Akorbi Digital RunMyProcess makes it easy to create applications for complex business applications, such as budget application and contract management. CData Connect AI creates a live connection to Salesforce and can be used to generate an OData API (natively supported in RunMyProcess) for Salesforce. By pairing RunMyProcess with CData Connect AI, you get true cloud-to-cloud connectivity to all your SaaS and cloud-based Big Data and NoSQL sources - no need to migrate your data or write your own integrations. Simply connect to Connect AI from RunMyProcess as you would any other REST service and get instant, live access to your Salesforce data.
In this article, we walk through connecting to Salesforce from CData Connect AI and accessing Salesforce data through an OData feed in RunMyProcess.
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
Connect to Salesforce from RunMyProcess
To work with live Salesforce data in RunMyProcess, we need to connect to Salesforce from Connect AI, provide user access to
the connection, and create a Workspace for the Salesforce data.
Connect to Salesforce from Connect AI
CData Connect AI uses a straightforward, point-and-click interface to connect to data sources.
-
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
-
Salesforce uses OAuth to authenticate. Click "Sign in" to authenticate with Salesforce.
👁 Authenticating with OAuth (Salesforce is shown).
-
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.
-
Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
-
On the Settings page, go to the Access Tokens section and click Create PAT.
-
Give the PAT a name and click Create.
👁 Creating a new PAT
-
The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.
Configure Salesforce Endpoints for RunMyProcess
After connecting to Salesforce, create a workspace for your desired table(s).
-
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.
-
Click Add to add new assets to the Workspace.
-
Select the Salesforce connection (e.g. Salesforce1) and click Next.
👁 Selecting an Asset (Salesforce is shown).
-
Select the table(s) you wish to work with and click Confirm.
👁 Selecting Tables (Salesforce is shown).
-
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 Salesforce data from RunMyProcess.
Retrieve Salesforce Data from RunMyProcess DigitalSuite Studio
With the connection to Salesforce and OData endpoints created, we are ready to add Salesforce data to RunMyProcess for Retrieval.
Create a Provider
- Log into RunMyProcess and open DigitalSuite Studio.
- Click Resources to bring up the Resources page, then select then the CONNECTORS tab.
👁 Connectors page
- Click the + (New Provider) button to create a new provider, choose the account to use, then click Confirm.
👁 Create a new provider
- In the provider settings page, configure the following properties.
- URL: Set the OData endpoint in the Connect AI OData page: https://cloud.cdata.com/api/odata/{workspace_name}.
- Authentication Schema: Select Login/Password.
- Login: Specify a CData Connect AI username (e.g. [email protected]).
- Password: Specify the PAT of the Connect AI user.
👁 Selecting a connector
- Fill in the same properties in the ACCEPTANCE and TEST tabs. Note: You can copy the configured settings by clicking 'Copy this configuration button,' then pasting the content in the new tab by clicking 'Paste previously copied configuration.'
- Click Save to save the properties.
Retrieve Salesforce Data by Creating a Connector
- In the CONNECTORS tab, click the button with three dots to create the provider, then select Add connector from the menu.
- In the following page, set Connector URL to the OData endpoint configured in Connect AI (e.g. https://cloud.cdata.com/api/odata/{workspace_name})
👁 Connector settings page
- Click Save then Launch to test the connector execution. Click Launch test to execute. The process is successful if you get the JSON response of your configured table information.
👁 Execution test page
More Information & Free Trial
Now, you have created a provider and connector to retrieve Salesforce data. For more information on creating OData feeds from Salesforce (and more than 100 other data sources), visit the Connect AI page. Sign up for a free trial and start working with live Salesforce data in RunMyProcess.
