Build Visualizations of Salesforce Data in Birst

Birst is a cloud business intelligence (BI) tool and analytics platform that helps organizations quickly understand and optimize complex processes. When paired with the CData JDBC Driver for Salesforce, you can connect to live Salesforce data through the Birst Cloud Agent and build real-time visualizations. In this article, we walk you through, step-by-step, how to connect to Salesforce using the Cloud Agent and create dynamic reports in Birst.

With powerful data processing capabilities, the CData JDBC driver offers unmatched performance for live Salesforce data operations in Birst. When you issue complex SQL queries from Birst to Salesforce, the driver pushes supported SQL operations, like filters and aggregations, directly to Salesforce and utilizes the embedded SQL Engine to process unsupported operations client-side (often SQL functions and JOIN operations). With built-in dynamic metadata querying, the JDBC driver enables you to visualize and analyze Salesforce data using native Birst data types.

Getting Started

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Configure a JDBC Connection to Salesforce Data in Birst

Before creating the Birst project, you will need to install the Birst Cloud Agent (in order to work with the installed JDBC Driver). Also, copy the JAR file for the JDBC Driver (and the LIC file, if it exists) to the /drivers/ directory in the installation location for the Cloud Agent.

With the driver and Cloud Agent installed, you are ready to begin.

1. Create a new project in Birst. 👁 Create a new Project in Birst
   
2. Name the connection (e.g. CDataSalesforce).
3. Choose Live Access.
4. Select an agent.
5. Set Database Type to Other.
👁 Configure the Connection (part 1)

6. Set SQL Type to MSSQL
7. Set the Connection string.

   There are several authentication methods available for connecting to Salesforce: OAuth, Login (or basic), and SSO. The Login method requires you to have the username, password, and security token of the user.

   OAuth Authentication (default)

   The default authentication mechanism (and the one preferred by Salesforce) is OAuth. To use OAuth with CData's embedded OAuth application, leave the connection properties blank. If you have configured your own custom OAuth application with Salesforce (see the Help documentation for more information), set OAuthClientId, OAuthClientSecret, and CallbackURL to the properties for you application. Set InitiateOAuth to the desired OAuth flow ("GETANDREFRESH" will have the connector manage the entire OAuth flow).

   Login (or Basic) Authentication

   If you do not wish do not wish to use OAuth authentication, you can use Login (or basic) authentication. Set AuthScheme to Basic, and set the User, Password, and SecurityToken properties. You can configure your security token in Salesforce.

   SSO (single sign-on) Authentication

   SSO (single sign-on) can be used by setting the SSOProperties, SSOLoginUrl, and SSOExchangeURL connection properties, which allow you to authenticate to an identity provider. See the "Getting Started" chapter in the Help documentation for more information.

   Multi-Factor Authentication (MFA)

   If your Salesforce org has MFA enforcement enabled, set MFACode to the time-based one-time passcode (TOTP) generated by your authenticator app (such as Salesforce Authenticator or Google Authenticator). MFACode applies to both OAuth and Login authentication flows.

   Built-in Connection String Designer

   For assistance in constructing the JDBC URL, use the connection string designer built into the Salesforce JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

   java -jar cdata.jdbc.salesforce.jar
   

   Fill in the connection properties and copy the connection string to the clipboard.

   👁 Using the built-in connection string designer to generate a JDBC URL (Salesforce is shown.)
   

   When you configure the JDBC URL, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

   Below is a typical JDBC connection string for Salesforce:

   jdbc:salesforce:InitiateOAuth=GETANDREFRESH;MFACode=YourMFACode
   
   

8. Set the Driver Name: cdata.jdbc.salesforce.SalesforceDriver and click Save.

NOTE: Since authentication to Salesforce is managed from the connection string, you can leave Security Credentials blank.

Configure Salesforce Data Objects

Now that the connection is configured, we are ready to configure the schema for the dataset, choosing the tables, views, and columns we wish to visualize.

1. Select the Schema (e.g. Salesforce).
2. Click on Tables and/or Views to connect to those entities and click Apply.
3. Select the Tables and Columns you want to access and click Done.

With the objects configured, you can perform any data preparation and discover any relationships in your data using the Pronto Prepare and Relate tools.

Build a Visualization

After you prepare your data and define relationships between the connected objects, you are ready to build your visualization.

1. Select the Visualizer tool from the menu.
👁 Select the Visualizer

2. Select Measures & Categories from your objects
3. Select and configure the appropriate visualization for the Measure(s) you selected.

Using the CData JDBC Driver for Salesforce with the Cloud Agent and Birst, you can easily create robust visualizations and reports on Salesforce data. Download a free, 30-day trial and start building Birst visualizations today.