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URL: https://www.cdata.com/kb/tech/salesforce-odbc-spotfire.rst

⇱ Visualize Salesforce Data in TIBCO Spotfire through ODBC

Visualize Salesforce Data in TIBCO Spotfire through ODBC

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
The ODBC standard has ubiquitous support and makes self-service business intelligence easy. Use the ODBC Driver to load Salesforce data into TIBCO Spotfire.

This article walks you through using the CData ODBC Driver for Salesforce in TIBCO Spotfire. You will use the data import wizard to connect to a DSN (data source name) for Salesforce and build on the sample visualizations to create a simple dashboard.

Connect to Salesforce as an ODBC Data Source

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

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.

When you configure the DSN, 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.

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


Create Visualizations of Salesforce Tables

Follow the steps below to connect to the DSN and create real-time data visualizations:

  1. Click Data -> Add Data ...
  2. Click Other -> Load data with ODBC, OLE DB, or ADO.NET data provider.
  3. In the Data Source Type menu, select ODBC Data Provider and click Configure.
  4. Select the DSN. 👁 The DSN to connect to in the Add Data Tables wizard. (Salesforce is shown.)
  5. Select the tables that you want to add to the dashboard. This example uses Account. You can also specify an SQL query. The driver supports the standard SQL syntax. 👁 Tables and columns selected in the tree or specified by an SQL query. (Salesforce is shown.)
  6. If you want to work with the live data, click the Keep Data Table External option. This option enables your dashboards to reflect changes to the data in real time.

    If you want to load the data into memory and process the data locally, click the Import Data Table option. This option is better for offline use or if a slow network connection is making your dashboard less interactive.

  7. After adding tables, the Recommended Visualizations wizard is displayed. When you select a table, Spotfire uses the column data types to detect number, time, and category columns. This example uses AnnualRevenue in the Numbers section and Industry in the Categories section.👁 Recommended visualizations for the imported data table. (Salesforce is shown.)

After adding several visualizations in the Recommended Visualizations wizard, you can make other modifications to the dashboard. For example, you can zoom in on high probability opportunities by applying a filter on the page. To add a filter, click the Filter button. The available filters for each query are displayed in the Filters pane.

👁 A simple dashboard with a global filter. (Salesforce is shown.)

Ready to get started?

Download a free trial of the Salesforce ODBC Driver to get started:

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Learn more:

👁 Salesforce Icon
Salesforce ODBC Driver

The Salesforce ODBC Driver is a powerful tool that allows you to connect with live Salesforce account data, directly from any applications that support ODBC connectivity.

Access Salesforce data like you would a database - read, write, and update Leads, Contacts, Opportunities, Accounts, etc. through a standard ODBC Driver interface.