FileMaker Pro is a cross-platform relational database application that allows users to visually modify a database.
When paired with CData Connect AI, FileMaker Pro gets access to live Salesforce data. This article demonstrates
how to connect to Salesforce using Connect AI and query Salesforce data in FileMaker Pro.
CData Connect AI provides a pure SQL Server interface for Salesforce, allowing you to query data from
Salesforce without replicating the data to a natively supported database.
Using optimized data processing out of the box, CData Connect AI pushes all supported SQL operations
(filters, JOINs, etc.) directly to Salesforce, leveraging server-side processing to return the
requested Salesforce data quickly.
About Salesforce Data Integration
Accessing and integrating live data from Salesforce has never been easier with CData. Customers rely on CData connectivity to:
- Access to custom entities and fields means Salesforce users get access to all of Salesforce.
- Create atomic and batch update operations.
- Read, write, update, and delete their Salesforce data.
- Leverage the latest Salesforce features and functionalities with support for SOAP API versions 30.0.
- See improved performance based on SOQL support to push complex queries down to Salesforce servers.
- Use SQL stored procedures to perform actions like creating, retrieving, aborting, and deleting jobs, uploading and downloading attachments and documents, and more.
Users frequently integrate Salesforce data with:
- other ERPs, marketing automation, HCMs, and more.
- preferred data tools like Power BI, Tableau, Looker, and more.
- databases and data warehouses.
For more information on how CData solutions work with Salesforce, check out our Salesforce integration page.
Getting Started
Configure Salesforce Connectivity for FileMaker Pro
Connectivity to Salesforce from FileMaker Pro is made possible through CData Connect AI. To work with Salesforce data from FileMaker Pro, we start by creating and configuring a Salesforce connection.
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Log into Connect AI, click Sources, and then click Add Connection
👁 Adding a Connection
- Select "Salesforce" from the Add Connection panel
👁 Selecting a data source
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Salesforce uses OAuth to authenticate. Click "Sign in" to authenticate with Salesforce.
👁 Authenticating with OAuth (Salesforce is shown).
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Navigate to the Permissions tab in the Add Salesforce 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.
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Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
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On the Settings page, go to the Access Tokens section and click Create PAT.
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Give the PAT a name and click Create.
👁 Creating a new PAT
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The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.
With the connection configured and a PAT generated, you are ready to connect to Salesforce data from Filemaker Pro.
Connect to Salesforce from FileMaker Pro using Connect AI
To establish a connection from FileMaker Pro to the CData Connect AI Virtual SQL Server API, follow these steps.
Configure the ODBC Connection to CData Connect AI
- Download and install the Actual ODBC Driver for SQL Server (actualtech.com)
- Configure a DSN for the Actual ODBC driver by setting the following properties:
- URL: tds.cdata.com
- Port: Change the port from 1433 to 14333
- Username: Your Connect AI email address
- Password: the PAT you created earlier
Query Salesforce from FileMaker Pro
- In the SQL Query Builder "SELECT" tab, select the columns to include as part of the query.
👁 Configuring the query by selecting columns.
- Open the "WHERE" tab of the SQL Query Builder and select "Show only selected columns."
- In "Table.Column,"" select a table and a column name.
- Set the "Operator" to =.
- Select "Column," and then select the same table and column name as "Table.Column."
- Click "Insert into SQL Query."
👁 Configuring the query by setting the WHERE clause.
- If no other modifications to the SQL query are required, click "Execute."
Get CData Connect AI
To get live data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your SQL Server database,
try CData Connect AI today!
