Connect to Salesforce in SpagoBI

The CData JDBC Driver for Salesforce enables you to connect to live Salesforce data from business intelligence and data mining tools that support the JDBC standard. This article shows how to integrate Salesforce data into a report in SpagoBI Studio and host it on SpagoBI Server.

Getting Started

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• Deploy the Driver in SpagoBI Server
• Create a Report in SpagoBI Studio
• Host Salesforce Reports on SpagoBI Server

Deploy the JDBC Driver in SpagoBI Server

Follow the steps to create a JDBC data source for Salesforce in SpagoBI Server.

1. Copy the driver JAR into %CATALINA_BASE%/lib. These files are located in the lib subfolder of the installation directory.

2. Add a Salesforce driver resource to the context. The following resource definition can be added to the GlobalNamingResources element in server.xml:

   <Resource name="jdbc/salesforce" auth="Container" type="javax.sql.DataSource" driverclassname="cdata.jdbc.salesforce.SalesforceDriver" factory="org.apache.tomcat.jdbc.pool.DataSourceFactory" maxactive="20" maxidle="10" maxwait="-1"/>

3. Add the following resource link to give access to Web applications. For this article, add the following line to META-INF\context.xml for SpagoBI.

   <ResourceLink global="jdbc/salesforce" name="jdbc/salesforce" type="javax.sql.DataSource"/>
   

4. Restart the server.

After adding the driver to the resources for the SpagoBI server, add the data source: In SpagoBI, click Resources -> Data Source -> Add and enter the following information:

• Label: Enter a unique identifier for the driver.
• Description: Enter a description for the driver.
• Dialect: Select Default Dialect.
• Read Only: Select the read-only option. This option determines whether the data source is the default database to save datasets created by the end user.
• Type: Select JDBC.
• URL: Enter the JDBC URL using the required connection string properties:

  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.)
  

  A typical JDBC URL is below:

  jdbc:salesforce:InitiateOAuth=GETANDREFRESH;MFACode=YourMFACode
  

• Driver: Enter the class name for the driver: cdata.jdbc.salesforce.SalesforceDriver

👁 The configuration for the Salesforce JDBC data source. (Salesforce is shown.)

Create Reports in SpagoBI Studio

Follow the steps below to populate reports based on Salesforce data in SpagoBI Studio. You will create a dataset that populates a chart with the results of an SQL query. In the next section, you will host this report on SpagoBI Server.

First, you will need to connect to Salesforce data from a report in SpagoBI Studio:

1. In SpagoBI Studio, click File -> New -> Project and select Report Project in the Business Intelligence and Reporting Tools folder.
2. Click File -> New -> Report and select Blank Report.
3. In the Data Explorer view, right-click Data Sources and click New Data Source.
4. Select JDBC Data Source and enter a name for the data source.
5. Click Manage Drivers and click Add to add the driver JAR, cdata.jdbc.salesforce.jar. The driver JAR is located in the lib subfolder of the installation directory.
6. In the Driver Class menu, select the driver class, cdata.jdbc.salesforce.SalesforceDriver.
7. In the Database URL box, enter the JDBC URL. A typical JDBC URL is below:

   jdbc:salesforce:InitiateOAuth=GETANDREFRESH;MFACode=YourMFACode
   

   See the "Getting Started" chapter of the driver help for a guide to obtaining the required connection properties. 👁 The JDBC data source. (Salesforce is shown.)
   

After you have connected to Salesforce data, create a dataset that contains the results of an SQL query:

1. Right-click the DataSet folder and click New Data Set. Select the JDBC data source for Salesforce and enter a name for the dataset.
2. Build the SQL query. In this example, this query will be used to add a chart to the dashboard. For example:

   SELECT Contact.Name, SUM(Account.AnnualRevenue) FROM Contact, Account GROUP BY Contact.Name
   

   👁 The query to be used to populate a chart. (Salesforce is shown.)
   

You can use the dataset to populate report objects. Follow the steps below to create a chart.

1. In the Palette view, drag a chart onto the canvas.
2. In the Select Chart Type tab, select a bar chart.
3. In the Select Data tab, click the Use Data From option and select the Salesforce data set from the menu.
4. Drag Industry from the table to the series for the x-axis.
5. Drag AnnualRevenue from the table to the series for the y-axis. 👁 Columns in the dataset defined as the x- and y-axes for the chart. (Salesforce is shown.)
   

Host Salesforce Reports on SpagoBI Server

Follow the steps below to host documents based on live Salesforce data on SpagoBI Server. You will use the report you created in the previous section as a template. To enable report users to access the live data, create placeholder parameters to be replaced by the Salesforce JDBC data source on the server:

1. If you have not already done so, open the Report Design perspective in SpagoBI Studio.
2. In the Data Explorer view, right-click the Report Parameters folder and click New Parameter. Add the url parameter and assign an empty value to it. This parameter is a placeholder for the JDBC data source on the SpagoBI Server.
3. Right-click the Salesforce data source and click Edit.

4. In the Property Binding node, set the JDBC Driver URL binding property to the url parameter: Click the box for the property. In the Category section, select Report Parameters. Select All in the Subcategory section and double-click the parameter.

   You can also enter the following in the JavaScript syntax:

   params["url"].value
   

   👁 Placeholder values in the report for the JDBC data source on the server.
   

Next, create a new document for the report on SpagoBI Server.

1. In SpagoBI Server, click Documents Development -> Create Document -> Generic Document. The Document Details page is displayed.
2. To create the document, enter the following:
   • Label: Enter a unique identifier for the document.
   • Name: Enter a user-friendly name for the document.
   • Type: Select Report from the menu.
   • Engine: Select BIRT Report Engine.
   • Data Source: Select the Salesforce Data Source you created in Create a JDBC Data Source for Salesforce in SpagoBI Server.
3. In the Show Document Templates section, select the folder where you want the document to be stored.

4. In the Template section, click Choose File. Navigate to the folder containing your report project. Select the .rptdesign file.

   Note: You can find the path to the project in the project properties.

5. Click the Save button.

👁 The document using the report as a template. (Salesforce is shown.)

When you run the report on the server, the placeholder url parameter is replaced with the JDBC URL defined on the server.

👁 The chart running on the SpagoBI Server. (Salesforce is shown.)