Odoo data as an external data source and syncing Odoo tables as external objects, you can use the external Odoo objects just as you would standard Salesforce objects.

Simplified Access to Odoo Data from Cloud Applications

At this point, you have a direct, cloud-to-cloud connection to live Odoo data from Salesforce. For more information on gaining simplified access to data from more than 100 SaaS, Big Data, and NoSQL sources in cloud applications like Salesforce, refer to our Connect AI page.